INVESTMENT POLICY

Introduction
Name: Sherry Ali
Age: 40
Individual institutional
Estimated income: 5% of capital.
Source of income: Business
Business type: manufacturing of Threads
Investment amount: 3 million

Purpose
We will focus on identifying emerging investment opportunities that have the potential to
perform well in an uncertain market environment. This may include investment in innovative
technologies or companies with strong fundamentals that are well positioned to weather
market fluctuations.

Objective
As a funder manager of my client, objective for investment is to achieve a return of 7-15% on a
short-term basis through investments in low-risk assets while ensuring high liquidity needs are
met.

Investment philosophy
Our investment philosophy is centered on minimizing absolute risk while optimizing returns. We
aim to invest in assets with low volatility, high liquidity, and text-free status. It is under this
philosophy that the portfolio management team operates.

Policy review
The investment policy will be reviewed every three months to ensure it is aligned with the
current market trends and the underlying investment philosophy.
Investment constraints
Time Horizon: investment will be for short time.
Tax-Free Investments: investment will be made in tax free securities or investments of a tax-
exempt nature.
High Liquidity Needs: the investment portfolio will be designed to meet the client’s cash needs
while keeping a high degree of liquidity.

Investment guidelines
Investments won't be made in businesses that are involved in gambling activities or are engaged
in unethical activities. Additionally, we won't invest in businesses that have a religious
component.

Conclusion
Our investment philosophy is rooted in low absolute risk while aiming for competitive returns.
We believe that the investment criteria we have specified align with our philosophy and will
benefit our clients in achieving their financial goals.