"Hi, I'm Zulkhairi Zulkifli
I’m a Capital Markets Services Representative’s License (CMSRL) in Financial Planning holder with Module 7: Financial Statement Analysis and Asset Valuation.
I provide stocks advisory and manage my clients’ investment portfolio.
In 2021, I’m also a co-speaker for Shariah Investing 101 webinar. This webinar is sponsored by Bursa Malaysia-i.
ATTENTION: This button will redirect you to pakdi.net website.
You deserve a second opinion, and these are the processes!
Initial Meeting
It’s a one-on-one appointment with a licensed financial planner. The purpose is to establish and define the client-planner relationship. The client and planner will determine whether the services offered will meet the client’s needs or not.
Financial Advisory
The planner will coach the client step by step to identify financial gaps and carry out all the relevant strategies using the right products or solutions.
Stocks Advisory
The planner will coach client on how to do stocks picking using fundamental analysis, construct and strategies to manage the stocks portfolio.
Investment Management
The planner will construct client’s portfolio, perform funds/stocks selection and manage the portfolio through platform provided by a licensed asset management company.
"Get your own customized investment portfolios."
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