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unit trust consulting

UnitTrust

Investing

.com

Building Wealth and Legacy with You

We are Polaris Wealth Advisors, a 29-year old unit trust agency with the largest unit trust company in Malaysia. We are here to help individuals and corporations invest money easily, safely, keeping within the scope of the investor's needs.

Unit trust investing in Malaysia has gained significant traction as a favored approach for individuals aiming to enhance their wealth and diversify their investment portfolios. A unit trust functions as a collective investment scheme that aggregates funds from various investors to create a diversified asset portfolio, which may include equities, bonds, and money market instruments. These funds are managed by professional fund managers, providing investors with the chance to access a broad spectrum of markets and sectors, thereby mitigating the risks linked to investing in individual stocks or securities.

One of the primary benefits of unit trust investments in Malaysia is their accessibility. With relatively low minimum investment thresholds, they enable individuals with different financial capacities to engage in the capital markets. Additionally, unit trusts are overseen by the Securities Commission of Malaysia, which ensures regulatory oversight that safeguards investors and fosters transparency. Furthermore, fund managers possess the expertise to manage portfolios effectively, consistently analyzing market trends and making informed decisions to maximize returns for investors.

For those looking for long-term financial growth or diversification, unit trusts present an attractive option. Whether the goal is capital appreciation, income generation, or a balanced mix of both, there are unit trusts designed to align with various financial objectives and risk tolerances. Nonetheless, as with any investment, it is crucial for individuals to evaluate their risk appetite, investment horizon, and financial goals before selecting the most suitable unit trust for their needs.

We Work With All Kinds of Investors

business owner

Business owners

c-level directors

C-Level Directors

manager employee

Managers & Employees

businesses

Corporations & Institutions

medical specialists

Medical Specialists

family legacy

Family Legacy

consultant

Consultants

artistes freelancers

Artistes and Freelancers

retirees

Retirees

Our Services

Unit Trust Investment

Structure investment portfolios for individuals, corporations, societies and not-for-profit organisations, to grow money, your way.

Private Retirement Scheme

Contribute to PRS funds while enjoying tax relief. Plan a PRS Vesting programme for employees, to increase retention.

Family-based Investing

Create financial protection for family members, while securing legacy funds to preserve future generational wealth.

New Agents Training

 Secure your career indefinitely by becoming a unit trust and PRS consultant, while learning leadership, economic & investing skills.

Our 3-Step Process

Understanding Client's Needs

Current state of brand. Marketing budget. Offers and funnels. In depth analysis to create a strategic plan.

Investment Portfolio Allocation

Step by step execution of the strategic plan by our experts who are highly knowledgable and are pros.

Monitoring, Reporting and Revisioning

Analyzing the output of each step and tracking the results to ensure that we are going in the right direction.

What Our Clients Say

"More than 2 decades of investing for my family"

"This is a testimonial for Polaris. My husband, myself and daughter have been with this agency, growing our money manifold for generations. Thank you for taking care of us, through thick and thin."

carrie

Carrie M. C., homemaker

"Money market is our only way to go for our treasury"

"For the longest time we had put our company money in fixed deposits. However, when interest rates plunged, we had to look somewhere else to deposit. Money market and bond funds were excellent solutions!"

solaris

Solaris Silvana Sdn. Bhd.

"No more guessing how to invest - I've acquired the skill!"

"As a young investor, I wasn't compelled to invest the right way. So many scams out there promise quick returns. Luckily I have learned the investing methods while complying with the authorities. I've done it right!"

menon

Menon Raj, new hire

LINKS

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