History doesn't repeat but it rhymes
00852 5803 2789
99 Queens Road, Central, Hong Kong
Become a Client
Download Registration Form
Download Client Registration Form
Only 1% Charge on Selling and Buying
A Broad Spectrum of Expert Analytical Advice
How to Become a Client
PERFORM DUE DILIGENCE
The first step therefore is for you to make contact with us, so that we can arrange a call back at a mutually convenient time and place.
We mitigate risk by performing stringent due diligence checks, we also encourage all our clients to perform due diligence of their own about the recommendations provided.
SPEAK WITH APPROPRIATE ADVISOR
CHOOSE TYPE OF MANAGEMENT
Once you’ve selected a financial advisor, you need to provide as much relevant information as possible. Before you meet, it’s important to prepare the right documents and any questions you may have.
Decide on the type of investments you wish to pursue, and the type of management that will be used to diversify your portfolio.
CHOOSE CORRECT INVESTMENTS
FOLLOW ADVICE FROM START TO FINISH
Once you’re clear on your needs and goals – and have assessed how much risk you can take – draw up an investment plan. This will help you identify the types of product that could be suitable for you.
Managing your own portfolio can be tiresome and confusing to first time investors. Let us take your burden by utilizing the expert advice of our portfolio managers.