Custodial Portfolio Services

Innovation is key to growth.

Mutual fund custodians are responsible for securing and managing the securities held within a mutual fund. While a fund's portfolio manager makes trading decisions, the securities owned by the fund are held with the custodian and not directly with the fund itself. This is done to reduce the risk of fraud or misappropriation of dividends.

Custodians perform a wide range of services such as legal ownership of scheme assets, recording transactions in identifiable accounts, reconciliation of bank accounts, execution of documents and reporting. Custodians may be hired by a customer, or legally appointed or assigned by a financial institution to safeguard a person's property and accounts. The whole idea of this portfolio is to offer a superb opportunity to nurture your kids into responsible money management and financial decision-making right up to a target age of ownership At NovaTerra Inc, we believe that time is a powerful aide when it comes to investing. By starting a custodial account journey early, you offer your kids more time for their investments to grow through the power of compounding. Utilize this financial cushion type for educational expenses and other important milestones in your child's life such as car purchase, starting a business by consistently contributing to the account over the years. you can stack up funds to help cover tuition fees, books, and other educational costs when the time comes. Start by identifying your investment strategy in line with your child's financial goals with us when you begin accounts creation. We take up the rest from there as we jointly demonstrate your commitment to their future and provide them with valuable hedge assets that potentially germinates for generational wealth over time.

Nova Investment Process

Top Down Research

To define the investment universe, Nova investment process initially examines how the world is changing and where it is headed.

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Ideation

Identify Disruptive Innovations

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Sizing The Opportunity

Define The Potential Universe

Bottom Up Research

To refine the investment opportunity, Nova bottom-up analysis evaluates potential investments based on our defined key metrics.

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Equity Selection And Valuation

Select Portfolio Companies

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Portfolio And Risk Management

Monitor Conviction & MNovaet Volatility

What Value Does Nova Bring to Venture Capital?

  1. Access
    We believe our differentiated value proposition combined with our network of co-investors, public companies, founders, and academics provides access to the most promising private technology companies.
  2. Longer-Term Investment Horizon
    Unlike traditional venture capital funds, as a public-private cross-over fund, the Nova Terra INC Fund can hold shares of companies beyond their IPOs. Additionally, Nova can increase exposure in and support newly public portfolio companies through the Nova ETFs and public equity strategies dependent on investment strategy and corresponding selection criteria.
  3. Platform & Research Ecosystem
    Private portfolio companies can tap into Nova proprietary research expertise and broader ecosystem. We encourage private portfolio companies to consult with Nova Terra INC Fund’s advisory council and to access our network of private and public companies, investors, and academics.

Nova Terra INC Fund Portfolio Holdings

As an evergreen public-private crossover fund, the Nova Terra INC Fund can hold shares of companies throughout their private and public mNovaet lifecycle, from early stage to mega cap, without the need to sell out after companies go public.

Ready To Invest?

We believe all investors should have access to venture capital, cutting-edge research, impactful education, and a phenomenal user experience. Self-directed investors can register and get started today.