123

VISION

Our vision is to be the premier choice in Labuan's securities licensee sector, recognized for our commitment to excellence, client-centric approach, and the relentless pursuit of financial success for our clients.

The Company will provide the following services:

PRODUCTS AND SERVICES

INVESTMENT ADVISORY AND ADMINISTRATION

The Company will offer investment advisory services to institutional and high net worth clients for a fee, providing a range of advisory options. These services encompass direct investment advice to clients, offering both passive general advice and a strategic investment planning roadmap.

The Company will specialize in providing investment advisory service in dealing with investment in investment instruments and products offered by banks, financial institutions, fund houses and private equity firms. Our investment advisory services cover a diverse spectrum, bond and equity investments, private equity, venture capital, hedge funds, managed futures, commodities, over-the-counter (OTC) unlisted shares, derivatives contracts, and digital assets. The fee structure may be based on considerations of fees or performance. The investment advisory services to be offered are:

Providing advice and analysis on listed and unlisted securities, and capital markets;
Providing consultancy and advisory services relating to personal financial planning matters;
Providing investment portfolio or asset selection based on client’s objective and risk tolerance;
Providing advisory and analysis on portfolio structuring, asset allocation and review;
Issuing or promulgation of research report and analysis;
Providing advisory on investment risk management such as diversification measures, protection of investment and asset via the use of insurance and so on.

DEALING IN SECURITIES

The Company has no intention of hastily offering securities dealing services to its clients. Instead, it aims to build a robust reputation as a dependable and trustworthy service provider during the initial years, with a primary focus on delivering investment advisory services.

The Company may commence securities dealing services only after the completion of its fifth year of operation. This deliberate approach allows ample time for the company to cultivate a proficient support team equipped with advanced technological tools to manage the securities dealing business effectively and efficiently.

INVESTMENT ADVISORY POLICY

As a company committed to delivering exceptional value to our clients, our policy on providing investment advisory and financial planning is rooted in three core principles: expertise, transparency, and client-centricity.
1.Expertise: Our team brings a wealth of knowledge and experience to guide our clients through the intricate world of investments and financial planning. We stay abreast of market trends, regulatory changes, and emerging opportunities to offer informed and strategic advice tailored to individual client goals.
2.Transparency: We believe in fostering trust through open and transparent communication. Our policy ensures that clients have a clear understanding of the investment strategies recommended, associated risks, and the fees involved. We prioritize providing comprehensive and easily understandable information to empower our clients to make informed decisions.
3.Client-Centricity: Recognizing that every client has unique financial objectives, our approach is inherently client-centric. We take the time to understand individual goals, risk tolerance, and financial circumstances, crafting personalized investment and 8 financial plans that align with each client's aspirations. Regular reviews and adjustments are integral to ensuring that our services evolve with the changing needs of our clients.
INVESTMENT ADVISORY POLICY
Our investment advisory strategy is grounded in the principles of value investing, a proven approach that seeks to identify undervalued assets with the potential for longterm growth. Here is an overview of our strategy on analyzing assets :
1.In-Depth Analysis: We conduct rigorous fundamental analysis to assess the intrinsic value of potential investments. This includes a thorough examination of financial statements, cash flow, earnings history, and other key indicators. Our focus is on understanding the underlying value of a company rather than short-term market fluctuations.
2.Quality Assets: We identify high-quality assets with strong fundamentals, competitive advantages, and a history of prudent management. This focus on quality helps mitigate risks associated with market downturns and economic uncertainties.
3.Diversification: While concentrating on undervalued opportunities, we also recognize the importance of portfolio diversification. This helps to spread risk across various sectors and asset classes, reducing the impact of underperformance in any single investment.
4.Continuous Monitoring: Our team continually monitors identified assets and market conditions. Regular reviews ensure that our recommended portfolio remains aligned with our value investing principles, client’s risk appetite and objective.
5.Client Education: We believe in empowering our clients with knowledge. Regular communication and educational resources are provided to ensure our clients understand the rationale behind our investment recommendations and advices, fostering a collaborative and informed relationship.

contact us
liaw@astraledgeadv.com

copyright ©2024 by Astral Edge Advisors Ltd.