Investment Advisory
Investment Advisory Services for retirement funds, ensuring optimal allocation aligned with fund objectives and regulatory requirements.
🛡 Retirement Solutions
Retirement Fund Services
Comprehensive solutions for Retirement Funds, including Gratuity Funds, Pension Funds and Provident Funds — from investment advisory to accounting, administration, and regulatory compliance.
About Retirement Fund Services
We provide comprehensive solutions for Retirement Funds, including Gratuity Funds, Pension Funds, and Provident Funds. These services cover end-to-end fund management, regulatory compliance, and investment advisory.
Our team of experienced professionals ensures that retirement funds are managed in compliance with the applicable regulatory framework while maximising returns within the prescribed investment limits.
Our Services
End-to-end retirement fund management.
Fund Accounting
Comprehensive retirement fund accounting services, maintaining accurate records and financial statements for Gratuity, Pension, and Provident Funds.
Fund Administration
Complete retirement fund administration including member records management, benefit calculations, and disbursement processing.
Regulatory Compliance
Ensuring full regulatory compliance of retirement funds with SECP and applicable laws. Filing, reporting, and audit coordination.
Our Deliverables
What trustees receive.
- Analysis of your portfolio and rebalancing advice
- Communicating emerging investment opportunities
- Monitoring of advice through performance reviews
Fees
Fee Structure
| Service | Fee |
|---|---|
| Advisory | Higher of Rs. 42,000 or 0.2% of portfolio per annum |
| Accounting, Administration and Regulatory Compliance | To be mutually agreed |