Investment planning is always the top priority and most interesting financial action in pursuing financial aspiration when the person has fulfilled basic needs, the lowest level of personal development according to Maslow’s Hierarchy of Needs. However, not many people possess the qualities needed to be deemed an investment-savvy investor. They tend to make wrong investment decisions due to financial knowledge incompetency and irrationally manage his or her investment portfolio.

At one end, knowledge of personal finance and financial-monetary economics are posited as important and a precursor in managing one’s own investment portfolio, but most of time, the subject is too complex to understand and confusing before we can ever start our investment journey. On the other end, our rationality is vulnerable to overflow of market and economic news, be it rumours or facts. The reality is each person has a different level of risk aversion, so how would your investment plan provide you psychological security to smoothly sail through uncertainties caused by business cycles?

Here, understanding your investment philosophy is a paramount task to us. We evaluate your financial aspirations such as expanding the richness of your retirement life, ensuring adequate financial support for giving the best education to your children, or to ascertain your achievability of any medium to long term financial goals. It would be an ongoing handheld process with investment coaching and strategy implementations as we aim to provide you Financial Serenity, a complete financial freedom.