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Support Mechanism

No wealth management consultant can claim affluence in their frontline achievements without an equally strong support mechanism in place.

Internal Support

We have a (number) –strong operations team that caters to our day-to-day administrative requirements. With one of the top-rated back-end software tools that helps incorporate different business transactions, maintain client data and manage operations of all verticals, we have created a strong back office infrastructure.

The seamless operational support enables us to provide faster turnaround to client queries and transactions, quick and efficient reporting, and smoother on-boarding of clients as well as product/service provider(s).

External Support

In addition to our internal support infrastructure, we also exhaustively deploy the external resources to further solidify our support mechanism, especially in the research area. These include, but are not limited to:

  • Access to Morning Star Research
  • Access to Value Line Research
  • Access to Fund Managers and PMS Managers Research Updates
  • Access to product back-end research firms such as Finolutions Wealth Care (FWC was ranked as the top emerging consultancy firm nationwide in 2016)