OUR SERVICES
What can we do for you
Unit Trusts & PRS
SMC offers investments in unit trusts, private retirement schemes, and private mandates that invest in local, Asian, and global markets.
These asset classes include, among others, equity, bond funds, money market fund, and EPF investment. The asset management activities related to portfolio management and dealing in securities are restricted to unit trust products, dealing in private retirement schemes, and investment advice.
Estate Planning
SMC offers estate planning services, including will-writing services, professional executor services, family trusts, business succession trust, offshore trust, Real Estate Investment Trusts (REITs), and other related private trust services.
These services aim to preserve your wealth and ensure it is passed on to the right people at the chosen time.
Asset Management Solutions in Singapore
At SMC Wealth Advisory, we provide comprehensive Asset Management Solutions in Singapore. Our range of investment offerings includes unit trusts, equity funds, bond funds, non-discretionary mandates, and active discretionary mandates.
With a strong fiduciary duty, we are dedicated to monitoring and protecting the needs of both our valued clients and investors. By leveraging our expertise and market insights, we strive to optimize investment performance and maximize returns, ensuring that our clients’ assets are managed with diligence and care.
Funding
SMC offers funding solutions designed to finance your trust from your existing assets, ensuring ample resources to support the trust’s purpose.
We understand the importance of having sufficient funding for your trust, whether it’s for a personal or corporate purpose. With our expertise, we can analyze your financial situation, leverage your assets, and structure financing options that align with your needs. Our goal is to ensure that your trust has the necessary financial resources to fulfill its intended objectives while addressing any outstanding debts or liabilities.
IPO Listing
SMC your trusted partner in navigating the intricate world of IPO listing. As a licensed investment advisory firm, we take immense pride in assisting private companies in achieving their financial aspirations through successful public offerings. Backed by a robust collaboration with RHB Investment Bank Berhad, one of the most esteemed names in the financial industry, we bring together the perfect blend of expertise and experience.
At SMC we understand that an IPO is a pivotal milestone in the life of any private company, and it demands meticulous planning, strategic insights, and unwavering support. Our team of seasoned professionals is dedicated to providing tailored solutions, expert guidance, and comprehensive advisory services to help your company flourish in the public domain.
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.
Clients can use Share Margin Financing as additional funding for the purchase of shares quoted or to be quoted on Bursa Malaysia. Collateral is in the form of quoted shares and/or cash deposits.
