If you need our adviser to help you out. Kindly contact us for more information.
There are many investment vehicles in the market, ranging from low risks to high risks. Whether you are a young professional who is just starting out or a high net income business executive, you will need to determine your investment goals.
You need to establish if they are short term (less than 5 years) or long term (more than five years) goals. More importantly, you need to determine the suitable investment tools to meet your desired investment returns.
VKA Wealth Planners has a team of trained professional consultants who will be able to recommend the appropriate investment strategies most suited to your investment portfolio, be it for regular income or high capital growth, medium or long term investment, conservative or aggressive approach.
At VKA, our mission is to help you build a secure financial future. We work with 25 local unit trust companies, and one UK based platform provider that enable investments into thousand of funds locally and worldwide. These can therefore be managed as a portfolio.
Discover your goal(s) to achieve before selecting
investment instrument, strategy and amount
Determine the duration needed to achieve all goals
Gathering information on what has client currently prepared in order to achieve each and every goals
Understanding client’s risk tolerance level in order to identify the best-suited investment instrument or strategy for each clients
Calculating the investment amount needed to be placed to the selected investment instrument or strategy in order to achieve stated goals
Source for appropriate investment investment OR
create an investment portfolio based on client’s goal to achieve
VKA’s Financial Advisers will constantly monitoring on the market and perform portfolio rebalancing whenever it is needed, to ensure client will be able to achieve their goal(s) based on the projected timeline