Our Products

Our Products

LegacyPortfolios provides premium portfolio managed account services tailored specifically to your needs. Whether you are looking to invest in a conservative fund with a very low drawdown or an aggressive one with higher drawdown levels, Legacy Portfolios has the right investment option for you.

Our service is simple. We provide you, the investor, with an investment plan specially tailored to your investment requirements. From there on, our unique and powerful algorithms trade your funds.

What We Are Expert At

Our investment opportunities are driven by the extensive expertise of our team.

We advice both individual and institutional investors. Over the last 7 years, our advisory performance has been significantly ahead of market return. We adapt the highest standards of risk management and apply both fundamental and technical analysis to structure products of the highest calibre with absolute transparency.

Full Transparency

Being the core of our business philosophy, we believe that the only way to safeguard the interests of our clients is to employ full transparency, mutual trust, and the highest level of professionalism.

7+ Years Proven Track Record

For more than a decade, we have successfully managed our client portfolios with above market annual return.

Risk Management through Diversified Portfolio

We adopt the highest standards of risk management in all our investment products and perform meticulous fundamental and technical analysis.

What We Do

Benefits Of Financial Planning

It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home, savings for your childs education, planning for your retirement or estate planning. We help you to work out on where you are now, what you may need in the future and what you must do to reach your goal by the process that involves gathering relevant financial information, setting financial goals, examining your current financial status and coming up with a strategy for a plan on how you can meet with your goals, and map the gap.

You want to engage the services of a qualified professional and ensure quality advice.
 You save money when you avoid making wrong investment decisions.
 Financial plan precedes any advice on products and to that extent, is completely unbiased.
 You put your trust in the hands of an expert and your mind at ease.

Our Process

Our approach to financial planning is simple and straightforward. However, it is also important that you fully understand our consultative process and our step by step approach.