Investing is more than just a series of transactions. It's about getting professional advice from a qualified expert and knowing that someone you trust is looking out for your best interests. It's about having an experienced professional monitor your portfolio so you can focus on other things. Our goal for your portfolio is to maximize returns while minimizing risk, fees and investment taxation.
With more than two decades of expertise, the Kumaresan Wealth Management Group understands what investors are looking for, and design customized portfolios to fulfill investment needs.
Our team is focused on wealth preservation, income and capital appreciation. We utilize an investment policy statement as part of our commitment to our clients to ensure we are on track with our clients long term outcomes. The team utilizes low-cost Exchange-Traded Funds (ETF), Investment Funds, Structured Notes, and Alternatives as building blocks of the portfolios. We understands the importance of a global diversified approach. Very often, he finds investors invest a large amount of their net worth in domestic equities, despite the benefits of diversifying into foreign equities.
PORTFOLIO SERVICES
We offer the following services for clients:
1. PORTFOLIO PARTNER (PP)
Portfolio Partner is a premium portfolio service that allows us to work closely with you to implement a tailored investment strategy and manage your portfolio on an ongoing basis. Paying an annual fee (monthly or quarterly), instead of commissions on every transaction, grants you the freedom to pursue your investment strategy without being concerned with individual transaction costs on every trade.
ADDITIONAL BENEFITS OF PORTFOLIO PARTNER
Portfolio Partner offers:
- Professional investment advice
- Monthly or quarterly asset-based fee
- Commission-free trading
- Preferred interest rates on cash balances and margin loans
- No annual administration fee for enrolled, registered accounts
- Tax benefits
- A wide selection of investment options
- Renowned investment, corporate and industry research
With Portfolio Partner, you can leverage our experience, strategies and advice as we help you achieve diversification and a balanced portfolio specific to your financial goals.
2. INVESTMENT CONSULTING SERVICES (ICS)
Investment Consulting Service (ICS) is Canada's leading Separately Managed Account (SMA) program and your gateway to institutional investing. With ICS, you can access the talent of leading third party investment management professionals from around the world who are not normally available to individual investors.
