Products

A select list of financial products that can be included in your portfolio

We work with managers who have demonstrated ability to outperform markets consistently over time

Exposures to these products are recomended based on many factors including your risk tolerance, short term and long term financial goals, apart from detailed analysis of your investment history and preferences. We advise you with the objective of bringing stability to your portfolio and for effectively rebalancing your portfolio.
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Equities

We believe that equities are one of most vibrant asset classes and there are several vehicles available to participate in equity markets.

Following are the offerings in equity space :

  • Equity Mutual Funds
  • Direct Stocks
  • Third Party Portfolio Management Services
  • Exchange Traded Funds (ETFs)
  • Equity-linked notes and structured products
  • Offshore stocks and funds
  • Private Equity Funds

 
When it comes to selecting actively managed funds, we prefer managers who have a demonstrated ability to outperform markets consistently over time. However, when our objective is to gain broad exposure to a given market and take advantage of tactical opportunities, we also buy indices directly (ETFs or futures).

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Fixed Income

Fixed income strategy forms part of all our portfolios primarily because it brings stability to your portfolio and allows us to effectively rebalance the portfolios from time to time.

Following are the offerings in Fixed Income space :

  • Debt Mutual Funds
  • Government and Corporate Bonds
  • Bank and Corporate deposits
  • Structured products
  • Foreign currency Bonds

We tend to buy government bonds directly. For investment-grade and high-yield bonds, we invest through a mixture of actively managed funds and indices. The overall credit rating, duration and currency exposure of your fixed income portfolios is actively managed and monitored by WMU’s investment team.

Property
We gain exposure to this asset class through a variety of means depending on client needs, market outlook and position in the cycle. This may include direct real estate, both residential and commercial, actively managed real estate funds, listed property stocks, etc. Our priority is to buy direct real estate and we have tied up with several real estate brokers so that a suitable property can be identified for you.
Commodities
We recommend a small exposure to commodities, particularly an exposure to Gold, energy, agriculture, precious and base metals through both actively managed funds and exchange-traded funds either from India or through our Singapore investment platform.
Private Equity
We advise you to invest in private equity in a diversified manner rather than with only one or two managers. We help them achieve the right mix between sectors through venture capital and development capital.
Derivatives
We also believe that futures and options are becoming part of financial planning, especially in hedging the portfolios or specific high stock exposures. We assist you in executing the F&O transactions on a very selective basis, which primarily depends on your market experience and risk tolerance.
Insurance
Life Insurance and Non-Life Insurance ensures we mitigate the known risks on life, assets and encumbrance risks. Our open architecture model ensure we bring the best insurance solutions to you at fair and reasonable costs.