INVESTMENT PORTFOLIO MANAGEMENT (IPM)

CCA Investment Portfolio Management (IPM) - specially designed by CC Advisory Sdn Bhd, an investment programme - to achieve your mid to long-term financial goals - take care your investment gains through active portfolio management, regular rebalancing, optimal fund selection, portfolio diversification and risk management. Two types of CCA Investment Portfolio Management:

 

·   Direct Mandate Portfolio
    Giving full mandate to fund manager to manage your entire fund and in turn achieving your desire return. 

 

·   Self-Controlled Portfolio
    Empowering active investor to co-manage their investment portfolio together with financial planner by active fund  selection, review and rebalancing.

HOW TO CREATE A SIMPLE YET POWERFUL INVESTMENT PORTFOLIO MANAGEMENT (IPM) TO ACHIEVE YOUR SINGLE LIFE GOAL?