Our experienced team is dedicated to your success and offers personalized wealth management solutions. 𝟏𝟎 𝐒𝐢𝐠𝐧𝐢𝐟𝐢𝐜𝐚𝐧𝐭 𝐁𝐞𝐧𝐞𝐟𝐢𝐭𝐬 𝐨𝐟 𝐈𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐢𝐧 𝐔𝐧𝐢𝐭 𝐓𝐫𝐮𝐬𝐭 & 𝐏𝐑𝐒 𝐅𝐮𝐧𝐝𝐬:
�Peace of Mind - A professional fund manager will help you invest.
�Diversify Investment - The risk has also been diversified because Invest in multiple countries, industries and companies.
�Low Investment Amount. RM100 initial amo
unt can start participating in the investment.
�High Liquidity. Buy and sell operations can be carried out at any time. The Unit Trust management company will definitely buy it back from you.
� Invest in areas where it is difficult for investors to invest directly. Because it requires a lot of funds. But through unit trust funds, investors can participate in investing with a small amount.
�Some of the funds provide Insurance/Takaful Coverage
�Free professional unit trust fund advisory services.
�You can also get some special services such as free insurance, magazines, fast withdrawal, free will writing service and after investing a certain amount.
�The service charge fee is reasonable and affordable.
�All Investment Transactions can process and monitoring online via PMO.
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Through the unit trust fund, you can invest in about 20 listed companies with a minimum of RM100. With a sales charge of up to 3.75%, you can buy a basket of stocks.
𝐏𝐮𝐫𝐩𝐨𝐬𝐞 𝐨𝐟 𝐈𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐢𝐧𝐜𝐥𝐮𝐝𝐞𝐬:
1. Retirement plan
2. Children's Education Plan
3. Personal financial goal planning
4. Risk Management and Estate Planning
5. Hedge Against Inflation
6. Save And Invest
7. For Long Term Growth
8. Minimize Risk Maximize Return
𝐓𝐲𝐩𝐞 𝐨𝐟 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐅𝐮𝐧𝐝𝐬 (Conventional/Syariah):
1. Equity Fund
2. Mixed Asset Allocation Fund
3. Bond Fund
4. Money market funds
𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐌𝐞𝐭𝐡𝐨𝐝𝐬:
1. Cash Investment/
2. Regular/Monthly Savings (Direct Debit)
3. EPF/KWSP Account 1 Investment
4. Private Retirement Scheme (PRS)
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𝐖𝐡𝐚𝐭 𝐢𝐬 𝐚 𝐮𝐧𝐢𝐭 𝐭𝐫𝐮𝐬𝐭 𝐟𝐮𝐧𝐝? It is a financial product, a collective investment plan provided by a bank or financial institution. It is to accumulate the money of a group of investors, and then let professional investment managers follow the fund's investment objective (Fund Objective) to invest, and then evenly distribute the net profit of the investment to the fund unit holders.
𝐓𝐀𝐊𝐄 𝐀𝐂𝐓𝐈𝐎𝐍 𝐍𝐎𝐖:
𝐃𝐢𝐬𝐜𝐮𝐬𝐬 𝐰𝐢𝐭𝐡 𝐨𝐮𝐫 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐧𝐭 𝐭𝐨𝐝𝐚𝐲 𝐟𝐨𝐫 𝐛𝐞𝐭𝐭𝐞𝐫 𝐢𝐧𝐬𝐢𝐠𝐡𝐭𝐬.
𝐖𝐞𝐥𝐜𝐨𝐦𝐞 𝐏𝐌e.
* �: We are the Registered and Licensed Unit Trust Consultant (UTC) and Private Retirement Scheme (PRS) under Federation of Investment Managers Malaysia(𝐅𝐈𝐌𝐌).