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Personal Financial Planning

Investment Management

Holding Plant
Investment Management

"Someone is sitting in the shade of a tree today because someone planted a tree a long time ago."

- Warren Buffett

What Is Investment Management

Active management of your investment using a portfolio of funds that is specially tailored for your investment risk appetite and goals.

How Can We Help

  • Risk-return Analysis: understanding your risk profile and investment goals

  • Investment Policy Statement (IPS): creating an investment strategy that includes a returns benchmark, time horizon and investment decision making guidelines.

  • Portfolio Construction: put together a portfolio of funds based on the information collected about you. This can be done using our investment platform or through an investment-linked policy.

  • Review & Rebalancing: yearly review of the investment portfolio base on economic factors and rebalancing of the portfolio according to IPS

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With products from more than 10 life insurance companies, 3 investment platforms, professional in-house market research and analysis team, we are well positioned to cater to the different needs of our clients. As each individual needs and situation is different, CONTACT US for a non-obligation discussion to see how we can assist you.

Related Articles

  • Coming soon

Investment Management Process

Your Risk-Return Analysis
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Portfolio Rebalancing
Original
Drifted 
Rebalanced
Drifted Portfolio.png
Original Portfolio.png
Original Portfolio.png

Let's Start Investing

Financial planning is a life-long process consisting of many areas and we know it might not be easy to manage all on your own. Our clients received comprehensive financial planning that is aligned to their life goals and values.

We are here to help.

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