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Forefront prides itself on being a boutique investment firm, and relationships with us go beyond the investments you make through our Portfolio Management Services.
Fund Manager Access
At Forefront, your point of contact is one of our three investment managers, not a relationship manager. Our investment managers are completely
accessible to you, even beyond questions related to your PMS portfolio. If you want us to give you an informal opinion on another investment, or are an
NRI who needs guidance with your overseas assets, we are here to help. Our relationship with you is as much about the service we provide as it is about the returns.
Transparency
Financial services is a business of trust and we believe in complete transparency in everything we do. We set realistic performance expectations for our
products and deliver on them. We also disclose all fees and charges to our clients upfront. Furthermore, we have
detailed documentation on our billing methodologies for management and performance fees that we are happy to share with our clients.
Best in Class Reporting
Forefront gives you access to best in class and timely portfolio reporting as a client. A few offerings:
- Daily portfolio performance - web login
- Monthly management letters - first business day of month
- Monthly account statements - fifth business day of month
- Annually audited account statement
- Customized reports on request
To speak to a fund manager, please .
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