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Investment Management

Reliance Capital offers a comprehensive investment management service to it clients.

Investment Philosophy & Portfolio Design

Reliance Capital applies academic research to the practical world of investing. Our objective is to help clients develop globally diversified portfolios and to add value through reduced costs and taxes.

We develop structured portfolios for each of our clients using a combination of cost effective, pure and tax-efficient index funds, exchange traded funds, shares and derivative based investments. The driving forces behind our investment strategy are discipline, tax-efficiency, diversification and protection of capital. The portfolios are managed to adapt to changing economic conditions, tax considerations, cash-flow needs and each clients personal situation.

We add value through careful portfolio construction and tax management

Our portfolios;

• Are grounded in the efficiency of capital markets
• Capture specific dimensions of risk identified by academic research
• Enhance returns through minimising transaction costs, fees, and taxes