General Asset Investment

At Bf Solutions our wealth management solutions are here to serve all your basis investment needs .We offer you a personalized consul as well as a wide range of investment solutions, including investment funds, structured products, non-traditional asset classes such as hedge funds, real estate, commodities and private equity, as well as financial market and fiduciary investments. We offer an efficient comprehensive solution for managing your wealth making offering a reliable and efficient investment team of experts on top of the market 24 hours a day, around the world, working on your investment success, with a variety of wealth management solutions to match your needs You can be rest assured your assets are always in good hands.

Investment Planning/Advisory

We offer an Investment Planning solution tailored to fit your desired requirements. We offer everything you need to invest your assets successfully: personal advice and investment solutions customized to your needs. We offer everything you need to invest your assets successfully. We work in conjunction with already existing financial professionals handling your finances we are no strangers to having a joint effort involving your attorney, accountant, banker, insurance agent or real estate specialist with the aim of accomplishing your desired outcome.

Portfolio Management

Our understanding of the various market dynamics has given us the ability to adopt a dynamic approach to achieve our clients’ investment objectives. Our Portfolio Management Service works closely with the rest of our personnel and infrastructure in areas such as distribution, marketing and investor services.

Types of portfolio Management

Discretionary Portfolio Management: The Portfolio Manager has full and absolute discretion over the Assets Management of a client. In today’s fast changing and volatile market, the management of equities cannot just be traded using a buy and hold strategy by using our UTL Discretion Portfolio Management service, our clients are assured that we are actively watching over their wealth on a continuous basis.

Non-discretionary portfolio management: All Investment portfolio decisions are approved by the client. We will provide regular reporting, market updates and research information to assist you in making informed decisions.

Portfolio Management Reporting and Investment Commentary: You are constantly kept updated on every step and action regarding your finances your investment advisor is always ready to personally discuss specific aspects of your portfolio or the overall status of your investment at your request.

the client reserves the full right to take his own decisions.

Business Restructuring & Turnaround Services

The services of our professional are relied upon daily by business, companies and various non for-profit organizations help them and their stakeholders overcome all issues that arise both financial and operational.
By assisting underperforming and financially challenged companies, creditors, and lenders improve business performance while implementing strategy changes. Our skilled professionals guide clients in overcoming a variety of challenges by offering strategic advice in a variety of areas ranging from.

A) Performance Improvement

Our experienced professionals focus on improving efficiencies, reducing unnecessary costs, evaluating business operations, facilitating change management, and reconciling operational improvements with financial performance which in turn increase revenue. Our services are relied upon by all forms of organizations that are underperforming or seeking profit improvement, as well as those in transition or those in the midst of a significant M&A(merger & acquisition). Whatever the situation maybe our track record indicates we are a one stop shop to our clients’ financial performance needs.

There are certain challenges that come with business merges and Acquistion’s such as.

Failed Integration

Inadequate due diligence

Overestimating synergies

We offer program and trainings designed to offer post-acquisition integration services which includes developing training programs, and monitoring progress. Our performance improvement service is made up of the following individual services

Profit Improvement

Cost-reduction opportunity analysis

Revenue and margin improvement strategies

Productivity improvement

Organization structure and effectiveness improvement

Lean, Six Sigma and continuous improvement

Dashboards, metrics and Key Performance Indicators

Supply chain and logistics improvement

Strategic planning and growth strategies

Our services include:

1) Following approval, finalization of insurance placement with the chosen insurer and organizing held cover letter.

2) Review of policy document issued by insurer to ensure that it is in line with requirements and that there are no unknown gaps.

3) Streamlining of insurance claim handling procedure and providing operating manual/guidelines for client departments/personnel.

4) Handling of all insurance claims, including negotiations with insurers and surveyors, to ensure expeditious settlement. Periodic proactive engagement with client on pending claims.

5) Re-review of insurance programs 90 days before the end of the policy period and present recommendations in line with changes in the market, risk profile, experience over the expiring policy year, and arranging renewals terms.

6) Assigning a dedicated relationship manager.

7) Periodic training programs for key employees on various aspects of the policy and claim matters.

8) Reviewing operations and business activities to identify various risk exposures in discussion with the client’s finance/operations/plant/safety/security/logistics executives.

9) Risk inspection of manufacturing plants/warehouse and key business centers for comprehensive review of various operational risks.

10) A comprehensive insurance program designed to offer maximum protection for all assets, liabilities and people.

11) Helping rationalize existing covers by merging policies or formulating all-inclusive package policies to reduce administration work without undermining the scope of insurance covers.

12) Inviting quotations from leading underwriters of well-rated and well-established Indian and international insurers (wherever appropriate).

13) Analysis and evaluation of quotations received from various insurers with recommendations on the best, most competitive cover available.

Team Approach

Our team of experienced investment professionals regularly evaluate the performance of our investments against the appropriate benchmarks checking that the selected investments performed at the expected level. Daily analysis is carried out on macro-economic issues, changes to tax statutes, and due diligence on individual equities, fixed income and mutual funds giving our professional a perspective on the investment approach that will suffix more effectively. Our research focuses on identifying investment themes we believe to be in a long-term positive trend. Our portfolio management teams approach towards asset allocation has been one of our keys to success of effective portfolio performance, strongly advocating proper diversification effectively allocating several distinct asset classes including alternative investments, when suitable. Within the broad equity asset class, examples of “sub-asset classes” would include large capitalization equities, small capitalization equities, domestic equities and foreign equities. Within the broad fixed income asset class, sub-set classes vary according to maturity/duration (e.g. short, intermediate, long-term); type of issuer (e.g. government, corporate, municipal); and credit quality

Consistent Monitoring and Reporting

Our investment finance team monitors the performance of our client’s investment daily providing reports as well as personal meetings to review accounts. Our Investment managers are expected to be available to meet with the individual clients quarterly to review portfolio structure, strategy, and investment performance. Investment reports shall be provided on a (calendar) monthly basis or as requested by the client. Indicated below are the contents of a report on investment, but is not limited to:

Performance of investments against benchmarks and rate of return

objectives on a daily basis

Review of investment activity during previous quarter

Guidance and recommendations for direction of investments

Dividend and fixed asset income projections for upcoming 12-month period

An in-depth view of all associated fees

Any information and/or reports requested by the client.

Tax and Expense Minimalization

Our Investment decisions are carried out in consideration to the various tax consequences our clients face in their respective country of residence as well as the managerial and transactional expenses of managing a portfolio by providing tax planning services with a keen awareness and command of tax laws assisting in making effective investment.

meets on a daily basis to review proprietary and external research on macro-economic issues, changes to tax statutes, and due diligence on individual equities, fixed income and mutual funds. Through these meetings, we regularly evaluate the performance of our investments against the appropriate benchmarks to check that selected investments perform at the expected level.For more information regarding our various investment options complete the questioner for a free consultation with our professionals bfsolutiongroup.finance