Our Unique Services & Solutions
Plan, Invest, Accumulate, Preserve & Distribute
Our Customized Services
We are a team of licensed Unit Trust Consultants from the nation’s No. 1 Private Unit Trust Management Company, Public Mutual Berhad. We strongly believe that everyone can be financially free or achieve financial independence with proper guidance and financial education.
Unit Trust Portfolio Review
This is a process of assessing and analyzing an individual’s investment portfolio which consists of various unit trust funds. The primary objective of this review is to ensure that your existing unit trust portfolio remains aligned with your investment goals, your ability to tolerate risk, and your financial objectives.
Goal Based Investment Planning
The goal-based investing strategy is designed to accomplish the individual’s financial decisions with specific life objectives and goals. This approach prioritizes the attainment of specific financial milestones such as the accumulation of sufficient retirement funds and/or children’s higher education funds within a defined time frame and does not focus solely on generating short-term returns on investment.
Investment Optimization & Wealth Management
This is also known as Investment portfolio asset allocation which is the process of constructing an investment portfolio that aims to produce the best possible balance between the acceptable risk and desirable return of an individual client. The main objective of this optimization strategy is to maximize the potential return and growth of the investments while minimizing the risks associated with the entire portfolio. Continuous and ongoing review and alignment will be necessary to make sure we are on track.
Retirement & Financial Freedom Planning
With the rising cost of living caused by inflation, longer life expectancy, and higher post-retirement needs of now and future generations, it’s not peculiar that retirement planning has become the most important financial planning goal for any individual.
The earlier a person starts planning for retirement, the easier and sooner they can retire with peace and financial independence.
Children’s Education Fund Planning
“Education is the passport to the future.” Often it becomes a financial burden to the parents and child when paying for their tertiary education. This headache can be avoided with early awareness and proper preparation of a sound investment plan when the child is still young. The goal of this planning is to ensure that sufficient funds are available when the child reaches a mature age to pursue higher education without the worry of financial constraints.
Short to Medium Term Investment Planning
This is an investment approach that focuses on generating low to high returns over a relatively short to medium time horizon, typically ranging from a few months to a few years. A customized management style and strategies are designed to suit our client’s preference in terms of low to high risk asset allocation combined with close monitoring.
Our Proven Solutions
Action-Focused Financial Planning
We can analyze and plan all day but without taking action we are not going to reach our desired destination. The same applies to our financial status. Hence, we can attain our financial goals when we implement suitable solutions and products.
Our proven solutions and products consist of the following:
Unit Trust Scheme (UTS) Investment
Private Retirement Scheme (PRS) Investment
EPF Members Investment Scheme (EPF-MIS)
Systematic Investment Plan (SIP)
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Start your journey to financial freedom with us
Most Importantly
We are not just looking to build a consultant-client relationship. Instead, we are looking into building a reliable and long-term friendship with our clients 😊.
As a result of holding on to this belief, we have built many great relationships over the years and most of our clients are our loyal & trusted friends.
Sam Sanjeevi
(Agency Manager)
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See what we preach daily
