MOVING FORWARD
WITH CONFIDENCE

Tailor-made wealth management strategies, designed to align
with your unique financial goals and risk tolerance.
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Introducing

Quantel CAPITAL

We offer expert wealth management, providing tailored strategies for growth, preservation, and legacy planning. With a focus on trust and innovation, we help individuals and businesses secure their financial future with confidence.

If your prime goal is
retirement planning

Tailor made strategies based on age, risk tolerance, account value etc.
Diversified Portfolio: mix of equities, thematic opportunities and alternative strategies.
Tax-Advantaged Optimization: Specifically tailored for tax-deferred retirement accounts.
Retirement planning made straight forward with no hidden costs.
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If your focus is to accelerate growth:

Managed Automatically: Includes rebalancing, reinvestment, and fund management to keep your portfolio on track
Automated Tax Loss Harvesting: for Tax Savings
Thematic Growth Opportunities: to capture emerging market trends and innovation.
Diversified Yet Growth Focussed: Balances growth and opportunity with select alternative assets.
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For new investors & parents managing kids' investments

Foundation for Long-Term Growth: Designed to help build strong financial foundation.
Balanced Risk for Young Investors: Has features suited for incremental monthly contributions.
Diversified and Stable:Incorporates fixed-income, growth, and opportunity strategies.
Encourages regular investments: through dollar-cost averaging.
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Retirement is the start to newer opportunities

Structure your portfolio: From employer sponsored retirement accounts , taxable brokerage accounts, mutual funds and stock & bonds.
Capital Protection Focus: Prioritizes a defensive allocation strategy.
Reliable Income Generation and Enhanced Tax Efficiency.
Retirement planning made straight forward with no hidden costs.
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If retirement is just the start to newer opportunities

Structure your portfolio: From employer sponsored retirement accounts , taxable brokerage accounts, mutual funds and stock & bonds.
Capital Protection Focus: Prioritizes a defensive allocation strategy.
Reliable Income Generation and Enhanced Tax Efficiency.
Retirement planning made straight forward with no hidden costs.

If giving back drives you 

Impact More Portfolio is designed for charitable accounts with required minimum distributions.
Ensures reliable annual cash flow to fulfill charitable contribution goals.
Grow your wealth to ensure a lasting impact that extends for generations to come.
Philanthropic Advisory: Align portfolio management with specific charitable missions.
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Our Additional Services

At Quantel, we go beyond investment management to offer a suite of premium financial
services. From Tax Planning to Estate Planning, our expert-driven solutions are designed to help you optimize wealth, minimize liabilities, and secure your financial future with confidence.
Tax Planning
Maximize tax efficiency with strategic guidance.
ESTATE Planning
Protect and transfer wealth seamlessly for future generations.

INSURANCE Planning
Safeguard your future with tailored insurance strategies that fit your life and goals.

OUR PRICING

We believe in transparency and simplicity when it comes to fees. Our tiered fee structure ensures that as your portfolio grows, your fees automatically adjust to reflect lower rates at higher investment levels.

$0 – $1M
1% annually
Ideal for investors starting their journey with personalized portfolio management.
ABOVE $1M
0.8% annually
Exclusive for high-net-worth clients with additional wealth optimization strategies.

Investors with over USD $1 million under Quantel Asset Management receive complimentary access to exclusive services like estate planning, tax advisory, and bespoke financial solutions.

This tiered system automatically adjusts as your portfolio grows, offering reduced fees for higher investment levels.

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YOUR QUESTIONS, ANSWERED

Discover insights about our services, strategies, and approach at Quantel Asset Management. Whether
you're exploring investment opportunities or seeking clarity on our process, we're here to support you every step of the way.

OUR STRATEGY

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Take THE NEXT STEP

Choose the right strategy and take control of your portfolio.
We can help find the right plan for you.