Unit Trust Via Nana

An extended arm of CIMB Wealth Advisors, Financial Care Centre (FCC) holds an Investment Advisor (Corporate) License from the Securities Commission and is established to serve you with integrated financial planning services.

For the financially active professionals and entrepreneurs, this is the place for you to have your financial health analysed. Here, you can seek professional advice from our Financial Planners on your financial plans, i.e., whether your savings for your children’s education or your retirement is working; or whether your investment portfolio has the right mixes to ultimately achieve your financial goals.

Our Financial Planners are qualified CFPs, certified by the Financial Planning Association of Malaysia (FPAM) and licensed by the Securities Commission as Investment Representatives. We are dedicated to help you make smart financial decisions by bringing you through an investment process, using advanced financial analysis technology. Along the process, we will work with you to select suitable financial products, develop strategic financial plans and manage the plans efficiently. At FCC, we will continually monitor and review your investment portfolio to look for potential growth opportunities.

To know more of our services at FCC, call our office at Damansara Perdana for an appointment. Take advantage of the professional services that are provided and enjoy peace of mind, knowing that your investment objectives have been incorporated into your financial plan. With our Financial Planners, you are working with professionals whom you can trust.