Solutions - Vectral Funds Advisory Services

Our Advisory Methodology

We structure our services to meet clients at their current position, whether exploring initial consideration of digital assets or managing established holdings. Each service builds logically from the previous one, though clients may engage at any appropriate entry point.

Our approach prioritizes understanding over action. Rather than pushing toward rapid deployment, we invest time ensuring clients genuinely comprehend what they're considering. This sometimes means slower progress than alternative approaches, but produces more durable foundations for subsequent decisions.

We structure advisory work around client autonomy rather than dependency. Our aim is to transfer sufficient knowledge that clients can evaluate ongoing developments independently, consulting us when they choose additional perspective but not requiring continuous guidance for routine matters.

Digital Asset Strategy Consultation

An educational and planning session covering the digital asset landscape and potential roles within a broader portfolio context. We begin with your current understanding and build from there without condescension.

What This Service Provides

Current state assessment of digital asset knowledge and existing holdings
Custody model explanations with trade-off analysis
Singapore regulatory framework overview and compliance considerations
Risk assessment covering both technical and market factors
Educational resource recommendations for continued learning

The Process

1

Pre-consultation questionnaire to understand current position

2

90-120 minute discussion covering landscape and considerations

3

Summary document with key points and recommended next steps

4

Follow-up availability for clarification questions within two weeks

S$980 one-time session

Schedule Consultation

Portfolio Integration Service

Technical and strategic support for incorporating digital assets into an existing investment structure. This includes custody solution evaluation, exchange selection guidance, and allocation sizing recommendations.

Service Components

Custody option assessment and provider comparison
Exchange and wallet selection guidance based on requirements
Allocation sizing recommendations within portfolio context
Security protocol implementation with documentation
Backup and recovery procedure establishment
Family access management planning if relevant

Implementation Steps

1

Requirements gathering and constraint identification

2

Solution design matching technical comfort and scale

3

Implementation support with provider setup assistance

4

Security testing and contingency verification

5

Documentation delivery with operational instructions

S$2,450 one-time service

Request Integration Support

Ongoing Monitoring and Advisory

Regular oversight of digital asset holdings with contextual market commentary and periodic rebalancing recommendations. Reports are provided in formats that integrate with your overall financial picture.

Monthly Service Includes

Portfolio review with contextual market analysis
Rebalancing recommendations when warranted by thresholds
Regulatory development monitoring and impact assessment
Timely alerts for developments requiring action consideration
Secure communication access for time-sensitive matters
Quarterly comprehensive review sessions

Service Rhythm

M

Monthly report delivered by the 5th of each month

Q

Quarterly review via video call or in-person meeting

A

Alert system for developments requiring timely response

R

Response commitment to inquiries within 24 hours

S$1,180 monthly retainer

Begin Advisory Service

Service Comparison

Understanding which service aligns with your current situation and objectives.

Feature	Consultation	Integration	Ongoing Advisory
Education focus
Implementation support	Overview only
Ongoing monitoring	Not included	First month only
Regulatory alerts	Not included	Not included
Portfolio reports	Initial only	Completion report
Response availability	Limited follow-up	During implementation
Best suited for	Initial exploration	Active integration	Established holdings

Note: Services can be combined or sequenced as appropriate to your situation. Many clients begin with consultation, proceed to integration if they decide to incorporate digital assets, then transition to ongoing advisory for continued support. However, entry at any point is possible depending on your current position.

Service Standards Across All Offerings

Security Emphasis

All services incorporate attention to security considerations appropriate to the service scope. We prioritize practical security that balances protection with operational usability.

Clear Documentation

We provide written summaries and instructions rather than relying solely on verbal communication. This creates reference materials you can review later.

Confidentiality Protocols

Your portfolio information and personal circumstances remain confidential, handled according to Singapore PDPA requirements and professional standards.

Balanced Perspective

Our recommendations acknowledge both opportunities and limitations, avoiding oversimplification in either optimistic or pessimistic directions.

Ready to Discuss Your Needs?

Contact us to determine which service aligns with your current situation and objectives. We can help identify the most appropriate starting point.

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Our Service Offerings