Investment Planning

Grow your wealth.
Build your future.

Personalised investment strategies — built around your goals, timeline, and risk appetite.

See How It Works
What We Offer

Investment solutions for every stage of life

We match you with the right fund strategy — wherever you are in life.

Unit Trust Funds

Professionally managed funds across equity, bond, and money market — starting from RM100/month.

Equity Fixed Income Mixed Asset Money Market

Private Retirement Scheme (PRS)

A voluntary long-term savings scheme to supplement your EPF — with tax relief of up to RM3,000/year.

Tax Relief Retirement Long-Term Growth

EPF i-Invest

Invest a portion of your EPF Account 1 savings into approved unit trust funds — grow your retirement beyond the default EPF rate.

EPF Account 1 Unit Trust Higher Returns
Why Choose Us

More than a fund — a personalised plan

We build strategies around your goals — and stay with you to review and adjust as life changes.

SC-licensed advisors — registered under FIMM

Goal-based approach — we invest toward your milestones, not just the market

Annual portfolio reviews — we rebalance as markets and your life shift

Start with any budget — from fresh graduates to high-net-worth individuals

Risk Profile Options

Conservative
Capital Preservation Bond & money market, low volatility
3–5% target p.a.
Balanced
Steady Growth Mixed equity & bond, moderate risk
6–9% target p.a.
Aggressive
Maximum Growth Equity-heavy, higher risk
10–14% target p.a.

Not sure where you fall? Our advisors will walk you through a complete risk assessment — no pressure, no commitment required.

* Target returns are indicative based on historical fund performance and are not guaranteed. Past performance is not a reliable indicator of future results. Investments are subject to market risk.

Our Process

From consultation to returns — 4 steps

Transparent, structured — so you always know where your money stands.

01

Free Consultation

No-obligation session to understand your goals, income, and commitments.

02

Risk Assessment

Profile your risk appetite and time horizon to find the right fund fit.

03

Portfolio Setup

Activate your personalised portfolio with the right allocation from day one.

04

Ongoing Review

Regular check-ins and rebalancing as markets move and your life changes.

Common Questions

What you need to know

Answers to the questions we hear most often from new investors.

Most funds start from RM100–RM1,000, with regular savings plans from RM100/month. We'll find a starting point that fits your budget.
Regulated by the SC Malaysia. Your assets are held separately from the fund company, so they're protected even if the company fails. That said, returns are market-linked and not guaranteed.
Yes — most funds are open-ended. Proceeds credit within 7–10 business days. Any lock-in periods will be clearly explained upfront.
Sales charge: 1–5.5%. Annual management fee: 0.5–1.5% (embedded in NAV). No hidden advisory fees from MWMC — we're remunerated by the fund house.
FDs offer guaranteed ~2.5–3.5% p.a. but often lose to inflation. Unit trusts offer 4–15% potential with more flexibility — at market-linked risk. Most clients benefit from holding both.

Ready to put your money to work?

Book a free, no-obligation investment consultation with our licensed advisors.

Book a Free Session