Clients today look for financial managers who are not just strong on innovation, market and financial acumen but also reliable and trustworthy. This is where External Asset Management or EAM comes in. EAM refers to an asset management model where a licensed independent asset manager is appointed by the client to manage his assets in his account with a designated custodian bank. An EAM is also aligned with a client, because its investment philosophy is not affected by revenue considerations. An external asset manager must necessarily ensure client’s assets are with a custodian bank. However, it retains the access to the best products and financial solutions of the most sophisticated financial institutions that it can customize as per the needs of its clients. It is also a win-win for the client as he retains the choice to grant the EAM a “discretionary mandate” where the asset manager has the discretion to make investment decisions, or an “advisory mandate” where the client is advised by the manager and makes his own decisions.
As an EAM, we have has partnered with some of the world's most respected, reliable and secure financial custodial firms and are ideally equipped to respond swiftly and effectively to our clients’ needs. Partnerships with strong third party financial custodians are at the foundation of our solution. We commit ourselves to providing the highest quality investment advisory and wealth management. At the same time, our open architecture model ensures our clients’ access to a large pool of high quality research, and state-of-the-art processes. The satisfaction of our clients’ and partners remains our driving force and allows us to provide superior service with maximum efficiency.