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Professional experience (8 years, 5 months)
(3 years, 5 months)
- Jan 2010 - present
(2 years, 11 months)
- Jul 2010 - present
(5 years, 2 months)
- Apr 2008 - present
(8 years, 5 months)
- Jan 2005 - present
In addition, our structure is one of Independences. The regualtions require anyone who manages money as a fiduciary to have specific licenses as to the related activity. Further, it is required that such individual, the adviser, then maintain his/her licenses with a registered Broker/Dealer. A Broker/Dealer is a bonded and licensed entity that provides services such as, but not limited to, administrative support, compliance, regulatory filing. In addition to the Broker/dealer, there is also an independent custodian to receive client funds. The custodian is capable of receiveing and sending client funds, providing for transparency in billing and accounting as well as a purveor of financial products and trading including but limited to Equities, Bonds, Hedge funds and derivative.
Our company therefore, is a 3 player team that collectively serves the interest of our clients. KS Capital and its advisers manage the client relationships and assets. Lincoln Financial Securities, a LFG, NYSE member 100 Yr old Insurance company is the Broker/Dealer and Pershing, LLC, Bank of New York/Mellon is the custodian.
Having this separations of duties approach has allowed us to remain efficient and independent at the same time leverage all the specialized resources of large world class institutions.
My expertise is in advanced strategic planning that ultimately results in clients enhancing their net worth. I create and then manage customized portfolios for clients and then service this relationship.
We also bring a wealth of contacts and knowledge in the various areas of business here in the US. The US market, in my opinion is the preferred market for the multinational investor, as the markets are most liquid, transparent and allows for access to great talent with new and innovative ideas, products and solutions.
Our management structure is compliant with the US Financial laws. We manage funds for clients by charging a annual management fee proportionate to the assets under management. This fee is negotiable as to the size of the assets, services and time that will be provided.
As an example, a US$1MM portfolio of active equities is usually charged a 1.50% annual fee. This fee is all inclusive of all trading and administrative costs, and no additional charge to the client.
Accounts are issued a monthly statements, as per by regulation by our Broker/Dealer and Pershing. Clients are also given a performance statements on a quarterly basis and access to their assets via the internet.
Please see the below links that will help to shed more light on the key points above.
We are committed to providing world and best in class services to our clients, all the while maintaining the integrity of the US financial regulations. Our international clients only require to have a US mailing address, as per the US Patriot Act of 2001.
I welcome the opportunity to be part of this endeavor and can add great value to make this a success. I stand by to answer any questions or comments that you may have.
Again, I thank you for the mention to be part of this and look forward to hearing back.