KT ZMICO Wealth Management Service was established to serve our valued customers in terms of Wealth Creation, Wealth Accumulation, Wealth Preservation and Wealth Distribution according to their financial objectives, status and expected return with an acceptable risk.
We are committed to servicing our clients’ financial requirements. Customers receive specialized financial planning with a focus on ensuring long-term results. Our experienced financial planners take a holistic approach that helps clients assess their needs and aids in the day-to-day management of their assets. By closely consulting with our customers, we can present a broad array of financial products to fulfill their financial goals.
Financial Planning Each client has different financial goals and constraints. By recognizing these, we are able to customize a plan to suit each client. The following 5 steps help customers manage their financial affairs to meet their life’s goals:
- Know our clients
- Gather data about each client and set goals
- Provide investment advice
- Establish an optimal investment portfolio
- Monitor, review and rebalance portfolios
We can provide a broad array of financial products in major asset classes such as Equities, Fixed Income, Derivatives and Offshore Investments to ensure a diversified portfolio, with either direct investments or mutual funds.
Our veteran financial planners have an average experience of more than 15 years. We have amassed a wealth of continuing evolving knowledge from our experience in providing consultative planning services for our clients. Whether you need someone to help in i) managing your liquidity; ii) tax planning; iii) creating an investment or retirement plan, KT ZMICO Wealth Management Service can help you take control of your financial life.