FiMM Certified member for strategic advising of unit trust investment at TA Investment Management Berhad Malaysia
(with IUTA platform / Single License Investment)
Need a private custom-made consultation for Corporate or HNW/UHNW individual ?
Email me at : inunit.wetrust@gmail.com
ABOUT
The purpose of this personal blog is to share my knowledge & experience besides promoting my expertise in advising suitable unit trust or mutual fund products for interested investors both individual and corporate cash investors. Should you be interested to have a private session with a tailor-made consultation to suit your objective investment and risk appetite, please text the above contact number or you can drop me an email at: inunit.wetrust@gmail.com
Who I am - "A Strategist & Professional"
'... Give me a task, I'll create the demand ... Give me an opportunity, I'll bring the money in ... Give me the money, I'll make it grow ...'
Myself is a certified and licensed mutual fund consultant by the Federation of Investment Managers Malaysia (FiMM - since 2015). I am authorized to advise, distribute, and provides investment solutions for funds under TA Investment Management Berhad (a subsidiary of TA Securities Holdings Berhad and a member of the TA Group). Since TA Investments is under the IUTA platform, hence we carry top-performing funds across a broad range of different brands. A postgraduate with MBA in International Business from Asia e University. More than 20 years of working experience comprises of management consulting, business development, and strategic planning focusing on asset divestiture and asset sustainability.
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Why I do this - "Create Value to Investors"
Being in the same industry for quite some time had turned me into a less dynamic individual ... Thus, having multi-skills across different industries could be my best solution to challenge myself and enhance my self-esteem ... Now I am a certified consultant to advise, promote and provide investment solutions, ranging from collective investment schemes, portfolio management services, and alternative investments for a private client, retail, and corporate investor across various industries.
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What I can do for you - "Tailor-made Strategic Wealth Advisory"
Listen, communicate and understand the Client’s investment needs and the Client's objective of investments. Able to strategize the most suitable and best investment solution to suit Client risk appetite whilst maximize high earnings. Demonstrate simple ROI projection using a web-based application. Moderately able to interpret technical analysis using Bollinger Band and Moving Average for spot forex, commodities, and other tradable instruments.
DISCLAIMER
This is a personal blog. Any views or opinions represented in this blog are personal and belong solely to the blog owner and do not represent those of people, institutions, or organizations that the owner may or may not be associated within a professional or personal capacity unless explicitly stated. Any views or opinions are not intended to malign any religion, ethnic group, club, organization, company, or individual. All content provided on this blog is for informational purposes only. The owner of this blog makes no representations as to the accuracy or completeness of any information on this site or found by following any link on this site. The owner will not be liable for any errors or omissions in this information nor for the availability of this information. The owner will not be liable for any losses, injuries, or damages from the display or use of this information.
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