Service Details
- Category: Advisory
Trusting Your Business Advisor
Working with us will provide your company professional advices on how to manage your money and helping you making the right investment after researching the situation in the marketplace.Our main Duties are: Deep understanding client’s financial needs, set the financial objectives and goals, tax status and risk tolerance, answering clients’ questions and address concerns, manage and regularly update clients’ portfolios, give advices to clients in order to help them reach their financial goals, preparing financial document summaries, investment performance reports for clients, Continuous communication with clients’ to stay up to date with their financial status.
At EM, our financial advisors spend their time researching and analyzing investment opportunities to set an appropriate planning strategy.