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About Us

Our Roots Run Deep

Our name Avallis is inspired by a long-established Asian language reflective of our roots – the Sanskrit. The word signifies trust, confidence, protection and growth, all of which are core values that are embodied in our DNA. Having built our shared linage with Avallis Financial, Avallis Investments continues to evolve and nourish our presence in the high-net worth wealth management investment scene.

Right Decisions Come from the Right Knowledge

Having been advising clients since 1997, we have accumulated extensive experience in the areas of wealth management. Over time, Avallis Investments has evolved from response to demands, to a holistic and multi-platform solution for wealth management. We leverage our abundant experience and adeptness to help our clients preserve and grow their wealth.

Managing Your Wealth

It is as much finesse as it is science

Our Investment Philosophy

All our investment decisions are guided by a rational, disciplined and structured investment process which is underpinned by our long-term view. We will not focus on high-risk, short-term investments but will instead manage your risk exposure in relation to your investment goals, and achieve a consistency of returns rather than absolute one-off returns.

Investment Advisory Services

We provide non-discretionary asset management services for clients who prefer to enjoy a greater degree of participation in the management of their investments. Acting only in an advisory capacity, we offer nuanced guidance and support for your investment decisions. You are fully in control and no transactions can be carried out without your approval.

 

Discretionary Asset Management Services

When we have a discretionary mandate, we agree on an investment objective with the client and a benchmark before we begin to invest, drawing on a number of factors including income requirement and tolerance for risk. The kind of portfolio you want is established at the outset, and we, as your portfolio manager, make the day-to-day investment decisions to attain it.

 

Fund Management

Our investment decision process is enhanced with technological innovation, with a particular focus on artificial intelligence and machine learning technologies to improve the consistency of achieving a stable risk-adjusted return over periods of market volatility.

The bedrock of our portfolio design lies in our unique portfolio construction, selection of asset class mix and risk management overlays to ensure optimal upside return with predictable downside risks. We cater to various types of investors along the risk-return continuum, from the conservative investor with a positive inflation-adjusted return objective, to the risk tolerant investor who targets a higher level of portfolio returns.

Our portfolios are rebalanced regularly to reflect the dynamic nature of investment risks and to exploit new investment opportunities within the confines of the portfolio mandate.

Theme-based Funds
These funds are created thematically based on persistent major global trends and offered to clients with certain return objectives, risk tolerance and investment horizon.
Bespoke Funds
Highly customised funds are designed based on any individual client’s specific requirements, and can include various asset classes. We deliver a complete suite of services from fund setup, investment management and through to exit.
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Facebook / Whatsapp / Telegram / Instagram Scam Alert!

Dear Valued Clients,

We hope this message finds you well. We wanted to bring a concerning matter to your attention. It has come to our notice that an imposter has created a fake Facebook, Whatsapp, Telegram, Instagram and Website (avacllinv.com) with our corporate branding, attempting to impersonate our company Avallis Investments.

The fake Avallis Investments page claims to sell a get-rich-quick Avallis AI Automated Investing Scheme which is Syariah compliant. When you click on the links on their page, it takes you to a whatsapp page under the name “Ultimate Trading Advisery”.

Please note that our company Avallis Investments does not sell such products. We are in no way related to the company “Ultimate Trading Advisery”.

We want to ensure your financial well-being and protect you from such scams. Here are some important points to consider:

1) Verify the legitimacy: Always verify the authenticity of any investment opportunity before proceeding. Ensure the company is registered with the relevant regulatory authorities (i.e MAS or SGX) and has a solid reputation in the industry. Don’t hesitate to reach out to us directly to confirm any claims made on our behalf.

2) Be cautious of unsolicited offers: Be wary of unsolicited investment offers that promise guaranteed high returns or pressure you for immediate action. Legitimate investment opportunities require thorough research and careful consideration. Take your time and consult with trusted financial advisers.

3) Conduct due diligence: Before investing, conduct thorough research on the company, its management team, and its track record. Look for any red flags such as unverifiable claims, lack of transparency, or inconsistent information.

4) Protect your personal information: Never disclose sensitive personal or financial information to unknown individuals or companies. Legitimate investment firms will never ask for your I/C number, bank account details, or passwords via unsolicited calls, email or whatsapp.

5) Report suspicious activities: If you encounter any suspicious investment schemes or believe someone is impersonating Avallis Investments, please report it immediately to the appropriate authorities. By doing so, you can help protect others from falling victim to scams.

6) Do not click on any suspicious links: Refrain from clicking on any unfamiliar whatsapp links to prevent your identity from being stolen.

Remember, your financial security is our top priority. We are committed to providing you with reliable advice and protecting you from fraudulent activities. If you have any concerns or questions, please don’t hesitate to reach out to us directly at T: +65 6532 2202.

Stay vigilant, stay informed, and together, we can safeguard our community from investment scams.

Sincerely,
Best regards,
The Management
Avallis Investments Pte Ltd