Services & Solutions

We offer a range of wealth management services, beginning from investment advisory, financial planning, insurance, to banking relationships.

iconInvestment Advisory

Our investment advisory and management service are dedicated primarily to serve all of our clients needs.

Our focus to our clients :

  • Assess the financial needs of clients and help them with investments in capital market (stocks and bonds), mutual fund and alternative investment.

  • Help clients plan for short-term and long-term goals, includes education and retirement planning.

  • Recommend investments to match the clients’ goals,calculates financial ,economic and market condition, calculates risk and reward of each products.

  • Meet clients in person to discuss client financial goals and explain the types of financial services we provide , only invest clients wealth based on clients investment decisions.

  • Educate clients and answer questions about investment options and potential risks.

  • Actively manage the client’s portfolio to respond and adapt to the ever-changing market and the client’s dynamic needs. This activities include rebalancing portfolios to ensure alignment to our client’s strategy, and identifying opportunities to harvest gains and losses to maximize total portfolio performance. Hence, by keeping engagement up with our clients, we can proactively address the client’s evolving needs and recommend new ideas to add value.

iconFinancial Planning

Financial planning is fundamental to achieving our client’s financial goals. Financial planning is the on-going, integrated, and comprehensive management of a client’s financial life, be it your day-to-day cash flow, long term strategy for financial independence, or estate planning. We assist our clients in financial planning processes and arrange our client’s investment and cash flow, ensuring that the constructed plans are achievable.

Education Planning

To prepare and finance your family’s education (children) to ensure their bright and prosperous future

Retirement Planning

Preparing today for the lifestyle that you desire the moment you retire

iconInsurance Administration

Assets, health, and life protection are important to our clients. Hence, together with our partner, we help to assess our clients’ needs for insurance protection.


We help our clients with the most suitable insurance protection for them.


We assist our clients in insurance administration.


We arrange our client’s cash flow to fund their insurance premium.

iconBanking Relationship

There are times when clients require help with their banking related matters.


We help our clients with their banking engagement and administration, in process such as simple account opening, obtaining reports, etc.

Expert Opinion

We give professional and expert opinion to our clients on banking products/investment selections when requested.

Cost Effective

We strive to get the most convenient and cost-effective arrangement to our clients.