CASH MANAGEMENT SOLUTION (CMS)
EMPLOYEE BENEFITS SCHEME (EBS)
BUSINESS SUCCESSION PLAN (BSP)
BUSINESS RISK MANAGEMENT (BRM)
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.