Pick A Mutual Fund Portfolio, We’ll Manage It, While You Reap The Gains.

With the automated rebalancing of our portfolio solutions, you can maintain your goals & save time. 

Select an investment goal, we’ll implement a portfolio that fits.

Hybrid investing

Combine asset allocation based on your risk tolerance with index investing, which can help you stay up with the markets.

Retirement Savings

Find a retirement strategy that will maintain the right lifetime allocation of your retirement money.

Retirement Earnings

Pick a single fund that is tailored to investors’ risk appetites & needs for retirement or other income.

A hybridization of index investing & asset allocation with Finance Service Limited MarketMonitor Portfolios®

These four portfolios provide a great selection of asset allocations at various risk profiles.

Choice

Choose the portfolio that best matches your risk tolerance.

Features

DiversificationPurchase a mix of investments in a single portfolio

Automatic rebalancingWe bear the stress of portfolio management

No investment minimum

What it does

The Fundamental Index® & market-cap index strategies are combined in the Finance Service Limited Finance Management MarketMonitor Portfolios, enabling you to select the portfolio that best suits your risk profile & objectives. Each of these strategies includes a distinct mix of varied investments.

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Utilize our Target Date Funds to build a balanced retirement portfolio.

Choice

The majority of Finance Service Limited Finance Management Target Index Funds’ holdings are passive index ETFs.

Finance Service Limited Target FundsConsists of investments from Finance Service Limited Finance Management & other parties, both passive & active.

Finance Service Limited Target Index Funds Exclusive Finance Service Limited Finance Management offering of passive index-based ETFs.

Features

DiversificationPurchase a mix of investments in a single portfolio.

Automatic rebalancingWe bear the stress of portfolio management.

No investment minimum

What it does

One of the most common investing errors is neglecting to modify your portfolio for your evolving financial demands over time. Target date funds are aimed at helping you avoid this error. With our Target Date Funds, our Asset Management reassigns the fund’s investments, shifting from more aggressive to more cautious as the target date approaches & beyond, assisting in risk reduction & helping you get ready for retirement.

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A Monthly Income Funds portfolio, allows wealth generation even in retirement.

We’re offering three unique fund portfolios tailored toward your retirement investment needs.

 

These will ensure that there is a constant cycle of income to ensure financial security for you when you retire.

Choice

Choose your desired payout:

Features

Intended to offer portfolio owners a monthly income.

Diversified mutual funds: Mutual funds & ETFs that invest in stocks & bonds.

Low expense-to-income ratios.

What it does

Three integrated mutual funds in the Finance Service Limited Monthly Income Funds family assist investors to satisfy their risk appetites & income demands for retirement or other purposes. Asset classes are distributed by our Asset Management by each Fund’s payout policy.

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