At Ontrust Wealth, we follow a Process-oriented approach to Wealth Creation ensuring our customized solutions are best fit for each unique client.

1. We begin with gaining customer insight

Our wealth experts will sit with you to achieve a thorough understanding of your requirements and in turn undertake a comprehensive financial understanding to determine your needs, goals and preferences.

2. Risk tolerance is an important part of the exercise

Risk profiling is crucial to find your risk tolerance and to integrate the same with your financial goals and objectives to find ‘the perfectly tailored’ wealth services for you.

3. Financial product planning reports

A strategic planning session with our experts is followed by providing a full goal-planner report outlining you current financial position, your financial needs and thus offer solutions.

4. Connecting you to opportunities across different asset classes

We are backed with an experienced team which enables us to offer you opportunities in different asset classes including Currency, Commodities and Private Equity Investment. All of these enables us to offer products that seek to capitalize on opportunities beyond local equity markets.

5. Customized wealth solutions

Our experts – industry trained and accredited – shall guide you with your investment decisions. They will offer suitable solutions based on individual needs, risk appetites and investment objectives, namely: ‘Protection for you & your family’, ‘Education planning for your children’, ‘Retirement Planning’ and ‘Managing & Multiplying wealth’.