Forthright Assets

We are a full-service Wealth management firm and engage with our clients throughout every step of the process which includes • Identifying right investment options and building a structured portfolio based on client requirement • Actioning/ implementing the recommendations • Managing the portfolio on a day to day basis to ensure return expectations are met At Forthright, we work with a select group of private clients, entrepreneurs, senior executives, business owners and their families to help them make best use of the financial resources they have. We bring in a systematic, data driven approach to managing client portfolios and ensure we put client interest above all else which is also the corner stone of our proposition. Our engagement model with clients is as Mutual fund distributors where we are paid an annual trail fee as a percentage of the assets that we manage which is a part of the fund’s expense ratio.