Unbiased advisory with
As Dolat, We Have Shared Objectives
Addressing challenges with advice that consistently prioritizes your best interests, we operate as an integral part of your team, providing comprehensive solutions that resonate with your aspirations.
Our Investment
Landscape
Financial Portfolio Management Services
It involves optimizing investment portfolios through strategic asset allocation, risk management, performance analysis, and bespoke financial planning tailored to meet client objectives.
Legacy Planning Services
We understand that your wealth isn't just about numbers; it's about securing a legacy for generations to come. Our comprehensive services ensure your family's wealth is preserved and managed according to your values and long-term goals, addressing the complexities of wealth transfer, estate planning, and philanthropy.
Direct Equity Investment Opportunities
Access to 200+ stocks that are under the in-house research desk coverage. Provide exclusive’ Direct Equity Ideas and segregated mandates depending on Portfolio requirements.
International Investment Advisory
Navigating the opportunities of international markets with strategic insights, meticulous risk management, and customized solutions to optimize your global investment portfolio.
Derivative Investment Solutions (Hedging Techniques)
With over 40 years of experience in managing derivative strategies coupled with a technological edge, we have curated unique custom strategies on the Derivatives Platform using quantitative methodologies.
Treasury Solutions
Integrate laddering techniques and strategic risk mitigation strategies to optimize portfolio performance and manage funds for business expansion. It categorizes funds into short-term and long-term pools, ensuring efficient deployment based on financial objectives.
Direct Investment Opportunities in Private Companies
The opportunities provide avenues for investors to directly engage in the growth and success of emerging businesses. This can be achieved through equity or debt investments in privately held companies, as well as through opportunities presented by private equity (PE), venture capital (VC) funds.
Real Estate Advisory
Guiding on strategic insights tailored to the real estate sector, offering comprehensive support in property investment, development, management, and optimization to meet client objectives effectively (through internal or external support).
Wealth Manager Audit – First in Industry
Engage in collaborative discussions with other Advisory Firms, leveraging their strengths to augment and enhance the value of the portfolio (Not restricted to only our ideas).
Intelligent Portfolio Analytics
Insightful analytics that covers Risk, IRR, Cost and Tax to give you a holistic picture of your investments and empower you in decision-making.
Intergenerational financial education and legacy transfer
We create tailored financial education programs, peer to peer networking opportunities, and ensuring the transfer of core values and financial knowledge across different generations.
The Dolat Edge
We offer a distinctive viewpoint coupled with unparalleled execution. For years, we’ve been consistently delivering actionable ideas through a differentiated and in-depth understanding of businesses and highlighting critical variables first for the benefit of our clients.
In-Depth Forensic Audit
We thoroughly examine entire portfolios, ensuring comprehensive financial and balance sheet audits to uncover any discrepancies or anomalies in the current portfolio.
Pioneering Wealth Audit
We conduct industry-first audits by collaborating with other advisory firms to enhance and augment portfolio value. We embrace an open approach that integrates our diverse strengths.
Advanced Insights
We leverage 40 years of experience and cutting-edge technology to create bespoke strategies. We analyse over 200 stocks and use our derivatives and quantitative expertise to benefit our clients.
Strategic Product Analysis
Using quantitative and qualitative criteria, we evaluate over 400 third-party products. We are equipped to integrate our in-house strengths to optimise client portfolios and script financial legacies.
Risk Management
Focus on Alpha generation with rigorous product evaluation and risk management.
Proprietary Segregated Mandates
Bespoke investment, Trust and Estate Planning solutions tailored to our clients' unique needs.
What We Look For When We Select Businesses/Managers?
We seek firms distinguished by their seasoned professionals with demonstrated expertise in their respective fields, complemented by strategies that distinctly separate them from their competitors.
Our focus is on well-defined, consistent processes that are reliable, repeatable, evidenced by a robust track record of success.
We strive to collaborate with Businesses/ managers who exhibit profound expertise in particular sectors or strategies, granting them a significant edge over their generalist counterparts.
We prioritize businesses and managers who operate as boutique firms, ensuring a close alignment of interests with our clients. This approach fosters personalized attention, tailored strategies, and a commitment to mutual success.