Personal Finance Management
Maybank Group is the leading financial services provider in Malaysia catering to the needs of consumers, investors, entrepreneurs, non-profit organisations and corporations. The Group, which has expanded internationally, has the largest network among Malaysian banks of over 2,400 branches and offices in 20 countries, employing over 44,000 Maybankers and serving over 22 million customers. It is the only regional bank with a presence in all 10 ASEAN countries (as of November 2016).
By strengthening our core business and franchise, we gain a competitive advantage by achieving synergies across our diverse group. Domestically we aim to achieve leadership across key and profitable segments. Internationally we capture value from new investments and continue to pursue organic expansion by delivering innovation and superior customer value. We are a top recruiter of talent and view our leadership pool and talent pipeline as key to realising our aspirations. We constantly seek to enhance performance management and achieve cost optimisation by focusing on effective IT operations and enhancing employee productivity.
Ingenico Group is the global leader in seamless payment, providing smart, trusted and secure solution
EnjoyCompare is an online platform to compare different financial products such as loans, credit cards and insurances. It has added the feature of comparing the broadband plans also.
DIYInsurance (Do It Your way Insurance) is Singapore’s First Life Insurance Comparison Web Portal launched in June 2014. We exist for one sole purpose: to empower you to make informed decisions about your insurance purchases based on no one’s agenda except your own.
Backed by key people with almost 2 decades of experience, we are committed to benefit you with the most honest, independent and competent advice. We do this by sharing objective product comparisons and knowledge on the right approach to insurance planning.
Understanding that commissions may create a conflict of interest in advice, all DIYInsurance staff are salaried-based and not commissions-based. Get greater cost savings as we rebate 50% of the commissions back to you and compare a wide range of products for your Protection, Savings and Retirement Income needs from various insurance companies.
Kina Bank is a diversified financial services provider in Papua New Guinea, offering customers end-to-end financial solutions, from savings accounts to small business loans, investments to mortgages, stockbroking and financial advice, investment management and fund administration.
Lucro is a SaaS platform designed and built from grounds to meet the specific needs of financial institutions, brokers and agents, including security, compliance, scalability, support for multi-channel distribution requirements, ease of use and speed of implementation.
Lucro provides and automates the sophisticated, active conversion rate optimization capabilities and leading retention strategies covering communications and messaging, UI/UX, personalization, advanced AI and ML models and market intelligence data.
HomePay is a mobile App that helps you manage money in household and allows kids, domestic helper or other dependents of users to spend money responsibly using HomePay MasterCard Prepaid cards
Principle Partners is a specialist in buy-side executive search with a focus on Asset Management, Private Equity, Hedge Funds, Technology Companies and Wealth Management.
Our consultants have been consistently ranked in the Top 5 in industry client polls in the last decade. We have worked on mandates across all levels from Analysts to the Head of Asia Pacific and have built a strong reputation for integrity and intimate knowledge of the markets.
We are Asian specialists with strong local roots and network. We are proud of our Asian heritage and are able to source and access the best talent in the Asian market and Asian returnees in the US and Europe.
We are a fintech providing Hulgrave Rankings to money managers who are proud to distribute Hulgrave to their clients.
Hulgrave is an independent and clear score that eliminates information asymmetry between clients and money managers.
The company supports a premier financial advisory group which represents AIA Financial Advisers.
FINESSE is a Singapore-based Fintech Company, focusing on B2B2C Digital Wealth Solutions for Financial Institutions to digitalize their platforms to power their businesses.
Our Product Solutions accommodate a variety of businesses and are tailored to segment-specific client groups.
Finesse Engine builds on existing core Banking system to introduce the Innovative Digital Investment Solutions in retail banking, private banking, family office and asset management firms.
Citi has been in Singapore since 1902 and is represented in nearly every asset class. Citi Singapore is the largest foreign banking employer in Singapore, and it is home to strategically important hubs, Innovation Labs and the Asia Pacific Citi Service Centre (CSC).
We have businesses with client-focused capabilities, such as the Global Subsidiaries Group (Asia), Citi Private Bank (Global), and International Personal Bank (Global); product-focused innovation hubs, such as Global Consumer Bank, the ASEAN Investment Banking Hub, Markets Hub, and the Treasury and Trade Services (TTS) Hub; Innovation Labs, such as the Citi Innovation Lab (TTS) and the Consumer Innovation Lab; and the Asia Pacific Citi Service Centre (CSC) at Changi Business Park.
Citibank Singapore is built around three key business lines: (1) wealth management products and services, including investments, insurance, deposits and treasury products; (2) unsecured products such as credit cards and personal line of credit, and (3) secured products covering housing loans and share financing.
With a combination of experts from Finance, Design, technology and international cooperation, RootAnt empowers global financial institutions to transform to a cross-platform, easy to use and user-friendly financial platform with applications & services that improve end user experience, solving the global pain point. RootAnt cooperates with clients and partners in more than 10 countries.
finexis advisory Pte Ltd provides more than just financial advisory services – we cover a range of financial needs throughout your lifetime. Think of us as lifelong financial confidantes – always there to help apply broad-based solutions in thoughtful and meaningful ways.
Our Philosophy
At finexis, we think of ourselves as more than financial consultants. We advise people on some of life’s most important concerns. Simply because, money lies in the heart of many areas of our lives – from taking care of our basic needs to fulfilling higher aspirations.
With a goal to create a lasting positive influence on every life we touch, we listen to what our clients have to say and design our solutions to complement their needs. We want to impact lives beyond finance.
Our Partners
finexis offers the range and depth of products and services that can assist in fulfilling our clients’ unique needs. We are in partnership with over 30 international fund houses offering more than 400 professionally managed funds, more than 8 major life insurers, more than 18 general insurers, 2 investment platforms and 7 international banks.
Our Promise
finexis believes in providing our clients with not merely the hardware of products, but also with a complete
financial experience through quality long term planning and sound advice. The finexis 3i approach
Imagine . Implement . Involve is a step by-step guideline that covers the entire client consultation process.
Ploutos Strategic focuses on Asian UHNW business families and family offices in a unique niche – by providing independent and holistic strategic financial solutions for their family businesses.
In addition, Ploutos Strategic also works with FinTech/Blockchain startups – helping to raise capital from, as well as initiate strategic partnerships with, business family clients.
BTO developed a solution that upgrades financial planning to become holistic life-planning.
GoodWhale was created to make financial literacy inclusive and easily accessible to all.
The GoodWhale application aims to empower everyday people to understand stocks in a fun and simple way. Through its fun and engaging platform, users can expect to research and understand their investments in a simple yet comprehensive manner while levelling up their skills through fun content.
Barclays is a transatlantic Consumer, Corporate and Investment Bank.
Quantyr Smart growth’s strategy is based on the fact that most companies tend to see growth as the ultimate goal for their future.
However, what matters for investors in the long term is profitable growth.
Therefore the Quantyr Smart Growth’s strategy looks to select companies that have been able in the past to deliver positive Economic Profit growth for their shareholders as well as positive Free Cash Flow on a sustainable basis.
We also look at Valuation and future Free Cash Flow and EPS growth.
The weight of Stocks is equally weighted among the companies which satisfy Quantyr Smart Growth criteria in its domestic market.
Our goal has always been to maximise our reach out to people with financial planning needs. We have created a brand that strives for excellence and we hope to increase our staff strength by 30% this year. Further down the road, we would like to be more involved in creating an ideal platform for education that would benefit the younger generation in the long run. Our Organisation also aims to bring about overall wellness through the focus on health and fitness. Family bonding is also greatly valued that would bring people closer together to their loved ones. Through genuinely caring for people, we bring them endless rewards and fulfilment that would benefit them for a lifetime.