Wealth Management Company Investment Opportunity in Singapore
Established | 1-5 year(s) |
Employees | 2 - 5 |
Legal Entity | Private Limited Company |
Reported Sales | Nil |
Run Rate Sales | USD 396 thousand |
EBITDA Margin | 10 - 20 % |
Industries | Wealth Management |
Locations | Singapore |
Local Time | 11:02 AM Asia / Singapore |
Listed By | Business Owner / Director |
Status | Active |
We customise financial literacy programs for the unique individuals. We utilise cutting-edge technology and innovative financial analytical tools to make informed investment decisions.
Our goals are aligned with United Nations Sustainable Development Goals (SDGs). Hence, we believe in ethical and impact-driven investments.
We adopt a holistic approach to achieve Quality Education (SDG goal 4) by:
- Ensuring inclusive and equitable quality education.
- Promoting lifelong learning opportunities for all our stakeholders.
We adopt the holistic approach to promote Decent Work and Economic Growth (SDG goal 8) by:
- Promoting development-oriented policies that support productive activities, decent job creation, entrepreneurship, creativity and innovation.
- Encouraging the formalisation and growth of micro-, small- and medium-sized enterprises, including through access to financial services.
We have established a tie-up with global financial derivatives companies where our clients' funds are deposited in fully segregated accounts. Our partners are regulated by worldwide financial regulators such as ASIC, BaFin, FMA, CNMV, FSC and CIMA.
All clients will have a personalised investment strategy based on their investment needs. We are committed towards our clients.
We customise financial literacy programs for the unique individuals with prestigious educational institutions. Verified certificate will be issued after completion of each module.
No physical office.
Rental of meeting rooms as and when needed.
Strong online presence and customer support.
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Earlier than 15 daysCEO, London, Financial Consultant connected with the Business
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Earlier than 15 daysAssociate Partner, Investment Firm, Singapore, Corporate Investor / Buyer connected with the Business
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Earlier than 15 daysSenior Manager, Financial, Shanghai, Individual Investor / Buyer connected with the Business