Advisory Services | UBL Digital

Advisory Services

Take Advantage of our tailor made investment advisory service and delegate this responsibility to our qualified professionals.

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Advisory Services

Investment Advisory Services using SMA's

Managing an investment portfolio successfully requires skill, decication and time.
Take Advantage of our tailor made investment advisory service and delegate this responsibility to our qualified professionals.

Customized Portfolio Management

At UBL Funds, we develop a customized portfolio keeping in mind your risk profile and investment objectives. Your portfolio can comprise of stocks, bonds, mutual funds, and other investment instruments – tailored to address your personal preferences and specific financial goals over your desired investment tenure.

Our investment management team will work with you to help identify your investment objectives and return expectations based on your risk profile and current investment holdings
We then develop an appropriate asset allocation mix that would work towards the achievement of your investment objectives
Once the asset allocation has been agreed, your investment manager will deploy your investments in line with the investment strategy
In implementing the investment decisions, the investment management team works under clearly defined investment guidelines which allows efficient risk management of your portfolio

Is Investment Advisory the right option for you?

Managed Accounts offer many benefits over other ways of investing and are ideal for clients whose investment objectives do not naturally fit within the mandates of mutual fund investment schemes. You should consider opening a Managed Account if you:

Enjoy the benefits of working closely with an investment advisor
Seek exclusive fund management and investment advisory services
Have a specific investment style or financial goal that requires personalized and flexible strategy construction
Have a substantial lump sum to invest

Disclaimer: All investments in mutual funds and pension funds are subject to market risks. The NAV of units may go up or down based on market conditions. Past Performance is not necessarily indicative of future results.

Advisory Services