INVESTMENT ADVISORY & MANAGEMENT

Designed for our clients and span the available asset classes, our investment capabilities combined with our partnership with the best mind in the field is to ensure our clients receive the investment advice and solutions that best serve their interests and ultimate goals.

Our Focus to our client :

  • Act in client best financial interest
  • Optimize risk & return on client behalf
  • Provide investment advice when and where client need it

Our Investment Management Process :

We take a thoughtful look at your unique situation and risk appetite, considering multiple options before recommending the most suitable solution. This ongoing process revolves around your needs and ensures consistent, disciplined application of our best thinking on your behalf.
  1. Start by asking the right questions: delving deeply into objectives, risk tolerance, liquidity, credit needs etc. To define client ultimate financial objectives and expectations to establish a solid foundation for client investment plan.
  2. Guided by #1, to determine the appropriate mix and balance of asset classes for clients. Identify the diversification between each asset class to consider risk exposure. Together with clients to set agreement on the most appropriate strategy.
  3. We review and analyze each entity within clients’ portfolio. This enables us to quantify the impact and opportunities of clients current holdings and recommend appropriate strategies to address any gaps or issues from every vantage point.
  1. Building from our analysis, we apportion asset classes to the appropriate entities to fully realize performance potential.
  2. We help client to implement their investment plan through transaction execution. Certainly we document client plan's details in an investment agreement statement, ensuring a common understanding and consistent execution of the plan.
  3. We actively manage client asset portfolio to responds and adapts to the ever-changing market and your dynamic needs is where its true value lies. The activities include rebalancing positions to ensure alignment to client strategy, identifying opportunities to harvest gains and losses to maximize total performance. Hence, by keep engaging with you, we can proactively address client evolving needs and recommend new ideas to add value.
We will assist you for your financial needs, monitoring your daily portfolio investment using system-based approach and help you to compile your wealth portfolio covering your investment, insurance and all others assets.
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