INVESTMENT PLANNING

The common dilemma of investment is to choose between fixed deposit and shares, funds or other investment vehicles. The problem with investing into a fixed deposit is that although it is safe, the return is low. With inflation as a factor, the real return is expected to be even lower leading to slow wealth accumulation.

Therefore, it is a challenge to invest your money to obtain higher returns and at the same time manage the risk that comes with it.
 
Whether you wish to invest for family vacation, down-payment for house or car, house renovation, a business capital, Hajj, children’s education planning or retirement planning, I-MAX FINANCIAL can provide many choices of investment vehicle (shown below), enabling us to tailor the appropriate investment plan which suits you.

Cash Investment

  • Portfolio Management
  • Discretionary Managed Account (Shares/Unit Trust)
  • Regular Savings Programme (RSP)
  • Offshore Funds

EPF Investment

  • Unit Trust Funds (Discretionary Account/DIY)
  • Direct Shares (Discretionary Account)

SPEAK TO AN I-MAX FINANCIAL ADVISER