SRI is structured as a private club where members share their investment opportunities. Members can get information pertaining to an investment directly from the proposing member. If the investment is good, SRI may work with the proposing member to provide guarantees for both the investment capital and return.
SRI utilizes an investment philosophy that features the customization of a portfolio for each individual member. While members are allowed to set some restrictions to how their assets is managed, portfolios will generally be based on their personal risk tolerance, financial goals, time horizon, income needs, tax situation, net worth and any other applicable factors. As this portfolio ages and returns affect its allocations, though, the firm may decide to either reallocate assets or redesign the portfolio entirely.
SRI member requires to complete the KYC process which provides by the third-party service providers. Our SRI’s partners and affiliates will handle on the evaluation and underwiring process to ensure to meet all compliance issues and regulations. Our SRI Advisory Members boasts a wide range of knowledge and experience and certifications in various industries and