Investment Advisory Private Equity
Advice
With our access to a wide range of products from our partnerships with international fund houses globally, we give unbiased and unrestricted advice aligned to our clients ‘needs for protection and return on investments.
Advice
With our access to a wide range of products from our partnerships with international fund houses globally, we give unbiased and unrestricted advice aligned to our clients ‘needs for protection and return on investments.
Access
We provide independent advice based on your financial goals, risk profile and make recommendations from a wide range of retail investment products that will meet your needs and objectives.
Access
We provide independent advice based on your financial goals, risk profile and make recommendations from a wide range of retail investment products that will meet your needs and objectives.
Options
Our managers consider a wide range of investments options in creating well diversified bespoke portfolios for our clients with allocation to different asset classes, currencies and geographies in response to our clients’ investments needs and goals.
Options
Our managers consider a wide range of investments options in creating well diversified bespoke portfolios for our clients with allocation to different asset classes, currencies and geographies in response to our clients’ investments needs and goals.

Our Mission

Our Mission is to work with our individual clients and institutional investors to providebespoke packaged investment solutions for their own investment needs.

Our commitment to our clients is captured in our investment philosophy that is towork with our clients to help Protect, Grow, Enhance and Optimize the wealth theyhave built over time.

Our Mission

Our Mission is to work with our individual clients and institutional investors to providebespoke packaged investment solutions for their own investment needs.
Our commitment to our clients is captured in our investment philosophy that is towork with our clients to help Protect, Grow, Enhance and Optimize the wealth theyhave built over time.

What We Do
We provide leading investments products and services to private high net worth individuals and institutional clients.
We work in partnership with some of the world’s finest fund houses to provide a wide range of investment products across different asset classes, currencies, and geographies globally.
We leverage our long-standing relationships with international partners and leading fund houses to facilitate exclusive access to select investment platforms/products across different asset classes and global currencies for our clients.
We have a variety of Secure Capital guaranteed Foreign Currency Investments across asset classes (Corporate Bonds, Money Market funds, Private Equity Buy Out Funds) and time horizons from short term liquid investments to medium term investments in a range of currencies US Dollar USD$, Euro EUR€ and British Pound GBP£.
Optimal Diversified portfolio

Investments across asset classes, time horizons and currencies.

Range of accepted currency for investments

US Dollar, Euro, British Pound, Singaporean Dollars (use currency symbols here)

Different investment tenors and investment horizon

- Liquid funds below 1 year

- Short term investments below 2 years

- Medium-term investments above 2 years.

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Superior returns

Up to 20% Per annum interest rate

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Secure Capital Guaranteed Foreign Currency Investments

secure-capital-guaranteed-foreign-currency-investments

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Features of our Products
  1. Innovative Investments strategies as we create bespoke portfolios withaccess to different investment products with different risk and returns profiles.
  2. Access to exclusive products and trading platforms.
  3. Superior returns of up to 20% on Foreign Currency & stability of base currency
  4. Fixed Regular Interest options: Quarterly, bi-annually & annually
  5. Range of maturities and investment time horizons
  6. Security and protection of our clients’ wealth
  7. Capital preservation and protection guarantee on the lower risk profile productrange.
  8. Higher risk profile higher return investment products with higher weighting onglobal equities.
  9. Multi-asset balanced fund offering diversified extensive exposure to globalequities and bonds with up to 25 underlying allocations in some of theinvestment products.
  10. Asset allocation based on model portfolios provided by some of the world’sbest fund managers.
6 steps to setting up your financial plan.
Step 1
Step 1
Assess your current financial situation
Step 2
Step 2
Define your investment goals
Step 3
Step 3
Determine your risk profile
Step 4
Step 4
Decide what to invest in
Step 5
Step 5
Monitor your investments against your investment goals
Step 6
Step 6
Rebalance, update and reallocate your portfolio as necessary
As licensed financial advisors, at Optiva we use strategies like offshore buy-out firms and 100% legal tax strategies to help our clients create more wealth. We have built up the mid-market's most sizeable team of in-house experts as well as a diverse and far-reaching network which can help the businesses we back to grow faster.
Our investment options and advice are based on well-researched investmentstrategies by our partner team of professional fund managers and published intoperiodic investment strategies focused on choice investments aligned to globalgrowth sectors.
We believe thoughtful management of resources and people makes good business sense. Done effectively, responsible investment drives value in our portfolio and for the investors who back us.
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