NEXTSTEP

Owner

Goods & Services

Financial advice and consultancy services; Financial advisory and consultancy services; Financial asset management; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial information; Financial portfolio analysis services; Financial portfolio management; Financial risk management; Mutual fund advisory services; Mutual fund development services; Mutual fund distribution; Mutual fund investment; Mutual fund planning services; Mutual funds and capital investment; Advice relating to investments; Establishing mutual funds for others; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments