Navin Asset Management provides a professional investment management solution for clients that do not have the time or inclination to manage their own share portfolio, or simply want the freedom to pursue other activities.
We specialize in managing Australian share portfolios on behalf of Individuals, Companies, Trusts and Self Managed Superannuation Funds.
Our focus is to grow our clients’ wealth over the long-term while taking a moderate risk approach and aiming to minimize tax.
Our professional service, friendly approach and consistent investment returns provide our clients with a feeling of trust and security.
Benefits of our service include:
- Experienced discretionary portfolio management
- Specialist in Australian share investments
- Deliver consistent investment returns
- Handling of all administration and paperwork
- Prompt quarterly performance reporting
- Comprehensive financial year end tax reporting
- Complete transparency with on-line portfolio access
- Clients retain ownership of their share portfolio
- Develop long-standing client relationships
- Personal and friendly approach
With our service you enjoy the benefit of a professionally managed share portfolio combined with comprehensive administration and reporting features.
Navin Asset Management… “Your personal portfolio manager”