Wealth Advisory Services
Welcome to our Wealth Advisory Services, where we help you achieve your financial goals through personalised and comprehensive financial planning.
Build, Grow, Reap and Compound
Beyond mere accumulation, our expert investment solutions empower you to build a robust financial foundation, grow your wealth strategically, reap the rewards of your success, and compound your advantage for generations to come.
Building Your Portfolio
Our investment consultants are here to help. Here is what we can offer:
Tactical/Contrarian Positioning
Maximise returns with strategic, contrarian investments.
Wealth Preservation Strategies
Investment strategies tailored to your risk profile.
Income Generation Strategies
Create steady income streams for financial stability.
Creating Layers of Protection
Protect your wealth from risks and market volatility.
Aiming for Capital Gain
Invest in assets with potential
capital appreciation and
long-term growth.
Yield Enhancement Strategies
Enhance your returns through
derivative strategies.
Your Needs, Our Solutions
Here are the options we can offer, ranging from short-term to long-term:
Dual Currency Investment (DCI)
Generate consistent
yields on a regular basis.
Structured Products Investments (SI)
Utilise derivatives to
leverage market
direction and optimise
investment returns.
Mutual Funds/Unit Trust (UT)/Shariah-Compliant Unit Trust Funds
Special curated
investment mandate to
meet your unique financial
goals.
Bonds/Sukuk (Local/Foreign)
Participate in
Primary/Secondary bond/sukuk
issuances to provide regular
income to your portfolio.
