Investment Advisory Services

These kinds of advisory services were applied for all kind initial assets including either cashes or existing stocks, as we’re keen to contribute our expertise and experience on the Vietnamese stock markets. The scope of services is set from opinions on macro situation, market timing strategy, asset allocation strategy, stock picking advisory and every other investment tactics. The purpose is to proactively help our clients optimize their investment portfolios and manage to achieve expected investment returns given their risk profile.

By arranging many flexible ways such as face-to-face meeting, email, phone chat and messenger to serve our clients on the best of their interest, We committed our top advisory service would add significant value to our clients directly and efficiently.

Investment Cooperation and Management

Here are our core services as our vision to become a leading wealth management boutique in the Vietnamese financial market. These kinds of service transform our unique strengths on implementing our own investment management system to generate expected return.

At first, we would communicate efficiently with our potential clients and then conduct distinctively their risk/return profile as well as their financial situation. All of those things are to help us understand thoroughly and find the most suitable way to seeking highest returns for their investment portfolio given their risk profile. Our own investment decision making system has been experienced from time to time would help us avoid emotional situation as our clients often suffer.

These products are also implemented to distinctively serve high-net-worth individuals (HNWIs), who certainly either won’t have so much time to follow up and spend time to seeking superior return as well as to avoiding risks on a frontier market.

We were born to serve. If you have any further queries, please don’t hesitate to contact us anytime to discuss on the Vietnamese stock market and other relevant cooperation opportunities.