BESPOKE
Your Smartest Investment Journey Starts With Us.
Vision and Mission
Our boutique has been created with the vision to be the finest customer-centric agency in distributing unit trust scheme consultancy, where a client can find and discover the smartest and ideal way to invest in a unit trust scheme. Our mission is to create as many bespoke agents that can administer our client to create 'bespoke investment strategy' for them.
What We Can Offer?
Besides our principal in-house funds, we also can distribute multi types of funds from various fund houses using IUTA/Single Licence platform. Hence, we can cater to investor needs ranging from low-risk types of investors (mostly corporate) to high-risk types of investors.
Fund Characteristics
Equity
Normally ranging from 75%-90% heavily invested in stocks.
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Ideal for aggressive investors with a 'willing-to-lost mindset'.
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Suitable for mid to long-term growth (5-years & above).
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Have sales charge.
Balanced
Normally a mixtureof fixed income securities & stocks.
Suitable for medium to low risk investor with a 'willing-to-lost mindset'.
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Ideal for conservative investors with mid to long term investment plan.
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Have sales charge.
Fixed Income / Bond
Normally 100% invested in fixed-income securities.
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Ideal for medium to low risk investor a minimum 'willing-to-lost' mindset.
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Suitable for very conventional investors with mid to long term investment plan.
Some fund have sales charge, some without sales charge.
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Money Market
Normally 100% invested in short term fixed-income securities.
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Suitable for a very low risk investor with a zero possibility to loss.
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Ideal for corporate or SME investors with a short to a medium-term investment plan.
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No sales charge.
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If you want to know more about unit trust / mutual funds and want to explore the knowledge, tips, insights, and strategy, let's become one of our bespoke strategist with our team. Rest assured our admin will invite you for an interview if you fulfill all the requirements.