About Us

Wealth Creation & Accumulation

To help clients achieve their financial goals, we offer:

• Comprehensive or Modular Financial Planning Services – depending on the client’s requirement, our Wealth Planners provide consultation and advisory services in assisting the client to create, implement and monitor their own personal financial plans.
• Investment Advisory Services – we offer advice on professional money management and unit trust funds in collaboration with Fund Managers in our sister companies Phillip Capital Management (PCM) and Phillip Mutual Berhad (PMB) respectively.
• Access to a Wide Range of Investment Products – through PCM and PMB, clients enjoy access to a wide range of money management instruments and investment products/funds both locally and abroad.

Investment Products offered by us:

• Private Managed Account (PMA)
  In a financial environment that is both dynamic and ever-changing, you need an account that better manages your finances. That is why we have created the PMA. PMA’s are discretionary managed investment accounts offered to retail investors, high-net-worth individuals, corporations and institutions. With our varied suite of PMA services, you will be able to select one that best meets your risk profile and needs. For high-net-worth individuals, corporations or institutions with special needs, we are also able to offer customized investment solutions, covering key asset classes in equity, bond and alternative investments.
• Phillip Managed Account for Retirement (PMART)
  Stands for Phillip Managed Account for Retirement which is open to all EPF members who have adequate savings in their EPF Account I. Is an investment portfolio of shares, ETFs or unit trusts managed by Phillip Capital Management Sdn Bhd, an EPF approved Fund Management Institution. Offers EPF contributors an alternative for their EPF Savings to be managed by a fund management institution of their choice.
• Phillip Global Wrap Account (PGWA)
  With the Phillip Global WRAP Account, you gain access to international stocks and over 400 funds from all over the world. Our professional qualified advisors will help you navigate through the confusing array of investment instruments on the market and select the ones best suited for you and your investment needs. With this account, you achieve multiple asset class diversifications, simply and efficiently.
• Unit Trust Wrap
  Our Unit Trust Wrap account is an investment account that lets you access a large pool of Funds, ‘wrapped’, giving you the flexibility to manage your investment transaction at an affordable cost. With our Phillip Unit Trust Wrap account, you can easily invest in unit trust funds and get access to more than 200 funds in a single consolidated account.
• Money Market Fund
  Phillip Master Money Market Fund (“PMMMF”) is a short-term money market fund which aims to provide investors with returns higher than Ringgit Malaysia savings deposits while maintaining the principal value and a high degree of liquidity. The fund invests primarily in short-term instruments with a high degree of liquidity such as fixed income securities, certificates of deposits, promissory notes, short-term money market instruments and other approved money market investment.

For more product information please visit https://www.phillipcapital.com.my/