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  • Goal Based Wealth Management

​​We provide consolidated reporting of all bank accounts and all asset classes, to enable making strategic decisions on asset allocation and manage risk.

We monitor the investment performance in terms of return and risk and bespoke reporting, including cash flow aspects.

We review actual performance against the forecast and adjusting strategy accordingly.

Consolidated reporting helps our clients have better view and ongoing monitoring of the implementation of investment policy and its results. Such services shall not replace accounting and audit services.

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  • Home
  • About
  • Investment Banking
    • About Alpha
    • Customized Private Placements >
      • Download Guide
      • About Structured Products
      • Our Unique Advantages
    • Mergers and Acquisitions
    • Fund Raising
    • Funds Management >
      • About Funds Manangement
      • Download P2P Fund Information
    • Real Estate
  • Family Office
    • About TAO
    • Wealth Management for HNWI
    • About Our Services
    • Our Core Services >
      • Integrated Planning
      • Investment Management
      • Consolidated Reporting
    • Engaging in Philanthropy and Impact Investment >
      • Philantropy
      • Impact Investment
    • Concierge & Lifestyle
  • Contact
  • Goal Based Wealth Management