With increase in trade, people want to invest their money at the right place or with a right company who can take care of their money with appropriate ROI (return on investment). Keep eyes to this increasing demand, there are many advisers who give advices to invest your asset at proper place. But before choosing such a consultant you should consider certain factors or ask your fiduciary some questions for your assurance.

 Such questions are given below:

  • Are you financial services provider under the law? If yes, will you continue to be my fiduciary all the time during the client-advisor relationship? The Answer should be “YES”.
  • What extra services you provide than other companies?
  • Will financial planning advice be separated out from your investment advisory services?
  • Whether your company takes any third party compensation while choosing your investment advising services?
  • Will you provide me any proprietary products? And the answer should be “NO”.
  • What will be the total costs and expenses as per my requirement and portfolio? Whether it should be annual basis or monthly?
  • I know it sounds crazy but you should ask your advisor before hire that “What is your qualification”.
  • Have you ever been cited by a professional public authority agency for corrective reasons?
  • Will you sign as a Financial Consulting Company?
  • How long have you in this business?
  • Who will work for me from your company?
  • Which accounts will be used in my investments so that they will remain safe?
  • How many clients do you possess?

With the increased availability of financial services providers, investors get confused. Many consumers falsely believe that their advisor is performing well and never cheat them even a pinch also. But sad it is always not working. So before hire an advisor you should ask all the above questions which will help you in your financial investment. Good Luck!!

 
When looking at your own investment time frame you will need to identify your own short, medium and long-term needs. Once this is done you can then set about building a plan around these and maximising the growth potential for each part of your investment.

Long term investing is an excellent way for more conservative people to make great money. You have a number of investment choices including; property, shares, listed investment companies, managed funds, bonds or other cash products.

Long Term needs can really be classed as the true wealth creation needs. Your long term needs would typically consist of the need for financial stability and wealth in later life. Long term investment strategies will hopefully achieve the potentially higher growth rates while also taking advantage of the effects of compound interest.

Long term investing requires that you consider where you want to be in more than 10 years and often what you want your finances to look like in 20 or 25 years. Long term investing requires that you try and ignore the ups and downs of what is happening day-to-day on the financial market, and look at overall returns over time. With the stock market, this means reminding yourself that if you have enough time, the stock market will rebound.

The keys to success for any long-term investment strategy are proper asset allocation and diversification.

Fontego capital is financial consulting company. Our core investment strategy aims at providing absolute returns, while focusing on developing a ‘real estate-like’ portfolio of diversified asset classes.

Our objective is to achieve the lowest possible ‘beta’ and high compounding returns. The backbone of our investment strategy is to be constantly aware of global macroeconomic trends, and to use our observations of these trends to identify the long-term direction of relevant asset values. The key focus of our analysis includes an awareness of emerging markets, demographic trends such as urbanization and the growth of the middle classes, as well as improvements in infrastructure and productivity.

We look in particular for those businesses which possess what we term the ‘moat’ factor, a set of unique qualities which, coupled with their structural competitive advantages, can lead to sustainable long term value creation.

So contact us for long term investment strategies, financial investment advice, fund management, investment advice etc.