Secretarial Services

Sopho Investment House offers secretarial services to its clients to make their life easier and includes cash management, personal advisory and party planning among others.

The cost and efficiency benefits that our clients realise by engaging our services often make them think of having their own family office as a dispensable luxury.

Accounting Services

Managing the bank accounts at various banks, meeting the changing legal governance policies and handling the taxation requirements often becomes intimidating for the clients. We streamline these processes and offer them consolidated statements on regular basis while ensuring their paperwork is up-to-date in accordance with governance rules and taxation system.

Private Services

Sopho Investment House provides an edge to its clients by providing services that are typically not available at traditional asset management firms.

We are able to extend these services as a result of our extensive network across the globe. Through our close association with specialised clients and business partners globally, we are able to manage even the rarest of their demands like arranging the tickets for major sporting and entertainment events, leasing or financing private planes and boats etc.

A complete confidentiality is maintained throughout in any case.

Risk Management

Having a diversified portfolio is an absolute must to keep your risks low. Often times, we are approached by clients having their own asset managers to advise them on how to improve the returns.

Through our team financial experts, analysts and derivative specialist, we develop hedging strategies for our clients’ that not only protect their holdings but also gives them some flexibility in terms of liquidity.