CUSTOMIZED PORTFOLIO
Portfolios Designed Around Your Goals — Backed by Independent Research.
At Capital IQ, we recognize that no two investors are alike. Every client has unique financial goals, risk tolerance, and time horizons. That’s why we don’t believe in one-size-fits-all investing. Instead, we design customized portfolios built on independent buy-side research, tailored to align closely with your objectives.
Our Portfolio Building Process
Client Discovery & Interview – We begin with a detailed discussion to understand your financial journey, goals, constraints, and expectations.
Defining Investment Objectives – Together, we outline clear objectives, such as capital growth, income generation, capital preservation, or a combination.
Risk Assessment – Using structured tools, we assess your risk appetite and investment horizon to help align your portfolio with both your comfort level and financial capacity.
Asset Allocation Strategy – We determine an appropriate mix of equities, fixed income, and alternative assets, guided by research, macroeconomic outlook, and your risk-return profile.
Security Selection – Leveraging our equity and industry research, we highlight securities that may add value to your portfolio. Every stock or sector choice is based on fundamentals, not speculation.
Portfolio Implementation – We construct and deploy the portfolio in a disciplined manner, aimed at cost efficiency and thoughtful entry points.
Ongoing Monitoring & Rebalancing – Markets evolve — and so do client needs. We monitor portfolios continuously, rebalance allocations, and adjust strategies to keep them responsive to your evolving goals.
Why Customized Portfolios Add Value
Tailored to You – Every decision is made with your personal objectives and constraints in mind, rather than a generic model.
Research-Driven – Built on Capital IQ’s independent buy-side research for informed decision-making.
Dynamic & Flexible – Adjusted as markets shift or as your financial situation evolves.
Disciplined – Helps reduce emotional decision-making by following a structured strategy.
Disclaimer: Capital IQ (Pvt.) Ltd. provides independent consulting and research services. We do not take deposits, manage client funds or execute transactions on their behalf. All investment decisions remain the sole responsibility of the client.
