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Biography

With 32 years of experience in the financial services industry, I specialize in holistic financial planning and portfolio management, helping clients build, manage, and preserve their wealth through comprehensive and tailored strategies.

I hold a B.Sc. (Econs) (Hons) and professional credentials including MDRT and RFP, and I am an active member of MFPC, FIMM, and UTC. These qualifications reflect my commitment to maintaining high standards of professionalism and delivering trusted financial advice.

Fluent in English, Malay, and Tamil, I provide personalized guidance to clients from diverse backgrounds.

Outside of work, I am actively involved in charity and religious activities, which reflect my values of giving back to the community and maintaining a meaningful and balanced life.

Areas of Expertise

Years of Experience as advisor: 32 years

Holistic financial planning

Portfolio Management

What I do outside of work for fun

  • Charity
  • Religious

Certifications & Memberships

  • B.SC (ECONS) HONS
  • MDRT
  • RFP
  • MFPC
  • FIMM
  • UTC
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