Our Process

At Perennial Associates, we follow a structured, client-first approach that adapts to your unique financial aspirations.

Asset Allocation Process

Step 1: Understanding You

Step 2:

Designing a Tailored Strategy

Step 3:

Implementation & Execution

Step 4:

Continuous Monitoring & Reviews

Deep-dive conversations to assess your financial landscape, lifestyle goals, and risk preferences.
Identifying current wealth structures, investment preferences, and liquidity needs.

Constructing a customized wealth plan, including asset allocation, alternative investments (AIFs, PMSs), and risk management.
Ensuring alignment not just with your immediate financial goals but also with long-term estate planning, tax strategies, and philanthropic goals.

Seamlessly executing the strategy, coordinating with the best-in-class investment managers.
Monitoring performance and making proactive adjustments.