About Us
What We Do
Mission
Commitment to lifelong client advisory relationship
Vision
To serve as a one-stop holistic financial avenue to cater solutions customised to clients’ needs and wants through their various life stages.
FLAIR - Financial Literacy All withIn Reach
Values
Besa - literally means “To keep one’s promise” or word of honour
WE-CARE as your welfare is our concern
enCapsulate information as time is precious
enAble informed decision-making
enRich your life and health
enErgise your life with our fun-filled activities and philanthropy efforts
About The People
We are a team of trusted professionals with every member having close to a decade of banking and investment experience individually.
The unprecedented Covid pandemic has enlightened us that clients want dedicated portfolio advisers who are sensitive to the market volatility, competent to act timely and provide unbiased advice.
Our people are mobile and fluent with virtual meeting aids. While many meetings have transited into digital mode, we recognise that the interpersonal interaction when meeting in person is equally important to some clients. The traditional office space to create a “professional feel” is no longer actively sought for by clients. Hence, we go for whichever mode that suits you!
