How it works

Step-by-Step Visual

Consultation & Suitability Check

We start with a structured discussion to understand your goals, risk comfort, and investment horizon. This helps ensure the strategy and exposure limits align with what you are actually comfortable with. Forex trading involves risk, so suitability is a critical first step before going live.

Broker Account Setup

You open a trading account with a regulated broker in your own name. This keeps full ownership and control with you, including deposits and withdrawals. We guide you through the setup so everything is smooth and correctly configured.

Trade-Only Access Granted

Once the account is ready, you grant us trade-only permission (execution access). This allows us to place and manage trades, but we cannot withdraw or move funds. It’s designed to keep the structure transparent and investor-safe.

Portfolio Goes Live

After access is enabled, we begin executing the strategy based on market conditions. Positions are opened using defined risk rules, exposure limits, and portfolio-level controls. Your account remains visible to you in real-time through your trading platform.

Monitoring & Reporting

We continuously monitor open positions, exposure, and market volatility throughout the cycle. You can track everything live inside MT4/MT5, and periodic summaries help you understand progress clearly. This keeps you informed while the strategy stays professionally managed.

Trade Authority Explained

Limited Power of Attorney

No fund custody

Revoke anytime

Reporting & Communication

Daily Broker Report

WhatsApp updates

Monthly summaries

Periodic reviews