In the current market scenario, a provider of private wealth management
offshoring services with specialized industry expertise and exposure to
multiple asset classes is critical. Irevna's wide variety of experience in
diverse domains such as equity, fixed income, derivatives and risk management
helps provide customized services to private wealth management firms.
Irevna's team has helped some clients in designing effective investment
structures and managing portfolios in tax efficient fashion. Our private wealth
management products and services include financial research across all asset
classes, portfolio strategy assistance, portfolio modeling, performance
attribution analysis, rebalancing and valuation, stock picking strategies,
analytical frameworks and trend analysis, broker report summaries, NAV
computation, and investor updates.
Our offshore associates are MBAs from premier institutions and CA/CPAs who have
extensive experience in investment research, quantitative analysis, and
expertise in a variety of financial tools.
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