Asset Management

We apply an investment strategy for opportunities that are diversified and global in scope.

We pursue most of the following broad strategies:

At Munich Financial Services Consultant we emphasizes diversity in asset classes, industry sectors and geographic areas and invests in a variety of domestic and international equity and debt securities and other instruments.

We offer our Clients the opportunity to invest in a global multi asset class strategy via our Flagship product i.e. Munich Financial Services Consultant Balanced Fund

Munich Financial Services Consultant Balanced Fund is an open-ended multi-asset portfolio pursuing absolute capital appreciation strategy with balanced risk profile.

The fund invests for short to medium time horizon into exchange traded and liquid financial instruments across equities, conventional fixed income, yield enhancers, structured products, commodities and precious metals comprising a basket of investments in assets diversified in risk-return profile and across cycles.