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Financial Advisory

Trust Us with your Investment

Private Wealth Management

Sew the Seed

Secure the future

Discerning investors do not want to leave the management of their wealth to chance.

Thus, our Private Wealth Management Solution offers our clients safety and growth of their investment.

Helping you secure the future

Private wealth management

Discretionary Investment Management

At Watershed Fund Management Limited, we understand that there are many issues calling for your attention. One of our core responsibilities is to remove the associated hurdle with the financial market from you. Therefore, our Discretionary Investment Management solution allows us to remove all hassles associated with portfolio management from our clients. We do all the analyses and take all necessary decisions on your portfolio. With peace of mind, you watch your investment growing as we add value in real terms to your wealth. In addition to wealth creation, growth, and preservation; our bespoke Discretionary Investment Management Solution offers our esteemed clients:
  • Seamless service delivery
  • Quality and research-based advisory service
  • Transparency and accountability
  • Confidentiality

Non-Discretionary Investment Management

Our Non-Discretionary Investment Management Solution enables investors to take active participation in decision-making on their investments. Our duty of care is efficiently performed, and real value is added to our clients. Non-Discretionary clients receive quality investment advice and investment research support on their investment decision-making. In addition to wealth creation, growth, and preservation; our bespoke Non-Discretionary Investment Management Solution offers our esteemed clients:
  • Seamless service delivery
  • Quality and research-based advisory service
  • Transparency and accountability
  • Confidentiality

“Don't judge each day by the harvest you reap but by the seeds that you plant.”

Robert Louis

plan of action

3-Step Approach

The rising complexities of the investment world and fluctuating market dynamics with its attendant challenges and opportunities have made it necessary for discerning investors to start demanding the services of well-equipped, competent and research-oriented investment managers to support their wealth creation, growth and preservation goals.

01

Agree on Investment Objectives

Agree on Return Objective, Liquidity needs, Investment Horizon and Tax preference.

02

Seal and Deliver an IPS

We develop an investment policy statement that serves as the manager’s portfolio manual.

03

Managing and Reporting

This involves marking-to-market of the portfolio, strategic and Tactical changes in asset allocation, rebalancing, and restructuring.

You can now Sleep with your Two Eyes Closed While We look After Your Wealth.

Great ideas create wealth, Expertise preserves it.

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Why Private Wealth Management?

Features

The rising complexities of the investment world and fluctuating market dynamics with its attendant challenges and opportunities have made it necessary for discerning investors to start demanding the services of well-equipped, competent and research-oriented investment managers to support their wealth creation, growth and preservation goals.

We offer you:

  • Income Generation
  • Capital Appreciation
  • Capital Preservation
  • Liquidity
Discretionary
Non-discretionary

We offer investment advisory solutions to institutional investors, high net worth individuals, corporate organisations and the public sector with our developed unique investment strategies.

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