Discretionary Investment Management_ Benefits & Risks

1. Discretionary Investment Management: Benefits & Risks Discretionary investment management is a method of investment in which you, as a client, grant your portfolio manager full autonomy to make investment decisions on your behalf. This allows the manager to execute strategies and make adjustments quickly, without needing to seek your approval for each individual action. It provides a more hands-off experience, where the manager takes responsibility for day to day decisions and monitoring your portfolio’s performance. Picking one form of investment over the other is a task that requires careful consideration of several factors. How can you determine if discretionary investment management is a better fit for you than something like capital fund management? To find out if it is, here’s a list of benefits and risks that you can weigh against each other. Benefits ● Reduced Client Stress You don't have to worry about making daily decisions for your portfolio, your portfolio manager handles that. This allows you to stay stress free and confident that your investments are in good hands. ● Expert Decisions Since decisions are made by an experienced professional, you’re more likely to see a positive impact on your portfolio. This increases your potential for higher returns. ● Access to Opportunities A skilled portfolio manager has the expertise and resources to spot emerging investment opportunities, helping them make better informed, well rounded decisions for your financial growth. ● Swift Action

2. Without needing constant approval for every move, the portfolio manager can act quickly when market opportunities arise. This enables you to capitalize on timely and potentially high reward investments. ● Reduced Churning Since the manager is focused on long term strategy rather than constantly adjusting the portfolio, there's less risk of unnecessary trading, which can reduce costs and improve long term performance. Risks ● Higher Entry Costs Discretionary investment management typically comes with higher fees and minimum account requirements, which may be a barrier for first time or smaller investors. ● Placing Trust on Another A major risk is the level of trust you must place in your portfolio manager. By handing over control of your investments, you're putting faith in their expertise, which can be difficult for some. If you're leaning towards discretionary investment management, it’s good to keep a few things in mind: ● Choose a manager with a solid track record, someone you can trust to handle your investments. ● Make sure you’re on the same page with your portfolio manager about the strategy they’ll be using. ● Take a moment to evaluate your financial goals and ensure the chosen strategy aligns with them. ● Most importantly don’t forget about the high fees involved in this type of management.

3. If it feels like a good fit for where you’re headed financially, then you’re probably on the right track. If you’re looking to tap into this type of investment or investing in alternative assets, a great option could be Vedas Opportunities Fund. Here, it’s all about finding the right opportunities that align with your growth goals and scale your portfolio.