FiMM Certified Member for Strategic Advising Unit Trust Investment at TA Investment Management Berhad Malaysia
(Registered IUTA)
Need a private tailor-made investment consultation for Corporate or HNW/UHNW individual?
Email me at : shafara.tainvest@gmail.com
ABOUT
The creation 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 individual and corporate investors (cash/EPF). Should you be interested in having a private session to tailor-made a financial strategy to suit your objective investment and risk appetite, or if you are interested in being a 'bespoke unit trust strategist' do not hesitate to DM me below for a quick chat:
Who am I? - "A Strategist & Licensed 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 ...'
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I am certified and licensed Unit Trust Scheme Consultant by the Federation of Investment Managers Malaysia (FiMM - since 2015). I am authorized to advise, distribute, and provide my client with tailored investment solutions under my principal TA Investment Management Berhad (a subsidiary of TA Securities Holdings Berhad & a member of the TA Group). TA Investment is an experienced & long-serving financial institution and registered IUTA. Therefore I'm capable to carry broad range of top-performing funds from across multiple fund houses and financial management institutes. I graduated from Liverpool John Moore University with magna cum laude in Mechatronics Engineering. I have more than 20 years of working experience comprising business strategy, fundraising, marketing, business networking, CRM, and field experience in setting up & managing new revenue streams in a start-up environment. For my financial literacy set of skills, I have completed my CFP Certification - Foundation In Financial Planning and Takaful certification from Islamic Banking and Financial Institute Malaysia in 2015.
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Why do I do this? - "To Build Value Creation To Client"
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 clients, retail, and corporate investor across various industries.
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What I can do for you? - "Tailor-made Wealth Advisory" - Bespoke Strategist
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 optimizing high earnings to the investor. 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.
WHAT IS
IUTA?
Institutional Unit Trust Adviser” or “IUTA” means a corporation registered with FiMM and authorized to market and distribute unit trust schemes from various Financial Management Institutes (FMI).
​Under my principal (corporation), I can offer diverse types of funds from multi-fund houses thus providing 'peace of mind' to the investor to select funds after he/she completed their suitability risk assessment.
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So, if you are interested to explore how these funds can be tailored to your needs and risk then act now.
Send me a request by clicking the below button to arrange an appointment at our modern hub besides the KLCC.
