How do I decide what is the best investment plan for me?
We understand our clients needs by first measuring their risk profile and assessing their knowledge with regards to the types of investment options available in the market.
Subsequently, we will do the product matching based on their financial goals, time horizon, budget, life priorities etc.
Traditional Investment Model – Save – Invest – Grow
Most investment plans do not allow customers to cash out prematurely and there are penalties involved should they decide to do so. Investors could also be required to lock-in their funds for an extended period of time and it could be a long wait before they get to enjoy the returns from their investments.