Post on 25-Jan-2015
description
Sinergi Management Limited
Six Service Steps
Six Service Steps
2. Research Solutions
3. Develop Reports
Six Service Steps
2. Research Solutions
6. Monitor & Review
3. Develop Reports
5. Arrange Products
Six Service Steps1. Fact Finding /
Risk Profiling
4. Personal Recommendations
Six Service Steps1. Fact Finding /
Risk Profiling
Six Service Steps1. Fact Finding /
Risk Profiling
2. Research Solutions
Six Service Steps1. Fact Finding /
Risk Profiling
2. Research Solutions
Six Service Steps1. Fact Finding /
Risk Profiling
2. Research Solutions
3. Develop Reports
Six Service Steps1. Fact Finding /
Risk Profiling
2. Research Solutions
3. Develop Reports
Six Service Steps1. Fact Finding /
Risk Profiling
2. Research Solutions
3. Develop Reports
4. Personal Recommendations
Six Service Steps1. Fact Finding /
Risk Profiling
2. Research Solutions
3. Develop Reports
5. Arrange Products
4. Personal Recommendations
Six Service Steps1. Fact Finding /
Risk Profiling
2. Research Solutions
6. Monitor & Review
3. Develop Reports
5. Arrange Products
4. Personal Recommendations
Six Service Steps1. Fact Finding /
Risk Profiling
2. Research Solutions
6. Monitor & Review
3. Develop Reports
5. Arrange Products
4. Personal Recommendations
Six Service Steps1. Fact Finding /
Risk Profiling
2. Research Solutions
6. Monitor & Review
3. Develop Reports
5. Arrange Products
4. Personal Recommendations
Investment Strategy & Management
1. Report to Client
2. Research Solutions
6. Monitor & Review
3. Develop Reports
5. Arrange Products
4. Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
4. Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund ManagerFund ManagerFund ManagerFund Manager
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Research Solutions
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Research Solutions
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Research Solutions
Develop Reports
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Research Solutions
Develop Reports
Arrange Products
Investment Strategy & Management
Report to Client
Asset Allocation
Fund Manager DFund Manager CFund Manager BFund Manager A
Adviser
Research Solutions
Develop Reports
Arrange Products
Monitor / Review
Sinergi Management
Thank You