Services

Professional wealth management services to help you achieve your financial goals

Our Services

Equity Investment

Malaysian Stock Portfolio Management

Professional Malaysian stock portfolio management combining fundamental and technical analysis to build robust portfolios.

Blue-chip allocation

Growth stock screening

Risk diversification

Quarterly rebalancing

Min. Investment

RM 100,000

Expected Return

8-15%

Wealth Protection

Wealth Protection Planning

Comprehensive wealth protection including insurance, estate planning, and tax optimization for secure wealth transfer.

Life insurance planning

Medical coverage

Estate trust setup

Tax optimization

Min. Investment

RM 50,000

Expected Return

Stable Protection

Real Estate

Real Estate Investment Advisory

Analysis of premium Malaysian property opportunities including commercial, residential, and REITs investments.

Commercial property analysis

Residential evaluation

REITs allocation

Rental yield optimization

Min. Investment

RM 500,000

Expected Return

5-10%

Smart Investment

AI Smart Stock Analysis

Proprietary AI algorithms for real-time Malaysian stock analysis with precise buy/sell signals and risk alerts.

Real-time analysis

Buy/sell signals

Risk alert system

Deep stock reports

Min. Investment

RM 10,000

Expected Return

10-20%

Retirement Planning

Retirement Planning Services

Customized retirement planning to ensure adequate financial security and quality of life after retirement.

Pension calculation

EPF optimization

Passive income planning

Healthcare budgeting

Min. Investment

RM 200,000

Expected Return

6-12%

Corporate Services

Corporate Investment Advisory

Professional investment consulting for corporate clients including treasury management, M&A advisory, and IPO guidance.

Treasury management

M&A advisory

IPO guidance

Valuation services

Min. Investment

RM 1,000,000

Expected Return

Custom Solutions

Success Stories

Tech Stock Portfolio Growth

Achieved significant capital appreciation by capturing Malaysian tech stock uptrend.

Client Type

High Net Worth Individual

Investment

RM 500,000

Duration

18 months

Return

+42%

Retirement Planning Success

Designed a robust portfolio for a retiring executive ensuring post-retirement quality of life.

Client Type

Corporate Executive

Investment

RM 2,000,000

Duration

5 years

Return

Stable 8% p.a.

Family Wealth Succession

Helped establish comprehensive wealth succession including trust setup and tax planning.

Client Type

Family Business

Investment

RM 10,000,000

Duration

Ongoing

Return

Wealth Preservation