Our portfolio management service connects clients with portfolio managers who manage investments in a variety of assets and exchange-traded options, ensuring optimal growth and strategic management on their behalf.
We connect our clients with portfolio managers who handle diverse assets, ensuring optimal growth. We identify opportunities, enhance returns, and manage risks, providing strategic investment solutions tailored to your goals.
Trust is important, but so is control. Aetram does not request custody of your funds. Instead, you keep full ownership while allowing us the trading access required to efficiently manage your investments. This collaborative method provides security and control.
We understand that each investment has unique needs. We tailor our PMS options to your specific financial goals and risk tolerance, resulting in a personalised investment experience.
At Aetram, our experienced financial specialists offer a depth of knowledge to managing your portfolio. With their broad expertise and experience, you can be confident that your investments are in capable hands.
Transparency is critical to establishing trust. We adhere to established reporting standards, guaranteeing comprehensive updates on the performance and advancement of your investments. With us, you'll always know where you stand.
Back-Office Access to Track Performance of Portfolio.
Monthly Trade Report which contains list of all trades executed for the period.
Quarterly Audit Report which shows NAV vetted by Top International / SCA authorized Audit firm.
Aetram Finserv LLC is regulated by the U.A.E Securities and commodities Authority and authorized to conduct activities of Dealing in Investment - Managing Investment of Investment Funds & Securities Portfolio Management (License No: 20200000194). Financial Consultations, Introduction and Promotions (License No: 20200000257).
For complaints and Grievance, please write to us: complaints@aetramfinserv.ae.