Financial & Investment Planning

We offer comprehensive financial and investment planning services to help clients make informed financial and investment decisions, acting as your personal CFO:

✅ Core Inclusions:

📌Financial Planning - Understand, Identify and Define your financial goals and risk profile to determine your optimal asset mix to achieve your goals with peace of mind.

📌Cash-flow Budgeting - Identifying redundancies in expenses, risk scenarios to current income and optimizing mortgage/debt repayment, creating emergency fund and enhance after-tax cash flow.

📌Investment Planning - Identifying current portfolio risks, its composition, overlaps, and tax inefficiencies across all your accounts (including 401K, 403B, Group-RRSP, RESP and other held-away accounts) and design investment portfolio asset allocation framework.

📌Retirement Planning - Determining total income, expenses, portfolio size, insurance needs and taxes for comfortable and stress-free retirement.

💰We offer these services at a flat fee. Please refer to our fee structure below.

💡 Alternatively, you can choose any individual service @ $1,000 to $ 2,000 depending on the complexity of planning involved.

Investment Management

At Alamut Capital, our portfolio management offering is more than just investment selection—it's a complete, actively managed solution built around discipline, risk alignment, and transparency. This service is currently only offered to US residents.

✅ Core Inclusions:

📌Portfolio Management - We start by matching each client to one of five risk-profiled model portfolios, then customize the allocation for tax efficiency, asset mix, and account structure. Additional value is delivered through capital gains management, tax-loss harvesting. Every portfolio is guided by a personalized Investment Policy Statement (IPS), with an annual review to ensure continued alignment with client goals.

📌Risk Management - What sets us apart is our hands-on, tactical approach to risk and performance management. We incorporate downside protection strategies including hedging and cash buffers when market conditions call for it.

📌Portfolio Reporting and Review - We conduct quarterly performance and contribution reporting, including sector and risk-based return analysis with stress testing. These are reviewed directly with the Portfolio Manager during quarterly meetings, complemented by proactive communication and market insights.

📌Performance Review - An under-performance fee deduction is applied if portfolios underperform their benchmark over a rolling 36-month period. This integrated service ensures that clients receive not only professional investment management but also continuous portfolio oversight, accountability, and a high level of personalized support.

Our Client-centric Fee Schedule

💰 We offer AUM based fees for clients who wants us to manage their investments with our institutional-grade investment strategies, refined as per their financial goals and risk profile. This service is currently only offered to the US residents.

💰 We also offer flat fee pricing for clients who prefer to work with us on a project-basis or as a consultant to assist them with designing their overall financial and investment plan aligning their goals and risks. Clients could then use our professional-grade framework and implement at their discretion.

💡 And we provide a flat-fee full-service CFO-style service where we act as your partners in designing, implementing, monitoring and updating your overall financial and investment landscape with your evolving needs. This service is currently only offered to the US residents.