Discretionary Portfolio Management

Small Savings add up to big sums.

Discretionary Portfolio Management is a tailor-made investment service for investors based on their risk tolerance, preferences and objectives.

We aim to generate consistent portfolio returns by utilizing local and foreign capital market instruments following active management philosophy and investment risk principles.

Transaction Fees and comissions

Fees and commissions that are paid in line with capital market transactions for the investor’s portfolio.

Performance Fee

Portfolio performance is measured by the benchmark determined together with the investor. A predetermined percentage of the excess return generated above the benchmark is collected as a performance fee.

Management Fee

It is calculated on a daily basis based on the total size of the portfolio managed, accrued at the end of each month, and collected on the following business day.