Assets Under Advice
Explore the investment categories that may come up in a planning discussion. Your goals, investment horizon and capacity for loss help determine what is suitable.
Investment categories
Examples are for discussion. The adviser confirms availability, investor eligibility and the scope of advice before engagement.
Stocks & equity
- Listed and unlisted shares
- Pre-IPO shares
- Mainboard and SME IPOs
- Long-term equity investing
- Thematic and sectoral stocks
Mutual funds
- Equity, debt and hybrid funds
- Index funds
- Sectoral and thematic funds
- International funds
- Systematic investment plans (SIPs)
Specialised funds & managed portfolios
- Specialised Investment Funds (SIFs)
- Portfolio Management Services (PMS)
- Alternative Investment Funds (AIFs)
Startups & private equity
- Startup and angel investing
- Venture capital
- Growth-stage companies
- Private equity
Corporate debt & fixed income
- Corporate bonds
- Bank and corporate fixed deposits
- Non-convertible debentures (NCDs)
- Tax-free bonds
- Market-linked debentures (MLDs)
Real estate & infrastructure
- Real Estate Investment Trusts (REITs)
- Infrastructure Investment Trusts (InvITs)
Commodities & precious metals
- Gold and silver ETFs
- Sovereign Gold Bonds
- Commodity ETFs and funds
- Funds of funds
- Direct gold and silver
Global investments
- US and other global stocks
- International mutual funds
- Global ETFs
- Offshore funds
- Direct international investing
- Access through GIFT City
GIFT City investments
- GIFT City mutual funds
- Global ETFs and offshore funds
- International stocks
- Alternative investments
- Global asset allocation
Other planning options
- Term, health, life and motor insurance
- National Pension System (NPS)
- Public Provident Fund (PPF)
- Government securities
- Alternative assets
- Foreign currency
How does this relate to fees?
The investment categories above do not determine your billable assets. The client agreement sets out the eligible assets and the valuation basis for an AUA-based fee.