A LEADER Manual
Application Manual
A Proposal
How Far Can it Go,
Just Sales or Pure Advise !
Decision ! not yours but
THE CLIENTS
We Need to Improve NOT
the other way round
A Value Proposition to OUR VALUE CLIENTS
A Statement
A Vision
A Vision
A FREE service to our Non-Client
Would you like to know the TRUTH !
Would you like to know the TRUTH !
Would you like to know your investment position in term of risk profile, funds' selected, p/loss as at todate and many more !
Would you like to troubleshoot your investment account !
Would you like to troubleshoot your investment account !
Critical data needed for LACMS
The research !
Data capturing !
The research !
Data capturing !
Define assest classes !
...
...
The process flow for
OUR Existing Clients
NEW Clients
or
or
Non-Clients that need to re-evaluate their investment
Fund selection made easy with LEADER Investment Diagram
A Method / System introduced by LEADER to define assets classes and Risk Appetite Thermometer
The selection then will be monitored by LEADER Investment Accounting System
Monthly Advise
Monthly Investment Statement
will be sent to you via email
TOTAL Consolidation Statement + Share Market Movement
Clear & Easy to understand
Performance Graph for each fund under the portfolio
Each fund performance benchmark
Fund brief
Target !
Each fund come with analysis report
an IF scenario
an IF scenario
Dollar Cost Averaging Conceptual trading now in calculation mode and it is being translate back from your own investment account
IF you feel that you want to know your investment status at any time you can just ask for it
LACMS will generate as at latest
A Simple Profit/ Loss account will be sent to you
an easy to understand
Fund graph provide by us
KLCI / Share market graph will be supply by third party application
0 comments:
Post a Comment