| Fortune Wealth Management Limited
provides professional financial planning and portfolio
management services to corporate as well as high net worth
individuals. We adopt a systematic approach to understand
and evaluate the needs of our clients, and consult them to
establish the investment goal and strategy. Upon the
client's approval, we will identify the financial products
in the market that will best serve their interests for their
consideration.
When the investment decisions are made, we will assist
the client to set up account with the selected financial
institutions so that transactions can be processed. We
do not hold custody of funds on client's behalf, nor
represent the client in setting up accounts with the
selected financial institutions.
Our Principal Services:
- Personal Financial Planning
- Investment & Portfolio Management
- Retirement Planning
- Education Planning
- Family and Business Risk Management and Insurance
Protection
- Employee Benefit Schemes and MPF Advisory Services
Visit
our website.
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