Private Equity

At Noralle, we believe in empowering our clients with a diverse range of investment opportunities that align with their financial goals and risk preferences. Private equity investments, including Fixed Income, Bonds, and Certificates of Deposit (CDs), offer distinct advantages that can enhance your portfolio’s performance while providing stability and long-term growth potential.

These investments are a class of assets that encompass various fixed income products, bonds, and certificates of deposit (CDs). These investments are not publicly traded and are not subject to the daily fluctuations of the stock market. Instead, private equity investments often involve direct ownership in companies or lending capital to businesses and governments.

PRIVATE EQUITY

OPTIONS

Options are a flexible investment tool that can help you take advantage of any market condition to help achieve your investment goals. They are financial derivatives that grant investors the right, but not the obligation, to buy or sell an underlying asset at a specified price, known as the strike price, on or before a predetermined date, known as the expiration date. The underlying asset can be stocks, bonds, commodities, or even other financial instruments.

BONDS

Bonds are a specific type of fixed income security where investors lend money to an entity for a defined period at a fixed interest rate. Bonds can vary in duration, from short-term bonds that mature in a few months to long-term bonds with maturities stretching over several decades. Governments, corporations, and municipalities issue bonds to finance various projects and operations.

Certificates of Deposit (CDs)

CDs are time deposits offered by banks and credit unions, where you agree to keep your money invested for a fixed period, typically ranging from a few months to several years.
In return, the financial institution offers higher interest rates compared to regular savings accounts.

CDs are low-risk investments, making them popular among risk-averse investors seeking steady returns.

Options trading

At Noralle, we believe in equipping our clients with diverse and powerful investment tools to achieve their financial objectives. Options trading is one such sophisticated strategy that offers unique opportunities for investors to optimise their returns and manage risk effectively.

Options can be categorised into two types:

1. Call Options: Call options provide the holder with the right to buy the underlying asset at the strike price. Investors typically use call options to benefit from potential price appreciation in the underlying asset.
2. Put Options: Put options, on the other hand, grant the holder the right to sell the underlying asset at the strike price. Put options are commonly utilised to profit from a decline in the price of the underlying asset.

The Power of Leverage:

Options trading offers significant leverage, enabling investors to control a substantial amount of an underlying asset with a fraction of its actual cost. This leverage magnifies both potential gains and losses, making options an appealing instrument for investors seeking amplified returns.

BONDS

Bonds are loans you make to a government, government agency, or corporation, which they use to finance projects and other needs. The bond issuer agrees to repay you at a fixed interest rate by a specified date, or maturity.

You may want to consider investing in bonds if:

  • You’re saving for a goal, like a house, or college, or are looking for fixed income in retirement.
  • You want to focus on a specific credit quality or maturity.
  • You’d like exposure to specific state or corporate issuers or to certain industries.
  • You’re looking for income with tax advantages.


Bonds offer a variety of potential returns, depending on factors such as the bond’s interest rate, maturity date, and credit rating of the issuer. Bonds with longer maturities and higher interest rates typically offer higher potential returns, but they may also carry higher risks.

Bonds issued by entities with lower credit ratings may offer higher yields but may also have a greater risk of default. Government bonds, particularly those issued by stable governments, often offer lower returns but are considered safer investments.

We understand the significance of risk management in the world of investments. Before including any private equity asset in your portfolio, we evaluate the inherent risks and develop strategies to mitigate them. Our goal is to safeguard your capital while pursuing attractive growth opportunities.

Certificates of Deposit (CDs)

What are Certificates of Deposit (CDs)?

Certificates of Deposit (CDs) are fixed-term deposits offered by banks and credit unions to investors. When you invest in a CD, you agree to leave your money with the financial institution for a specified period, known as the term or maturity. In return, the bank or credit union pays you interest at a fixed rate throughout the term, and your principal amount is returned to you in full at the end of the term.

How Do They Work?

1. Term Length: CDs come with various term lengths, ranging from a few months to several years. The term you choose determines how long your money will be invested before you can access it without penalty.
2. Fixed Interest Rate: CDs offer a fixed interest rate, meaning the rate remains constant throughout the term. This provides certainty and predictability regarding the returns you can expect.
3. Penalties for Early Withdrawal: If you withdraw your money from a CD before its maturity date, you may incur an early withdrawal penalty, which can result in a loss of interest earnings.

Our team of dedicated advisors works closely with you to understand your financial goals, risk tolerance, and time horizon. With this knowledge, we create a customised CD investment strategy that aligns with your individual needs and helps you achieve your financial aspirations.

Invest with Confidence:

Certificates of Deposit (CDs) offer a compelling combination of security, stability, and attractive returns. Whether you’re planning for short-term goals or seeking to diversify your investment portfolio, CDs can play a pivotal role in securing your financial future.

We are committed to providing you with the knowledge and support needed to make informed investment decisions that lead to lasting financial success.

HOW TO PARTICIPATE

If private equity investments resonate with your financial objectives and risk tolerance, we are thrilled to guide you through the process of participation. At Noralle, we prioritize transparency and personalized service, making the investment journey seamless and fulfilling. Here’s how you can participate in private equity investments with us:

Discover Your Investment Objectives

We begin by identifying your financial goals, risk tolerance, and investment preferences.

Our team of dedicated advisors will work closely with you to understand your unique circumstances and tailor a private equity investment strategy that aligns with your vision.

Explore Investment Opportunities

We present you with a curated selection of fixed income products, bonds, and CDs that meet your investment criteria.

Our thorough research and due diligence ensure that the investment options we offer align with your financial aspirations.

Personalised Investment Solutions

Enjoy the benefits of personalised investment solutions that cater to your individual needs.

Our dedication to customisation ensures that your private equity portfolio reflects your long-term vision.

Ongoing Support and Updates

As your partner in financial growth, we provide ongoing support, guidance, and updates on your private equity investments.

We believe in open communication and transparency, empowering you to make informed decisions.

Diversification and Long-Term Growth

Diversification is a cornerstone of successful investing, and private equity investments offer an excellent avenue for diversifying your portfolio. Including a mix of option products, bonds, and CDs alongside other asset classes, such as equities and real estate, can help spread risk and balance returns.

Private equity investments are particularly valuable for investors seeking long-term growth. While equities may offer higher short-term volatility, options products, bonds, and CDs provide stability and steady income.

The combination of different investment types can create a balanced and resilient portfolio that withstands market fluctuations while positioning you for long-term financial prosperity.

The graph beside this shows how well our investments have performed in the last 5 years and how we predict they will keep going.