Who Are We?
SMC WEALTH ADVISORY SDN. BHD. is a fully integrated financial services provider, offering Investment Planning, Estate Planning, Financial Planning, and Risk Management services. With over RM 1 billion in managed assets, we provide comprehensive and personalized wealth-building solutions for clients on their journey to retirement.
As an established player in the industry, SMC manages a substantial portfolio of assets, currently exceeding RM 1 billion, on behalf of our esteemed customers. To ensure the highest level of service and expertise, we have established strategic partnerships with leading entities in the financial sector.
Our Services
SMC WEALTH ADVISORY provides a wide range of financial services to meet your needs.
Asset Management Solutions
SMC offers investments in unit trusts, private retirement schemes, private mandates, non-discretionary mandates, and active discretionary mandates that invest in local, Asian, and global markets.
Estate Planning
Share Margin Financing
Share Margin Financing is a convenient facility offered to traders seeking to expand their trading potential. It is available to all eligible Malaysians, Residents and Non-Residents who are of good financial standing.
Funding
SMC offers funding solutions to finance your trust from your assets, ensuring sufficient funds to support the purpose of the trust.To learn more about our services. Click here
OUR VALUES
SMC WEALTH ADVISORY’s core values:
- Integrity: We uphold the highest ethical standards, acting with honesty, transparency, and accountability in all our interactions. We prioritize our clients' best interests above all else.
- Expertise: We are driven by a deep understanding of financial markets and investment strategies. Our team of experienced professionals continuously hones their knowledge and skills to provide informed guidance.
- Client-Centric Approach: We put our clients first, listening attentively to their goals, aspirations, and concerns. We tailor our solutions to their unique needs, ensuring personalized support and delivering measurable outcomes.
- Collaboration: We believe in the power of collaboration, working closely with our clients to co-create financial plans and investment strategies. We foster open communication, building long-lasting relationships based on mutual trust and respect.
- Innovation: We embrace innovation to stay at the forefront of the financial industry. We leverage cutting-edge technology, research, and analysis to identify new opportunities and optimize our clients' portfolios.
- Long-Term Focus: We prioritize long-term financial success over short-term gains. Our strategies are designed to withstand market fluctuations and create sustainable wealth for our clients.
- Education and Empowerment: We are dedicated to educating and empowering our clients, equipping them with the knowledge and tools they need to make informed financial decisions and take control of their financial future.
OUR STRENGTHS
What Makes Us Different?
Resources & Experts
SMC has ample resources and experts to help individuals, families, and institutions reach their financial goals. We have experience and agility, partnering with individual financial planners to listed company CEOs, to assist companies in achieving their goals.
Collaborations
SMC also collaborates with RHB Asset Management Pte. Ltd, located in Singapore, to provide financial services such as unit trust investment, non-discretionary mandate, active discretionary mandate, and more to our customers.
Priority
We understand the significance of leaving a proper legacy and accumulating wealth for a secure financial future. Therefore, our team of experts is committed to prioritizing the interests of companies, clients, and investors alike andwe strive to empower our clients to make informed decisions that align with their long-term goals.