Investment Philosophy
“We don’t chase markets—we build wealth with clarity, discipline, and time.”
My investment philosophy is based on 3 Core Pillars, supported by clear principles and a repeatable process.
With a passion for helping clients achieve their financial goals, I provide tailored solutions that prioritize goal-based growth and stability. With years of experience in the financial industry, I am committed to delivering exceptional service and building lasting relationships with you.
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My Approach
At IPPFA, we prioritize your goals above all else. Our goal-based investing strategy ensures that your financial objectives are at the forefront of every decision we make.
Time Advantage
We believe that time is your greatest asset when it comes to investing. By focusing on the long-term and staying invested, we aim to capitalize on the power of compounding and market growth.
Risk Management
Risk is a natural part of investing. At IPPFA, we emphasize managing risk rather than avoiding it. By understanding volatility and permanence, we help you navigate market uncertainties.
Diversification
Diversification is key to a stable investment portfolio. We focus on risk management through diversification rather than solely chasing high returns. Your stability is our priority.
IPPFA Eagle Eye Portfolio Returns
Eagle Eye is the model portfolio of unit trusts/mutual funds. It started formally in Feb 2015, and it is managed by IPPFA’s Investment team. The composition of the portfolio reflects the investment views and strategy of the Investment team, with the consensus of the Investment Committee.
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