How to be an investor?

Be An Investor

Individuals and Corporate Investors can save and place theirs monies in unit trust savings and investments. Many individuals make financial plans and find unit trust as a convenient and suitable wealth accumulation instrument.

Unit Trust are very affordable (minimum initial investment RM1,000 with minimum additional investment RM100) and provides guaranteed buy back by unit trust company without any fixed maturity.
 
Unit Trust funds are managed by professional fund managers and qualified consultants. Thus, many corporate investors, co-operation, societies and the likes have Unit Trust as part of their placement and investment portfolio.

In addition, the array of funds, typically equity, bonds, money market, mixed funds and Syariah funds provide choices to match preference of investors.

How to invest ?
1. Individual investor can invest in Unit Trust via the following method :

1. Cash
2. EPF

Documents required :

1. Photocopy of IC
2. New Investor Form
3. Investment Application Form
4. KWSP 9N Form (for EPF mode of investment)
5. EPF Statement (for EPF mode of investment)

Contact me for the Forms and to complete the transaction and conclude the transaction.

2. Corporate investors can invest in Unit Trust by providing the following documents :

1. Form 9 – Certificate of Incorporation
2. Form 49 – Statement of Particulars (directors,
   managers, company secretary)
3. Board Resolution – who authorized to transact on
   behalf of corporate
4. Payment – cheque, bank draft or Telegraphic
   Transfer
5. IC Photocopies of persons authorized to transact
   on behalf corporate
6. New Investor Form
7. Investment Application Form

 Contact me for the Forms, to complete the transaction and conclude the transaction.



call me / whatsapp 0196739261 Tasha.unittrust@gmail.com / natashabaharom@gmail.com

1 Trust Fund for 1 Child

Personally.. for me, if you want to invest or an investor, you not only invest in Unit Trust. When you have a lot of money.. don't put it in the bank. Bank is like where to park your monies. Then you can diversify into Investment Instruments.. one of it is Invest in Unit Trust. Others.. such as buy gold on monthly basis, buy a property, pun into FD or anywhere you want..

Depending on your risk appetite and objective, you can choose whatever you want to do with your money. What important is stick with the plan... I am now encourage my contacts to Invest or open a Trust Fund account for each child. With a minimum investment of RM1000 and monthly contribution as low as RM100, you can enjoy the return by the time your kids is reaching 20 years old. That money will be used for maybe their education, opening a new business, etc, etc.

However, I believe along the way the parents will top up some more - for the kids' future.

So, don't wait to invest. When you get your bonuses, put 10% aside and call me to invest :).

 

How can you diversify your unconditional love to your child? Get a trust fund for them secretly.... shhhhhhhhhhhhhh

 

call me

Whatsapp me/ email me to find out more.
0196739261
Tasha.unittrust@gmail.com

I've synced my email to my mobile and I hope that I can attend to your inquiries as soon as I can.

Unit Trust for Retirement Planning - Invest Today to Secure your Golden Years

A small proportion of people seem to dread the thought of retirement. Enough stories are told of individuals --usually male --, who, having spent their whole live toiling and finding significance solely in their careers, then inexplicably keel over and die within a year of retirement.

But for most of us the thought of a happy, well-funded retirement is an attractive one. Such thinking is certainly justified in this day and age. After all, prior to the Industrial Revolution the very concept of retirement was essentially unheard of.

But the exponential growth in human wealth this century and the accompanying increase in expectations and lengthening lifespan have all worked together to stamp what we may well call the 'Right of Retirement' into our very souls.

That is a good thing. Yet to be able to truly enjoy retirement we must be wise in converting a portion of our active income into swelling streams of passive income. For only when our retirement is free of the worries common to all who lack sufficient money, can we truly say that our latter years will be a period of reaping the just rewards of a lifetime of industry.

The road to this happy destination may be a trifle narrow, but it is not difficult to embark upon.

Unit Trust cash investment - client from Middle East

Hi all readers, first of all Selamat Hari Raya n Eid Mubarak for those who are celebrating.

Im sorry that my blog is lack of updates. We had a very challenging Ramadhan. First my daughter was down with gingivitis and had to admit to hospital for treatment (2 days only). The next week - I was down with throat virus infection and on the last week of Ramadhan, my husband was infected with gingivitis.. looking at those... we all had kinda the same area of infection. Mouth n throat. :(

But thank God.. Alhamdulillah so much - because of that my husband has quitted smoking :).

By the waaay.. let me tell you something. I just got my agent code and my FIMM card and very excited about it. Have I told you that my ex colleague who are now working at Petronas already invested for Unit Trust for EPF Scheme? He's my client now and invested about 34K.

Another client to be is a friend of mine who worked together in 2 same organization in KL... He left KL for a better career (and income of course) to Qatar. He is now in KL for Eid holiday. We sometimes chat through facebook and at time goes by, I introduced him about Unit Trust investment.

So he decided to invest some amount of his cash for his retirement plan. Since he doesn't have monthly EPF contribution there, so I suggested him to invest and save 10% of his monthly income to Unit Trust Investment. So Insha Allah.. in 2 weeks time the bank draft of RM50K in favour of the UT Fund Manager is in my hand. In addition, he also will invest his hard earned money while he worked in Malaysia. so.. 2 Unit Trust accounts for him is on the way.

He was first quite hesitate to invest his hard earned money. I gave him 2 options. to invest or not. If he invest, he gains his investment profit as the money stays there for maybe for 10 years. And if he invests, he might enjoy his return benefit about 10% per year. And by the time he reaches 55 yrs old and can draw his hard earned money............ im sure he will be smiling and not regret for his yearly trip to Malaysia on year 2013 - and sign the Unit Trust Investment form. :D

So, if you want to find out more on how you can maximise your hard earned money, please do not hesitate to email your inquiry to tasha.unittrust@gmail.com. I am available to reply to your email because I've synced it to my mobile. :)

Regards
Tasha

Why invest via EPF Members Investment Scheme?

Salam Ramadhan everybody. Im sorry Im quite busy with tender commitments for these past few weeks, but don’t worry, I still have passion in dealing in Unit Trust business. In this holy month of Ramadhan, I always pray that one day I have the will to commit in Unit Trust business on full time basis.

So.. back to the topic - Why invest via EPF Members Investment Scheme?

•No cash investment required - Investment is transacted directly from your EPF Account 1.

•Diversification - Opportunity to diversify your retirement funds with EPF approved funds.

•Capital appreciation - Opportunity to reap capital growth as part of the return on your investment to boost the total lump sum of your EPF savings.

Simple right? So, if you want to find out more on how you can achieve your goal - maximizing your EPF Contribution by investing in Unit Trust, please dont hesitate to email me at smartsflow@gmail.com.

my first client

My very first client who has signed up the unit trust investment through epf scheme is my sweet 29yr old sister.

So funny... i havent had my shower yet that time when she signed all the paperwork.

Those who are interested to find out more on how you can enhancing your epf contribution through unit trust investment, feel free to drop an email to smartsflow@gmail.com

I will make myself available to attend to your queries. ;)

Sent from surau while waiting for.Asar.. o_O

Enhancing your EPF contribution by investing in Unit Trust

to find out more... please drop an enquiry to my email smartsflow@gmail.com

cheers