CASH MANAGEMENT SOLUTION (CMS)
EMPLOYEE BENEFITS SCHEME (EBS)
BUSINESS SUCCESSION PLAN (BSP)
BUSINESS RISK MANAGEMENT (BRM)
IP is a process to develop a well-structured investment policy through an interview process between investor and its financial planner.
IP will allow both the investor and his financial planner to identify and then reconcile the investor’s investment objectives, portfolio constraints and risk tolerance. Through IP, financial planner will be able to assist investor to grow, accumulate and preserve investor’s wealth towards achieving investor’s financial goals and objectives.