Client Resources
Hanuman Private Wealth understands that sound portfolio administration is a key component of excellent investment management.
Hanuman Private Wealth has engaged the services of various partners to provide its clients with leading administration services and technology. Having combined the experience of several partners we are able to provide clients with a unique and bespoke approach to portfolio administration and live ASX market data to assist in monitoring your portfolio.
In terms of paperwork, rather than the many and varied statement and reports you would receive if you held all your investments separately outside an administration service, you will receive consolidated and easy-to-read portfolio reports at regular intervals plus a detailed annual tax report to aid in completing your tax return. These reports are flexible in their content ranging from benchmarked performance reports to cost accounted portfolios and income statements. All reports can be provided at a point in time of over a selected time period.
Aside from formal reporting periods you have secure online access to the full details of your assets in a wide range of reports available upon request.
By using the Hanuman Private Wealth Portfolio Service, your day-to-day involvement in the administration of your portfolio is eliminated – you can feel comfortable that we will communicate relevant information to you in a professional and timely manner. After all, the focus should be on your financial goals and the quality of the investments and strategy rather than the administrative paperwork.
If you would like more information on how the Hanuman Private Wealth Portfolio Service can save you time and money please don’t hesitate to contact us.