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Corporate Finance
Asset Management
Wealth Management
Money Lending
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

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