The main strength of our marketing strategy and planning is the internal organization we adapt. From understanding our client’s requirements we carry out evaluation, analysis, market research and advise them the best options available. In the case of strategy and plan execution, we ensure seamless coordination with our internal experts and also supported by our strong partnerships in the industry.

The client engagement team has a frame to follow, where they have to build rapport with all existing clients, sending updates or invitation for upcoming events and categorize them in different classifications. All of our clients’ profile are stored and accessible by employees, allowing relevant information to be accessed for any purposes. Sales team coordinates the resources that are part of their assignment so that our clients always have a central point of contact for any request.

Our investment consultant analyzes a client's current financial status and helps the client set reasonable, achievable financial goals by able to answer a broad array of questions competently at the same time. We suggest investment recommendations that fits to the client, provide objective advices, help clients weigh the financial consequences of life decisions and also stay organised. Consultants are all proficient in tax planning, asset allocation, risk management, retirement planning, and estate planning.

In the section of mortgage loan & credit control, we cover every aspect of the process to ensure your best understanding of the procedure. To save your time in this process, we do provide recommendations based on your financial status and condition. By suggesting suitable credit product, preparing and submitting relevant documentation to the bank, monitoring the assessment process and signing the contract, we are dedicated to fulfill every client's needs and requirements, even should you need some conditions amendment request.