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.
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.
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.
The planner will coach client on how to do stocks picking using fundamental analysis, construct and strategies to manage the stocks portfolio.
The planner will construct client’s portfolio, perform funds/stocks selection and manage the portfolio through platform provided by a licensed asset management company.
ATTENTION: Your personal information has only been used for internal.