Frequently Asked Questions (FAQ's)
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Frequently Asked Questions (FAQ's)
General Information
Answers to the most common questions about Picktan Capital Limited.
What is wealth management?
Who would need wealth management?
What are the benefits of wealth management?
Is there a difference between wealth management and financial planning?
Do I have to pay for an initial consultation?
Are Picktan Capital wealth managers qualified?
Will I always deal with the same wealth management advisor?
Are Picktan Capital independent financial advisors?
What is tax-efficient investing?
What is tax-loss harvesting?
What strategies can be used to reduce the taxes on investments?
INVESTMENT FINDER
Our range of investment solutions.
We understand that each client has unique financial aspirations, which is why we offer a comprehensive range of investments.
Private Equity
We provide exclusive access to high-potential private equity opportunities, helping you invest in companies poised for significant growth before they go public.
Managed funds
Our managed funds offer a dynamic way to grow your wealth while benefiting from the expertise of seasoned investment professionals.
Fixed Income & Bonds
We craft a tailored fixed income portfolio that prioritizes stability and consistent returns, by selecting a mix of high-quality bonds and fixed income securities.
Mutual Funds & ETFs
We select mutual funds and ETFs to provide excellent growth potential for your portfolio. Top-performing funds across various sectors, help you achieve broad market exposure.
Frequently Asked Questions (FAQ's)
Portfolio Account Management
What are your fees?
What is the minimum to open an account?
I already have existing investments, can you review them?
Can you manage my existing investments?
How do I open an account?
Who decides what investments go in my portfolio?
Can I decide what assets to invest in?
What are your fees and charges for advice?
What are managed funds?
How do managed funds work?
Statistics
Strength in numbers.
9000
CLIENT ACCOUNTS
Trust us to manage their portfolio and grow their wealth.
150
EMPLOYEES
Work globally between our three major offices.
7 +
BILLION DOLLARS
Worth of assets under management in under 13 years.