Portfolio Monitoring Service
Know when something material happens
KIF Consultancy monitors a concentrated list of listed stocks and sends a short alert when something material happens. Once a week, one email covers the whole book.
Coverage may include listed companies in
Monitoring File
12 NAMES
US · Equity
Quiet
Europe · Equity
Watch
Japan · Equity
China · Equity
Quiet
South Korea · Equity
Level Hit
Triggers
What counts as material
- Earnings or official guidance
- Company filings that change the existing thesis
- Major customer, regulatory, or listing events
- Halt or delisting notices
- Primary-source accounting issues
- A client-defined sell-review level being crossed
- A client-defined average-down review level being crossed
Not an alert
- Normal up or down days
- Rumours
- Social-media threads
- Analyst notes that the client could find independently
Product boundary
Monitoring, not managed investing.
Portfolio Monitoring Service
- Short material-event alerts
- Weekly digest
- Client-defined price levels
- Concentrated listed-stock coverage
- Client makes every investment decision
Independent Equity Research
- Deep-dive research
- Sector briefs
- Process/watchlist coverage
- Institutional-style monthly notes
- Call
Who it’s for
For investors who already make their own decisions.
The service is designed for working professionals and small investors who already run their own listed portfolio but cannot monitor several markets throughout the working day.
This is for
Investors with a concentrated listed book who want disciplined monitoring.
This is not for
Day traders, investors looking for a new idea every morning, or family offices seeking an institutional research retainer.
Scope
Built for a concentrated book.
Typical Cap
8–15 listed names
Markets
Outside scope
- Unlisted holdings
- Private deals
- Funds
- Crypto
- Day-trading books
- 30-name lists
- “Message me if anything moves” mandates
How it works
Four steps to begin.
01
Send the list
Tickers, listing venues, thesis reasons if available, and any predetermined price levels.
02
Agree the framework
Agree the number of names and digest weekday.
03
Sign the engagement letter
One-page engagement letter.
04
Monitoring begins
Alerts begin when the list is accepted. The first digest arrives on the next agreed date.
Spot alert
Every alert answers four questions.
Spot Alert — Example Structure
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Your trusted partner for business setup and corporate services in the UAE.
- Office No. 807, Al Moosa Tower 1, Near to Emirates Tower metro exit 2, Sheikh Zayed Road, Dubai
- info@kifconsultancy.com
- +971 58 121 3467