Meet the Husband & wife team
Serving Across The Nation
SAM SANJEEVI & ANGEL OOI SHIN MING
Years as Public Mutual Unit Trust Consultants
Clients across the nation
Clients' Investments Under Our Management (RM)
Both of us are Unit Trust Consultants and a husband-and-wife team. Since 2011 we have been specialized in investment & wealth management services and up to now, we are serving more than 600 clients. In 2017, we founded our team, S.A.M Agency.
We believe everyone can be financially free or achieve financial independence. This can be achieved when individuals are equipped with the proper education resulting in heightened awareness and financial literacy. And this is the objective we want to achieve through our role as a Unit Trust Consultant team.
Our passion is to help more Malaysians to be financially free. That’s how we hope to make a difference 😊
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About Sam Sanjeevi
Over the years, I have been awarded as Public Mutual Bhd’s Top 10 % Achievers, National Sales Convention & Oversea Trip Qualifier as well as the recipient of Penang’s Prestigious Top Agency Builder & Group Sales Award and Recognition.
Areas I specialized in include Unit Trust, Private Retirement Scheme (PRS) investment planning, retirement planning, education planning, personal financial planning, recruitment, agency building, training and development, corporate investment planning, estate planning, and insurance planning.
✔️In my profession, I am passionate & committed to the following:
1. To lead and guide the partners of my agency to excellent achievements and materialize their life goals.
2. To help my clients develop a sound investment plan for inflation hedging, return optimization, retirement, and children’s tertiary education.
3. To build a solid, long term and dependable relationship with people I am connected with.
✔️ I can speak fluently in English, Mandarin, Malay, Cantonese, and Hokkien.
✔️ Besides all the above, I am a vegetarian who enjoys meditation, lifting weights, outdoor brisk walking, reading, hiking, and watching dramas/movies.
📲I can be reached through this phone number +6016-484 1280. Feel free to call or text me.
Thank you😊
About Angel Ooi Shin Ming
Being a person who is passionate about educating others while aspiring to work for myself, I started with my tuition center in 2011 before I officially joined Public Mutual Bhd as a licensed Unit Trust Consultant in May 2016.
Over time I found that being a Unit Trust Consultant fits my desired quality of life better, so I decided to do it full-time in 2018. In the same year, I was promoted to Agency Supervisor and being awarded as the champion for Penang Branch’s Top New Unit Trust Consultant and Top New Consultant in EPF Sales.
Being among the Top 10% Achievers in Public Mutual Bhd, I have been a consistent Million Ringgit Producer, National Sales Convention and overseas Trip Qualifier since 2017. In 2018, I was honored to be the award recipient of Penang’s Top New Unit Trust Consultant.
Areas I specialized in include Unit Trust, Private Retirement Scheme (PRS) investment planning, recruitment, agency building, training and development, personal financial planning, and estate planning.
✔️In my profession, I am passionate & committed to the following:
1. To lead and guide the partners of my agency to excellent achievements and materialize their life goals.
2. To help my clients in developing a sound investment plan for inflation hedging, return optimization, retirement, and children’s tertiary education.
3. To build a solid, long-term, dependable relationship with people I am connected with.
✔️ I can speak fluently in English, Mandarin, Malay, Hokkien, and Cantonese.
✔️ Besides all the above, I am a vegetarian who enjoys meditation, lifting weights, outdoor brisk walking, swimming, hiking, movies, and reading.
📲 I can be reached through this phone number +6016-4742680. Feel free to call or message me.
Thank you😊
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Frequently Asked Questions (FAQ)
Who are we?
We are a team of licensed Unit Trust & Private Retirement Scheme Consultants from Malaysia’s No. 1 Private Unit Trust Management Company, Public Mutual Berhad.
How long have we been in this industry?
We have been fully involved in the Unit Trust and Wealth Management Industry since 2010.
What do we offer?
Our primary services and solutions consists of:
- Investment Optimization Planning
- Retirement Planning
- Children’s Education Planning
- Short to Medium Term Investment Planning
- Life Goals Investment Planning
What specific product(s) do we offer?
The financial services & products we offer are:
1. Unit Trust Scheme (UTS) Investment
2. Private Retirement Scheme (PRS) Investment
3. EPF Members Investment Scheme (EPF-MIS)
4. Systematic Investment Plan (SIP)
How can I join your team?
😊 We are recruiting aspiring and qualified talents to join our team. If you are interested to join us as a Public Mutual Unit Trust Consultant, pls check to see if you fulfilled the requirements below:
- MALAYSIAN who is above 21 years old with at least 3 credits in SPM or with any higher educational certificates such as Diploma, Bachelor’s Degree, and above.
- Able and willing to be coached and mentored. At the same time committed to learning by attending our online & physical training & workshops.
- Able and willing to search & have face-to-face meetings with prospective clients to help them with investment services. This includes providing ongoing long-term client advisory & servicing.
✅ If you have answered “Yes” to ALL the 3 requirements above, Congratulations! Feel free to let us know by sending a text or calling us directly 😃 We’re more than happy to help you come on board!
Contact Us Today
+6016-484 1280