Seminars & Events

DuitDiva Series: Ladies’ Pickle Night

More than just a game, it’s the Duit Diva vibe! Ladies’ Pickle Night was filled with energy, laughter, and some seriously impressive shots. This friendly event was a great opportunity for our advisers to connect with potential clients in a relaxed and enjoyable setting. It wasn’t about winning—it was about building relationships, having fun, and […]

Seminars & Events

Inspiring the Next Generation: Financial Roadmap Talk at MSU

Our co-founder, Yuva, had the honour of speaking to the bright minds of the Faculty of Business Management and Professional Studies (FBMP) at Management & Science University (MSU)., where he delivered a powerful and practical session on “Building a Solid Financial Roadmap.” In conjunction for #GlobalMoneyWeek we dove into building a solid Financial Roadmap, emphasizing […]

Seminars & Events

FPAM Digest December 2024 (Vol. 6) Feature: Financial Planning for a Healthier Life

Ian, Kimberly & Yuvarajan were featured in FPAM Digest Dec 2024

Seminars & Events

Empowering Financial Wellness at Givaudan

We were honoured to be invited by the wonderful team at Givaudan, in collaboration with the Financial Planning Association of Malaysia (FPAM), to host a special session on personal financial planning for their staff. Our co-founder Yuva, conducted the talk, which was followed by personalised 1-to-1 consultation sessions for the staff. Our other two founders […]

Seminars & Events

Client Appreciation Lunch with Market Update

2024 Wrap-up and What to Expect in 2025

Media Contributions

Astro Radio’s RAAGA – Kalakkal Kaalai: EPF Account 3 and its Pros and Cons

Our co-founder Yuvarajan highlighted the importance of knowing how EPF Account 3 works and how it can benefit you

Media Contributions

Interview with Astro Vinmeen’s Saravedi Live: Shopping Addiction Among Youths

Yuvarajan shared his insights on a very relevant topic affecting Malaysian youths

Seminars & Events

Market Outlook: Wrap Up 2023, Welcome 2024

Here’s to a prosperous and collaborative 2024!

Seminars & Events

Seminar for INTI: Why it is Never Too Early to Start Planning for Retirement

Yuvarajan was invited to share at INTI International University, Nilai …

Media Contributions

World Financial Planning Day – Panel Discussion on the CFP Branding Engagement

Yuvarajan was part of a panel discussion for World Financial …

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