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Defaqto rating 2018

DFM Bespoke – 5 Stars

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Insights

Discretionary Fund Management is when an investment professional known as a Discretionary Fund Manager (DFM) builds and manages a portfolio of investments on your behalf. They take into account how much you have to invest, the level of risk you are prepared to take, your financial goals, and your tax position.

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Niral Parekh

Managing Director of Financial Planning

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Niral Parekh

Managing Director of Financial Planning

HomeAbout Us / Meet the teams / Meet the financial planners / Niral Parekh

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Service

Discretionary fund management

We create diversified investment portfolios that are tailored to each of your clients and manage them in line with your instructions.

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DFM

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