TAK Asset Management Limited (‘TAML’) is a Securities & Exchange Commission licensed Funds and Portfolio Manager founded in 2015. We are a boutique firm that emphasizes on growing the purchasing power of our client’s capital. We focus on developing a thorough accepting of our clients’ investment goals and create tailored solutions that generate real returns. TAML is also attentive on extensive due diligence, independent investment judgment and a decision matrix based on the fundamental and technical evaluation. We have a dedicated team that consists of highly experienced and diverse investment professionals. OUR INVESTING OPTIONS: PORTFOLIO MANAGEMENT SERVICE: This service is provided under our wealth management scheme and is rendered via The key challenge for TAK Asset Management Limited in terms of enabling style is about finding the equilibrium between directing and enabling in a reassuring way. “It calls for the ability to the inquiry, listen, talk and reflect. It stresses patience and a sense of timing - judging how and when to interchange the action learning set on and after to step back and look at the cluster as a whole.” Helen Mitchell - Learning and Development Manager, Childcare & Education He is a Securities and Exchange Commission Authorized Dealing Clerk and Fund Manager, The Nigerian Stock Exchange Authorized Dealing Clerk. He is an Associate Chartered Stockbroker with membership number -1568. He is currently the Head of Fund/Portfolio Management in Tak Asset Management Limited. He has over 10 years’ experience in Funds/Portfolio Management and has worked with Capital Bancorp Plc. (Member of the Nigerian Stock Exchange) where He managed an asset seize of over N40 billion during his time at Capital Bancorp Ltd. He also marketed and managed the company’s Institutional (Open and Closed PFAs, Insurance companies, Thrift etc.) and HNI
While traditional wealth management firms have their experts invest their client's capital, The Midas Legacy gives members a financial education, encouragement and lessons from successful traders and investors so that their members can make their own decisions. People who want their own business, those who want to buy and sell stocks and potential real estate moguls can choose their own path to wealth, with research services from The Midas Legacy helping them make wise choices. The Midas Legacy believes that anyone can learn the secrets of building wealth and then take charge of their financial
Since the company was slow in both innovation and growth, it was time to make a life-changing decision for the company. Atul insisted on keeping the culture of debt-free and not accepting any external capital (for the past 15 years), however, the company was not doing great during that time. The case described that TEOCO primarily focused on North America telecom carriers, because of globalization, the company needed to expand its business worldwide. Therefore, TA Associates was the right choice for TEOCO in favor of equity investment. Partnering with TA Associates will help to strengthen TEOCO’s current financial condition as well as provide a strong support for the global network of relationships, according to Calo et al. (n.d.).
However, there is still a significant degree of uncertainty as to the effectiveness of one strategy over another amongst institutional investors and scholars alike. The vast majority of experienced investors believe that diversification, patience, and value are the three columns of successful investing. On the other hand, many researchers are still in disagreement about how viable other strategies such as growth, short-term and concentrated investing can be. Do all successful investors share this common thread of patience, value, and diversification in their investments or are there a plethora of investing techniques that investors utilize to achieve
Askew Kabala & Company, Inc. is a privately held middle-market investment banking firm located 30 miles south of the Los Angeles Metropolitan area. Led by a team of sophisticated and seasoned bankers, our firm’s business model places emphasis in serving the best interest of the client. We collaborate with reputable private institutional fund investors, looking to successfully diversify their portfolios by investing in domestic and international enterprises valued between $10 million to $100 million.
This essay aims to give an in-depth analysis of strategies by applying Kotter’s Eight Stage process framework on how change can be implemented successfully. It will further discuss reactions and resistance to the planned changes that one may encounter from staff and parents.
Richard L Daft. 2012 - Management - Mason - South-Western Cengage Learning - 10th Ed.
Ross, S.A., Westerfield, R.W., Jaffe, J. and Jordan, B.D., 2008. Modern Financial Management: International Student Edition. 8th Edition. New York: McGraw-Hill Companies.
William Sharpe, Gordon J. Alexander, Jeffrey W Bailey. Investments. Prentice Hall; 6 edition, October 20, 1998
The following essay will expand on the usefulness and flaws of CAPM and other asset evaluation frameworks and in the end showing that despite all the evidence against CAPM it is still a useful model for determining asset investments.
Asset management (often used interchangeably with the term wealth management) involves the managing and investing of financial assets of large institutions like pension funds and corporations as well as high net-worth individuals. Goldman’s la...
According to Investopedia (Asset Allocation Definition, 2013), asset allocation is an investment strategy that aims to balance risk and reward by distributing a portfolio’s assets according to an individual’s goals, risk tolerance and investment horizon. There are three main asset classes: equities, fixed-income, cash and cash equivalents; but they all have different levels of risk and return. A prudent investor should be careful in allocating each asset class to his portfolio. Proper asset allocation is a highly debatable subject and is not designed equally for everybody, but is rather based on the desires and needs of the individual investor. This paper discusses the importance of asset allocation, the differences and the proper diversification within the portfolio.
The financial objectives of the investor determines what types of assets to be used. In this paper a quantitative approach of choosing the portfolio will be discussed.
He has a rich experience over 20 years in distributing Financial Services and consumer durables. He has joined Bajaj from American Express, were he worked in various positions in their personal loans and consumer card business for over 9 years. He deals with the unsecured business and personal loans of Bajaj Finserv Lending.
Finance is a field that had always fascinated me right from my undergraduate college days. What make me interested in this particular field of study are the art of finance and the complexity of investment market which would allow me to employ my personal skills, such as analytical and communication skills, along with my personal characteristics such as dedication and compassion for what I do. As one of the most important sector in the world, I believe it would provide me with a broad range of career options.
A learning organisation uses learning in a day-to-day manner. The focus is clearly on the job. It identifies and resolves problems as they occur, attempting to harness each situation and learn from it. Consequently, it ensures that all learning derived is stored, classified above all, used when confronted with a similar situation in the future.