Discretionary Management

Under this method the client grants Reliance Capital a mandate delegating the management of his assets to the firm. This mandate gives us the ability only to buy and sell securities on behalf of and in the client’s account, within the parameters and the strategy previously established with the client. It is important to note that this mandate does not allow Reliance Capital to withdraw funds from the client’s account, or to create loans or debits without prior written permission from the client.

The constant and sudden changes as well as the growing uncertainty in financial markets present an increasingly complex challenge for the management of patrimonial assets. A deep knowledge of markets and their dynamics, the availability of advanced information systems and the continuous monitoring of portfolios are vital elements in the appropriate management of financial assets in order to maximize opportunities and avoid costly mistakes.

We combine our considerable and extensive knowledge of financial markets with our advanced technology to enable us to make the most appropriate investments decisions for our client’s benefit.
 
For clients who find it difficult to monitor their investments on a regular basis because they do not have the time, availability, tools or knowledge required, or for those who prefer to simplify their lives, the ideal solution is to delegate the management of their investments to Reliance Capital through a Discretionary Management mandate.