Our Story
Our Roots Run Deep:
The word 'Avallis', is derived from the Sanskrit language. It signifies trust, confidence, protection and growth, all of which are core values that are embodied within us.​
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Founded in 2015, we have spent nearly a decade providing exceptional investment services. Our extensive experience and proven track record have proven our ability to navigate the market time and time again, be it in favourable or challenging times.​
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We are a subsidiary under the Avallis Group, and hold a Capital Market Services (CMS) license for fund management.
Our Vision
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Bespoke Wealth:
We strive to set the standard in asset management. By offering bespoke solutions tailored to each client, we aim to foster a legacy of trust and excellence.
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We go beyond traditional investment management. We also delve into all-rounded wealth planning that encompasses succession planning, and estate planning.​​
Our Investment Philosophy
The FTVR Model
Fundamental
We assess government policies, economic growth prospects, earnings potential, interest rate trends, inflation rates, unemployment levels, trade balances, and currency fluctuations to provide a comprehensive understanding of market dynamics.
Valuation
Our valuation analysis incorporates relative asset valuation, absolute valuation, trend-based analysis, and discounted cash flow (DCF) models to assess the intrinsic value of securities and identify potential mispricings.
Technical
Through technical analysis, we examine the demand-supply dynamics of securities, liquidity conditions, capital raising and utilization at the national level, and global liquidity levels to identify potential market trends and opportunities.
Risk Management
This crucial process evaluates potential risks to our forecasts, including geopolitical factors, event-driven risks, market and liquidity stress, and systemic risks.
Why Choose an
External Asset Manager (EAM)?
Independence and Transparency: Unlike traditional banks, we are not tied to promoting specific financial products, allowing us to offer unbiased advice and greater transparency.​​​​​
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Customisation and Personalisation: We are able to create bespoke portfolios that align with your unique financial objectives and risk levels.
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Extensive Investment Options: We offer access to a wide variety of products, including exclusive vehicles not available at traditional private banks.
How It Works: The External Asset Manager (EAM) model provides a unique tripartite relationship, where we manage your investments while the Custodian Bank services the account.
A Limited Power of Attorney (LPOA) is signed, allowing us to manage your investment portfolio.
This structure ensures that you retain control over your assets the entire time, while benefiting from our expertise in investment management.​​​
Delivering true value to our investors.
This means putting your best interests foremost in everything we do, to ensure that the solutions presented to you are well-thought out and truly the best to achieve your financial objectives. Our relationship managers are committed to abide by a high level of professionalism and regulatory standards, by providing our investors with independent insights and expert analysis on the latest market trends and technical developments.
But beyond that, it’s about being committed to building a strong and steadfast relationship that gives you the confidence that Avallis Investments and its professionals are always thinking for you and with you, every step of the way.
Right Decisions Come from the Right Analysis
Having advised clients since 2015, we have accumulated extensive experience in the areas of wealth management. Over time, Avallis Investments has evolved to become a holistic and multi-platform solution for wealth management. ​