UNIT TRUST

We help our clients to create an investment portfolio according to their objectives and risk tolerance. This includes an asset allocation mix consists of local and global equities, bonds, and money market funds.

PRIVATE MANDATE

Looking for personalized investment solution with a dedicated fund manager managing your asset?  Tell us your investment objective, risk appetite, investment duration and expected return so we may work out a solution for you. 

PRIVATE PLACEMENT

It opens an invitation to a pre-selected group of investors to invest into shares of business ventures / listed companies. 

PRIVATE RETIREMENT SCHEME (PRS) 

A voluntary savings scheme designed to build up funds for retirement while enjoying personal income tax relief, at your choice of either a lump-sum or periodic savings into unit trust funds which are designated to boost returns over the long-term.