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Our Services
Your journey begins with us understanding your unique investment priorities, needs and goals. According to your risk appetite, preferences and objective, tailored solutions are proposed for your attention from our best-of-breed product selection that’s based on independent tracking of a large array of funds, structured products and insurance options.
DISCRETIONARY
In a discretionary mandate, you delegate the investment management to Goshen. Goshen will manage your investment based on your investment goals, expectations and risk appetite. Discretionary mandate benefits the clients by having a more systematic and disciplined approach while alleviating psychological and emotional aspects.
ADVISORY
In an advisory mandate, the client controls and make all investment decisions. We will work with you to define the investment engagement process so that we can be your eyes-and-ears to the financial markets.