Without the proper knowledge, expertise and time to manage your investments, you could lose a substantial portion of your wealth by blindly investing with the wrong strategies. These losses could occur in a short period of time.
Here at ACTS, we work closely with the investment division, who provides a comprehensive analysis on the latest development and trends around the global economy. Together with our robust technology and ever-ready Financial Adviser Representatives, we are able to better advice you on your investments.
Talk to one of our Ethical Financial Adviser Representatives about your:
- Risk appetite
- Financial goals
- Investment time frame
Base on the above 3 factors, we will determine an investment portfolio that meets your objectives. We will monitor your investments regularly to ensure that your investments stay aligned to your investment goals.
Here at ACTS, our financial adviser representatives will be discussing with you on the most suitable strategy which includes:
- Strategic and Tactical Asset Allocation
- Investment Selection
- Risks Exposures and Risk Mitigation Techniques
- Portfolio Optimisation
- Portfolio Monitoring and Portfolio Rebalancing
- Regular Savings Plan