Investment Planning

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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.

We will help you identify:

Your investment goals
Your existing investment portfolio
Your risk tolerance
Your ideal allocation for your investments
Investment tools best suited to meet your desired investment returns

Step-by-Step Guide

Step 1

Discover

Discover your goal(s) to achieve before selecting
investment instrument, strategy and amount

Step 1

Step 2

Determine

Determine the duration needed to achieve all goals

Step 2

Step 3

Gathering

Gathering information on what has client currently prepared in order to achieve each and every goals

Step 3

Step 4

Understand

Understanding client’s risk tolerance level in order to identify the best-suited investment instrument or strategy for each clients

Step 4

Step 5

Calculate

Calculating the investment amount needed to be placed to the selected investment instrument or strategy in order to achieve stated goals

Step 5

Step 6

Source

Source for appropriate investment investment OR
create an investment portfolio based on client’s goal to achieve

Step 6

Done

You’re Now One-Step Closer to Achieving Your Goal(s)

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

Done

Our complete range of investment services

Onshore Investment

Special Situational Investment

Offshore Investment

Investment Managed Account

Your Financial Bridge for Life