Financial Planning & Advisory

• Financial planning for Corporates and High Net Worth Individuals (Coach and monitor financial goals)

• Family office set up and administration

• Facilitate and provide independent advisory among trustees, insurance agents, investment brokers, real estates agent, etc.

• Investment portfolio management

• Board meetings

• Holistic financial advisory (estate planning & wealth in transition)

Corporate Advisory

• Due diligence on venture investments

• Financial modelling, budgetary control and forecasting

• KPI & Investment, financial monitoring

• Corporate valuation

• Fund sourcing

• Deal sourcing

• Mergers and acquisitions

• Pre-IPO assessment and planning