finexis advisory Pte Ltd
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.
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.
Mint is a management consultancy specialising in Career Change Management. Our consultants provide career change advice and support to individuals who would like to find a new career.
Considering a change of career is daunting for most people. Mint Consulting helps those who are faced with uncertainty take personal control of their situation. Mint works with clients to develop a realistic understanding of their career options and provides practical guidance in moving to the next stage of their working lives.
Mint’s Career Change Programme is designed to assist clients to find their way through this period of transition by helping them to identify and explore a broad range of alternatives. This may involve trying different avenues along the way before deciding upon a preferred direction.
CTD Connecting the Dots is a boutique firm providing consultancy, marketing research and strategy, and project management services in the area of Payments, Remittances and Financial Inclusion.
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.
OCBC Bank is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. It is now the second largest financial services group in Southeast Asia by assets and one of the world’s most highly-rated banks, with an Aa1 rating from Moody’s. Recognised for its financial strength and stability, OCBC Bank is consistently ranked among the World’s Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker.
OCBC Bank and its subsidiaries offer a broad array of commercial banking, specialist financial and wealth management services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services.
About CLA Global
CLA Global Limited (CLA Global) is a worldwide organisation of independent accounting and advisory firms. CLA Global member firm professionals provide audit, accounting, tax, and advisory services to help guide organisations and individuals through the increasingly complex global business and financial environment. For more information, visit CLAglobal.com.
About CLA Global TS (formerly Nexia TS)
Founded in 1993, CLA Global TS (formerly known as Nexia T.S.), is an award-winning Asia-Centred Business Advisor. An independent member firm of CLA Global Network, CLA Global TS provides a full spectrum of professional services including, but not limited to Assurance & IPO Reporting, Tax, Risk Advisory, Valuation, Insolvency & Restructuring, Sustainability & Climate Change Advisory and more. For more information, visit CLA-TS.com.
Our company is founded in 2018 by experts from computer security, blockchain and digital currencies’ industry. CYBAVO’s growing team is composed of expert developers and researchers with solid experience in the security and cryptocurrency fields. CYBAVO has offices in Singapore and Taipei.
Pragma is a global Cybersecurity and Regulatory Consulting firm that helps leading businesses strengthen cyber and regulatory resilience with a pragmatic approach.
Andromeda Solutions is an IT company, based in Middlesbrough, providing a complete range of IT Services and IT Support to Home and Business Customers in the North East.
Our Customer Service is second to none and we are proud to have a Five Star rating on Google, Facebook and Yell.com from our existing customers.
For Home Customers we offer a personal service, taking the stress and hassle out of your IT issues. We can help you with any and all of your IT issues including general support, hardware and software issues, virus removal, network, internet and email issues, printer problems and much more. We provide a free, no obligation, same day call out and operate a no fix no fee policy. If you are looking for a new computer or laptop we can supply and set up your new device. Please visit the Home Services section of our website for a complete list of services or give us a call, we would love to hear from you.
For Business Customers we can provide a complete range of IT Services, along with tailored IT Support packages to keep your business running efficiently and maximising your productivity. We are Network, Security and Server, Specialists. Our team are innovators and have experience in designing and implementing Business IT Solutions for Sole Traders through to Large Corporations. Further information can be found on the Business Services section of our site. We offer a free, no-obligation consultation so please give us a call and we can arrange a meeting.
WealthtreeSG Pte. Ltd.(TrustVerse) is a blockchain business solution and financial AI company. Headquartered in Singapore and R&D lab in Seoul. TrustVerse offers the world’s 1st digital asset management solutions. Smart contract design Dapp(Decentralized App) for digital asset inheritance and legacy planning, multi-purpose digital payment & storage wallet, and portfolio design for crypto and traditional asset class. TrustVerse focuses on digital wealth management for family office, insurance companies, and the financial sector.
Moneytree is a fintech company based in Japan. It was founded in 2012 when the founders identified a need for consumers and small businesses to have seamless access to their financial data. That vision was transformed into Moneytree, a personal finance management app (PFM) launched in 2013, that went on to win Apple’s app of the year two years in a row.
Hive Up is a platform created to empower each individual in achieving their own version of financial freedom in a fun and unintimidating approach. With the right knowledge and tools, we believe you can make better-informed decisions as you increase in confidence and gain more control of your financial journey.
Hive up was acquired by Prive on Jan 2019
Engee Advisors is a Singapore based boutique consultancy focusing on the Fintech, Wealth Management, Private Banking and Asset Management space.
Provide clients with solutions that are based on a Deep-Dive into the problem; Executable, and solve the core business problem.
Youtap is a financial services, merchant services aggregator, and mobile payment processing company based in Singapore. Youtap provides partners with secure, transparent peer-to-peer financial services utilizing traditional and distributed ledger processing to provide an interoperable layer between financial institutions, payment providers and other companies providing financial services to merchants and consumers.
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.
CO-CREATION
We partner with developers, enterprises, and investors to facilitate solutions and drive adoption.
CONSULTING
We provide personalized recommendations using sophisticated insights from our network of domain experts and deep research.
CORPORATE TRAINING
We enable capabilities in new economy skillsets to empowering you to win in the new competitive landscape.
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.
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.
Sandeep is CEO and Cofounder of Global ScaleUp, HQ in Singapore, a company helping scale and provide market access or startups. He is also Founder and CEO of Tivre, an enterprise mobility company. He is an angel investor / mentor / advisor to new age startups in AI, IOT, Blockchain, Healthtech etc and helps them in strategy and global market access through partnerships and industry ecosystems.
His personal investments include Chatur Ideas (India’s largest college network), Ethx (Blockchain exchange), Nex Force (US) and Hubilo (Event management platform).
Global ScaleUp portfolio companies across Singapore, India and US include Empower (patent led battery and battery management system), Scanbo (AI driven vital measurement and diagnostic), Wyzebot (AI driven origination and lending platform), Teleos (Worlds first Video Delivery network solution), SocioRac (Patent pending secured information exchange solution), InTech Harness (IOT based pump controller) etc.
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.