How does the advisor help clients – Key Takeaways:
- AVANDA acts as a financial partner for its clients, offering personalized and tailored solutions to meet their individual needs and goals.
- Through a comprehensive and holistic approach, AVANDA assists clients in creating and executing long-term financial plans.
- The firm takes a proactive and hands-on approach, regularly monitoring and adjusting strategies to ensure clients remain on track towards their financial objectives.
Facts and Insights
AVANDA has a strong track record of success and has received numerous accolades within the financial industry. The firm has a loyal client base and a high retention rate, which speaks to the quality of its services. Some key facts and insights about AVANDA include:
- Founded in 2009, AVANDA has over 10 years of experience in the financial advisory industry.
- The firm has consistently been recognized for its excellence, winning multiple industry awards and receiving top rankings from leading financial publications.
- AVANDA has a team of highly qualified and experienced financial advisors, who are dedicated to providing top-notch service to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20+ | 10+ years |
Financial Services Offered
AVANDA offers a wide range of financial services to cater to the diverse needs of its clients. Some of the services provided include:
- Investment management
- Retirement planning
- Wealth preservation
- Estate planning
- Tax planning
- Insurance solutions
- College tuition planning
- And more
Client Types
AVANDA works with a variety of clients, ranging from individuals and families to businesses and institutions. The firm has the expertise and resources to cater to clients of all sizes and backgrounds.
Fees & Compensation
AVANDA operates on a fee-based model, meaning that its compensation is directly tied to the performance of its clients’ portfolios. This ensures that the firm’s interests align with those of its clients, as they both benefit from favorable outcomes.
Background
Founded in Singapore, AVANDA has grown to become a leading financial advisor in the region. The firm’s success is attributed to its commitment to providing clients with exceptional service, in-depth knowledge, and practical solutions to achieve their financial goals.
Financial Advisor Disclosures to Know
As a trusted financial advisor, AVANDA is dedicated to transparency and prioritizes the well-being of its clients. Some of the key disclosures for clients to be aware of are:
- AVANDA may have potential conflicts of interest, which will always be disclosed and managed appropriately.
- The firm may receive compensation from third-parties for recommending certain products or services, but this will not influence its advice or recommendations.
- AVANDA is committed to abiding by all relevant laws and regulations, and will promptly inform clients of any changes that may impact their financial plan.
In conclusion, AVANDA INVESTMENT MANAGEMENT PTE LTD offers clients expert financial guidance and personalized solutions to help them achieve their financial goals. With a strong track record and a team of highly qualified advisors, the firm is well-equipped to assist clients in navigating the complex world of finance.