June 2022
Promotion

 

Enjoy 1% Sales Charge on all Unit Trust purchases for LIFETIME if you open an account this month and maintain at least RM 50,000 worth of investment at all time

This promotion is suitable for Unit Trust investors who would like to maximize their investment returns. Complimentary risk profile analysis and professional investment advisory services will be provided to determine your risk tolerance level and assist you on investment decision. For more information, kindly call or click HERE to WhatsApp me at 0177037310.

Total 796 Unit Trust available from fund houses below:

Asset Management Company.png

About the Platform - Fintech Wealth Management in Malaysia

About me - Sophisticated Wealth Manager

Name Card1.png

Dear investors,

If you are seeking professional advice for your investment portfolio then you are at the right place.

Here's why:

My name is Sam. I'm a Wealth Manager that has been providing professional investment advice to retail investors for years in Malaysia.

 

I craft a highly personalized investment portfolio to achieve your financial goals after identifying what truly matters to you, your investment preferences, and risk appetite.

While investment returns are crucial, the ability to control risk plays a significant role in ensuring consistent and sustainable returns over time.

I am confident that you will enjoy my high-quality services and holistic investment advice.

Picture1.jpg
Picture23.png

Unit Trust Focus List and Risk Rating

Equity

Abrdn Islamic World Equity Fund - Class A - 7

Affin Hwang AIIMAN Asia (Ex Japan) Growth Fund - MYR - 8

Affin Hwang AIIMAN Growth Fund - 8

Affin Hwang PRS Growth Fund - 8

Affin Hwang Select Asia Pacific (Ex Japan) Dividend Fund - MYR - 8

Affin Hwang World Series - Japan Growth Fund - MYR Hedged - 8

Eastspring Investments Dinasti Equity Fund - 8

Eastspring Investments Equity Income Fund - 8

Eastspring Investments Global Emerging Markets Fund - 9

KAF Tactical Fund - 8

Manulife Global Healthcare Fund - MYR Hedged - 10

Manulife Investment U.S. Equity Fund - MYR Class - 8

Maybank Malaysia SmallCap Fund - 9

Nikko AM Singapore Dividend Equity Fund - MYR Class - 9

PMB Shariah Premier Fund - 8

Principal Asia Pacific Dynamic Growth - MYR - 8

Principal Global Titans Fund - MYR Class - 7

Principal Greater China Equity Fund - MYR - 8

Principal Islamic Asia Pacific Dynamic Equity Fund - MYR - 8

Principal Islamic Small Cap Opportunities Fund - 9

RHB Big Cap China Enterprise Fund - 9

TA European Equity Fund - 8

TA Global Technology Fund - 10

Balanced

Affin Hwang AIIMAN Balanced Fund - 5

Affin Hwang PRS Moderate Fund - 6

Affin Hwang Select Asia Pacific (Ex Japan) Balanced Fund - MYR - 6

Affin Hwang Select Balanced Fund - 5

Dana Makmur Pheim - 5

Kenanga Balanced Fund - 5

Fixed Income

Affin Hwang Bond Fund - 2

Affin Hwang Select Bond Fund - MYR - 4

AmanahRaya Syariah Trust Fund - 2

AmDynamic Bond - 3

AmTactical Bond - Class B (MYR) - 4

KAF Bond Fund - 2

Kenanga ASnitaBOND Fund - 2

Kenanga OnePRS Conservative Fund - 4

RHB Emerging Markets Bond Fund - 5

This promotion allow you to enjoy
1% Sales Charge
on all Unit Trust purchases for LIFETIME

For more information, kindly call or click HERE to WhatsApp me at 0177037310. Alternatively, please leave your contact information below. I will be contacting you as soon as possible.

Thank you.

Best regards,

Tan Cia Sam, CFA

P.S. On top of 732+ unit trusts, we also offer stock account for 4 stock markets (MY, US, HK and SG), 3000+ ETF, 300+ retail bonds and 12 Discretionary Managed Portfolio. For more information, please click HERE.