Kan Fincap
ID: #1132989
Listed In : Financial Advisors Investment Consultants
Business Description
A truly resilient practice doesn't stop at bonds. To maximise client retention and wallet share, financial advisors must embrace a multi-asset approach. Integrating Mutual Funds and Portfolio Management Services (PMS) allows financial planners to cater to every segment—from retail investors to Ultra-HNIs. While bonds provide the 'anchor,' Mutual Funds offer unparalleled liquidity and diversification, and PMS delivers the bespoke, high-conviction strategies that sophisticated clients demand. By diversifying your product shelf, you evolve from a product seller into a strategic wealth partner, ensuring consistent growth regardless of market cycles
Business Hours
Monday : 09:00 - 20:00
Tuesday : 09:00 - 20:00
Wednesday : 09:00 - 20:00
Thursday : 09:00 - 20:00
Friday : 09:00 - 20:00
Saturday : 09:00 - 20:00
Sunday - Closed