Global Index Holdings offers a comprehensive suite of advisory services designed to empower you with expert investment strategies tailored to your unique financial goals. If you seek to maintain control over your investments while navigating the dynamic and regulated financial markets, our advisory mandates provide the ideal solution.
How It Works:
We begin by thoroughly understanding your financial objectives, risk tolerance, and investment preferences. Based on this assessment, your relationship manager collaborates with you to determine the level of interaction and support you prefer. They will offer tailored investment ideas aligned with your portfolio, allowing you the flexibility to implement these suggestions according to your preferences. Depending on your chosen mandate, you can select from various portfolio monitoring options.
Disclaimer: The availability of products and services depends on the client's domicile and Global Index Holdings' legal entity.
Certain products and services of the Global Index Holdings Pty Ltd are not accessible to residents and/or nationals of certain countries. Website users are therefore asked to consult the Terms of Use applicable to this website and to contact their nearest Global Index Holdings Pty Ltd entity ("Locations") for information on products and services available in their country.