Wealth Management

We support the pursuit of financial security through careful strategic wealth management and planning.

This includes access to a comprehensive range of investment products as well as tailored financial advisory services.

These services are supported by KenWRAP, a new investment IT platform enabling funds, direct equity holdings and other components to be held in the same administrative account. The open architecture platform delivers the necessary financial advisory and portfolio management tools to financial advisors to efficiently manage our client’s financial needs.

Strategic wealth and financial planning services enable clients to:

  • accumulate savings through a pre-defined investment portfolio
  • understand their risk management needs and plan accordingly
  • plan a child’s education
  • identify retirement needs
  • manage liabilities and debts effectively
  • manage taxation holistically
  • design next-of-kin’s needs through estate planning

We offer wealth solutions through the following:

  • Unit trusts
  • Private Retirement Schemes (“PRS”)
  • Shares
  • Dual Currency Investments
  • Bonds
  • Private Mandates
  • Money Markets
  • Negotiable Instrument of Deposits
  • Equity Linked Notes
  • Double No Touch
  • Foreign Exchange
  • Structured Products
  • Margin Financing
  • Life Insurance
  • General Insurance

For more information or to enquire about a bespoked plan, please call +603-2089 4677 or email kwm.cs@kenanga.com.my 

Visit www.kenwealth.com

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