1. Financial Goals:

Mechfi's primary goal is to shape your future customized to you by building a wealth machine specifically tailored to your lifestyle. Whether you're aiming for retirement, making a charitable impact on a cause or innovation, or passing it to the next generation, Mechfi is your trusted partner.

Due diligence Process

2. Risk Tolerance:

(An illustration based on a $100,000 investment. This is illustration to give you an idea on the potential set of outcomes based on your Risk tolerance)

15%

20%

30%

-10%

-15%

-25%

3. portfolio allocation:

This is a general illustration of how Mechfi allocates client portfolio. These allocation can be moodified to align to your specific risk tolerance illustrated above.

conservative

moderate

aggressive

mechfi - 20%

Mechfi - 15%

mechfi - 20%

core strategy - 80%

core strategy - 85%

core strategy - 80%
(100% Equity)

4. Investment Process:

When selecting investments, Mechfi explore essential factors that underpin economic, debt and equity valuations. From evaluating growth prospects and monitoring interest rates to understanding inflation, corporate governance and government policies, we provide you with a comprehensive toolkit for assessing the capital market’s landscape impact on your investments.

investing Mechanics