Company

Overview

Building a Financial Bridge for Life: the VKA Way

Malaysia's Top Choice Comprehensive Financial Planning Firm

VKA Wealth Planners is Malaysia’s fastest growing financial planning firm licensed by Securities Commission and Approved by Bank Negara Malaysia. A leading financial planning firm establishment in the country, VKA, synonymous with its motto of providing Value added, Knowledge based and Action oriented solutions has been providing innovative financial solutions to Malaysians since 2003. These have been the founding principle for the VKA Financial Group of Companies that focuses on financial services in serving the people of Malaysia from all walks of life.

With its operational headquarters located at the IOI Boulevard in Puchong Jaya, and the VKA Financial Group’s regional centers include Klang, Kota Bahru, Penang, Johor Bharu, Batu Pahat, Miri, Sibu and Kota Kinabalu.

As Malaysia’s Top Choice Financial Planning Firm, VKA Financial Group specialise in:

Our Vision & Mission

Vision

To be Malaysian’s Preferred Financial Planning firm, recognized for its excellence and commitment to best practices.

Mission

To become Top Choice Comprehensive Financial Planning Firm for mass affluent and high net worth individuals.

Our Core Values

These are the founding principle of VKA Financial Group that focuses on financial services in serving Malaysian from all walks of life.

Value-Added
Adding and creating values in executing our work at all time.
Knowledge-Based

Strong Knowledge forms the foundation of good and quality work.

Action-Oriented
Result driven, focused on execution and implementation.

Our Group of Companies

Committed to helping you reach your desired financial goal, VKA applies an impressively synergetic partnership between 4 entities that helps bridge your financial situation to your financial goal. These entities are:

VKA Wealth Planners Sdn Bhd

Formed in the year 2003, is a licensed financial planning firm that comprises professional financial planners & advisers. This is the company to approach for personal financial advice if you are thinking of improving your personal financial matters. 

You will be assisted in writing a personal financial plan, in investing judiciously through approved traditional and alternative investments that are local or from overseas, in seeking protection through approved local and offshore insurance products, or in planning for your estate. 

Wealthy families may find a key ally in VKA in forming a well conceived ‘family office’ specifically designed to manage family investments and trusts. It must be noted that VKA Wealth Planners Sdn. Bhd. does not manufacture any of the investment or insurance products thereby eliminating any potential conflicts of interest when providing independent financial advice.

VKA Corporate Advisory Sdn Bhd

This subsidiary unit of the VKA Financial Group specialises to serve the Small and Medium Enterprise and Industry (SME / SMI ) community on a dynamic of spectrum covering corporate tax, arrangement of bank loans and government grants for eligible Small and Medium businesses or industries, preparations for Initial Public Offer, accounting services, audit and tax compliance along with company formation and secretarial matters.

VKA Business Advisory Sdn Bhd

This is the “VKA Success Academy” that is charged with the key role in the recruitment, training, supervision, motivation, business planning, consulting, coaching and team-working towards the development of an effective distribution channel exclusively for the VKA Financial Group of financial services. Indeed, it is envisaged that this will grow into an academy in future.

VKA Islamic Wealth Management Sdn Bhd

Rightly so, this is the company that aimed to serve the Muslim community on personal financial planning and wealth management services that are shariah compliance and in line with the principles taught by Islam.

Your Financial Bridge for Life