Investment planning is about making the right decisions and taking the necessary actions that will grow the value of the assets you own. While many people gamble with financial giants and lost their life savings, basic knowledge and common sense are always overlooked. I help individuals to capitalize on opportunities to preserve and grow their wealth steadily with peace of mind using three steps:
My focus is to analyze your risk tolerance, investment time horizon and financial objectives. I adopt an approach to investment with you instead of investing for you. This is the compass of our investment journey together.
I will then review your existing portfolio and draw up the investment strategies.
Based on the investment analysis, an appropriate long term asset allocation model is determined. This serves as a core portfolio with mix of assets which are carefully assessed. Why dumping all your money into stocks where you can mix it with other assets to achieve better return with lower volatility.
I leverage on our team of in-house investment specialists, carefully select the investment instruments to implement the portfolio. I keep all my clients updated with significant events and market developments
Portfolio Monitoring and Review
Risk management is essential even after portfolio is set up. Investment market is volatile and moves at a lightning speed. Many investors react to the short term fluctuation of the markets and lose the direction along the way.
I help my clients to maintain the risk level and explore the investment opportunities constantly.