Managed investments are investment portfolios where Raj makes decisions on behalf of investors. These investments can include stocks and ETFs related to various asset classes like equities, fixed income, real estate, commodities, and alternative investments.

 

Also known as Discretionary Managed Accounts, these are investment portfolios managed by Raj professionally, tailored to the specific needs and preferences of the investor. Whether you are busy taking care of your career, family or what matters most, Raj takes care of managing your investment accounts.

 

Managed investments offer several potential advantages, such as professional expertise, diversification, and access to markets or strategies that individual investors might not easily access on their own.

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**A February 2025 Money.ca article estimates that the average fee for Canadian equity mutual funds lies in the 2.00% to 2.50% range. Specifically, balanced funds average around 2.04% MER. On the other hand, typical annual fees for a Portfolio Manager like Raj, are significantly lesser.

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To access the advantages of Managed Accounts, and to learn about the low fixed fees for managing your portfolio, click below to connect with us.