product
Advisory Portfolio
Asset Management
Execution Only Dealing
Fixed Income Products
Risk Free Arbitrage
Real Estate Funds
International Products
 

 

Our Products

 Advisory Portfolio

 

This product is designed for those who wish to retain control over investment decisions, whilst being kept informed of market trends, movements in particular stocks and the latest research. Our Advisory Portfolio Management has been designed especially for the client who wishes to have an active involvement in investment matters. We help you to define your investment objectives, taking into account your complete financial background and we work closely with you, providing advice on all investment matters. Our advice on your investments is based on quality research and the skills, knowledge and experience of teams of professional stockbrokers. We can monitor your portfolios using the latest technology to ensure that your objectives are met. We will provide portfolio valuations every 6 months and produce a comprehensive investment report at the end of each tax year which will consist of the following :

 

• Detailed valuation of assets

• Market Commentary

• Schedules of transactions and capital events

• Statements for all accounts

• Schedule of dividends and interest

• Composite tax certificate incorporating both dividend income and interest received

• Capital Gains tax computation

 

The average returns from advisory portfolio products are 19.38% per annum.

 

Minimum investment required for this product is USD 10,000

 Discretionary Portfolio

 

This product is suitable for clients wishing to delegate decision-making on investment matters to a team of dedicated professional advisers taking full responsibility for all investment and administration matters.

 

• Discretionary management within an agreed framework

• Regular monitoring of investments

• Regular valuations and reports

• Access to in-house and International research

• Interest bearing facility on funds awaiting investment

• Regular income payments to your bank (if required)

• Nominee service

• Detailed tax year end investment report

• Capital Gains Tax advice and computation.

 

The average returns from discretionary portfolio products are 20.63% per annum.

 

Minimum investment required for this product is USD 10,000

 Asset Management

 

Exhilway Finance is a leading asset manager for institutions, individuals and financial intermediaries.

Minimum investment required for this product is USD 20,000.

 

 Execution Only Dealing

 

A basic service that is designed to accommodate those clients who wish to carry out deals as swiftly and commercially as possible in international equity and commodities markets. Our Execution Only Dealing service has been designed for the client who does not wish to receive investment advices but is looking for a swift and efficient dealing service. Using the latest technology we offer our clients an effective dealing facility enabling us to operate in almost all the world's stock markets. Our investment administration aims to maximize the efficiency of our service and, consequently, we can offer you access to our cash management service which will relieve you of unnecessary administration. Whilst we are not able to give advice concerning the investment, we are able to ensure that you are kept aware at all times of the progress of a particular transaction. Investment transactions will be dealt with promptly in accordance with 'best execution' rules. You will be responsible for ensuring that we have sufficient cash and the necessary certificates and documentation to complete the transaction on time. We will not monitor your portfolio and you will retain responsibility for maintaining dealing records although we will be able to provide you with a valuation of your investments made through us. Commissions are charged on all purchase and sale transactions.

 

Minimum investment required for this product is USD 5,000.

 Fixed Income Products

 

This scheme is targeted at generating fixed income for our investors. Exhilway Finance as a part of its strategy invests funds in internationally in companies fixed deposits or debt schemes other than government securities backed by AA or AAA credit ratings. These instruments are secure in nature and are supported by required bank guarantees.

 

The average returns from secured fixed income products is 11.07% per annum.

 

Minimum investment required for this product is USD 500.

 

 Risk Free Arbitrage

 

This scheme is directed towards generation of risk free profits by exploiting market inefficiencies. This is generally done by creating a hedge between two different financial instruments of one company or a portfolio of shares. For Example, Our portfolio manager will buy share of XYZ in spot market and sell nearest future of XYZ in derivatives market thus creating a hedge. A spread is locked between the two instruments hence it facilitates risk free profit generation.

 

The average returns from risk free arbitrage products are 12.29% per annum.

 

Minimum investment required for this product is USD 1,000.

 

 Real Estate Funds

 

These instruments are targeted towards investment in various international developed properties which can fetch high rent for a longer duration. Total rents collected will be then distributed among investors. Under this scheme an investor may be entitled to bonus when the appreciated property is sold off.

 

The average returns from real estate fund products are 14.33% per annum.

Minimum investment required for this product is USD 20,000.

 

 International Products

 

Exhilway Finance being a global enterprise facilitates cross country investments. We provide pre-investment advisory to our customers for calculation of net returns after complying with tax structures of the proposed country.

 

The average returns from international products are 20.63% per annum.

Minimum investment required for this product is USD 10,000.