Fund/Portfolio Management Services

At OGR ASSET MANAGEMENT LIMITED, we offer comprehensive fund/portfolio management services designed to help individuals and institutions effectively grow and protect their investments. With our expertise, disciplined approach, and commitment to delivering superior results, we strive to maximize returns while managing risk.

We understand that each client has unique financial goals, risk tolerance, and investment preferences. That’s why we take a personalized approach to fund/portfolio management. Our experienced team works closely with clients to gain a deep understanding of their objectives and tailor investment strategies accordingly.

Through careful analysis and strategic asset allocation, we construct diversified portfolios that align with clients’ investment goals. Our investment professionals leverage a combination of quantitative models, fundamental analysis, and market insights to identify attractive investment opportunities and build well-balanced portfolios.

Short Term Note

The Short Term Note is a fixed-income investment product designed for clients seeking capital preservation and predictable returns within a short investment horizon. It offers a fixed interest rate over a specified tenor, with a pre-determined return on investment (ROI) payable at maturity.

This product is ideal for individuals and institutions looking to park surplus funds for short periods while earning stable and assured returns with minimal risk exposure.

Fixed Income Management

Fixed Income Management is a medium to long-term investment solution structured to provide clients with a steady and reliable income stream over time. Funds are invested in carefully selected fixed-income instruments such as bonds, treasury securities, and other debt instruments.

The strategy focuses on income generation, capital preservation, and risk management, making it suitable for investors seeking predictable cash flows and portfolio stability.

Target Savings Plan

The Target Savings Plan is a structured savings and investment product designed to help clients achieve medium to long-term financial goals through disciplined, periodic contributions. It encourages consistent savings while offering returns higher than traditional bank savings accounts.

This plan is ideal for goals such as education, home ownership, business expansion, travel, or retirement planning.

Financial Consulting Services

As a leading asset management company, we offer comprehensive financial consulting services to assist individuals and businesses in navigating the complex landscape of asset management. Our team of experienced consultants combines industry expertise with personalized guidance to help clients make informed financial decisions, optimize their portfolios, and achieve their long-term financial goals.

Investment Advisory

As a leading asset management company, we provide expert investment advisory services to individuals, families, and businesses seeking professional guidance in asset management. Our team of experienced advisors combines deep industry knowledge with personalized attention to help clients navigate the complexities of the financial landscape and make informed decisions to achieve their financial goals.

Our advisors take a disciplined approach to portfolio construction, focusing on diversification and risk management. We consider factors such as investment time horizon, liquidity needs, and clients’ risk tolerance to create portfolios that seek to maximize returns while managing risk effectively. Regular monitoring and rebalancing ensure that the investment strategy remains aligned with clients’ evolving financial circumstances and market conditions.

Experience the benefits of professional financial advisory services by partnering with OGR ASSET MANAGEMENT LIMITED. Whether you are an individual investor, a family seeking comprehensive financial guidance, or a business owner planning for the future, our dedicated team is here to provide the expertise you need.

Financial Planning

We offer comprehensive financial planning services designed to help individuals and businesses take control of their financial future. Our experienced team of financial planners combines industry expertise with personalized attention to create tailored plans that align with clients’ goals, aspirations, and unique circumstances.
We utilize a range of investment strategies and financial tools to help you achieve your goals. From diversifying your investment portfolio to identifying tax-efficient savings options, we’ll guide you through the best course of action. Our planners will continuously monitor your progress, providing ongoing advice and adjusting strategies as needed to keep you on track.