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Private Wealth Advisory

Our solutions is simple, easy to understand for beginners, yet sophisticated enough for all cross sections of investors to know of their investments. We have a wide array of unit trust and mutual funds, both local and overseas, all depending on the risk profile of each individual and corporate.

The way forward is understanding your needs, objective and given the available funds at your disposal on a regular or lump sum basis, we will craft out the best available options for you to choose from for the tenure that you want.

You can sign up to invest in offshore funds via approved brokers like us on these approved platforms by the authorities. We summarise for you below for you to have a balanced idea on how these funds works for you

Platform name Phillip Mutual
(via our FARs who are also CMSRL license holders)
Investors Trust PA Group Hansard
Website www.phillipmutual.com www.investors-trust.com https://premierassurancegroup.com www.hansard.com
No of Fund houses in platform 29 More than 15 international fund houses
No of funds More than 100 funds More than 200 types of international funds
Currencies MYR USD, Euro, GBP, AUD, SGD
Type of funds By sector, EPF, PRS By country, By sector, Principal protection
Investment Tenure Varies 5 - 30 years

Our advisers will be mor than happy to explain to you how each and every one of this works to cater to your specific needs.