追蹤我們       

關於我們

我們的根基追朔深遠

我們的名字 Avallis 源自於梵文,一個反映了亞裔血統根源的亞洲語言。它象徵信任、自信、保護,同時也意涵著成長與進化。這些品格是流淌在我們的 DNA 中的核心價值觀。隨同同品牌的 Avallis Financial 一同建立了共同的基石后,Avallis Investments 持續發展並鞏固我們在高淨值財富管理投資領域中的一席之地。

對的決定需要對的知識

自1997年起為客戶提供諮詢服務,至今累積了大量的財富管理經驗。隨著時間的推移,我們的團隊的職能已從單純響應客戶需求,演變至一個全方位的高淨值財富管理平臺和方案提供者。我們匯集各個成員的專業經驗和能力以保護並耕耘客戶的財富。

管理您的財富

就如同科學一般巧妙

投資中心理念

我們所有的投資決策都是以我們長遠的眼光作為基礎,並且依循合理、有條不紊且有結構的投資流程指南。 我們會管理與您的投資目標有關的風險暴露,讓您獲得穩定性報酬,而非專注於高風險的短期投資所帶來的一次性絕對報酬。

投資諮詢服務

當客戶希望能有在資產管理上有較高的參與度時,我們會提供非全權委託式的資產管理服務,我們僅扮演顧問的角色,提供詳細的指引並支持您的決定。所有的權力都會在您的手中。若無您的核准,我們將不會執行任何交易。

全權委託資產管理服務

當我們受全權委託時,我們會在開始投資之前會與客戶達成投資目標與基準值的協議,推斷出收入需求和風險承擔能力等多方要素。我們會於最一開始確定好您想要的投資組合類型,而我們作為您的投資組合經理,會為實現目標每天做出投資決策。

基金管理

我們的投資決策過程藉由通過科技的創新而得以更加地提升。我們尤其聚焦於人工智慧及機器學習科技,藉此加強持續在市場波動期間仍可獲得穩定風險調整後收益的能力。

我們的投資組合設計的基礎是由我們獨立的投資組合的建構、綜合資產類別組合的選擇、以及風險管理堆砌而成,以確保最佳的上方收益以及可預測的下方風險。

我們迎合追求各種風險承擔 – 持續性報酬的投資人:起自具有積極取得通膨調整後報酬目標的保守型投資人,到追求更高等級的投資組合報酬、具有風險承擔能力投資人。

為反映出投資風險及報酬的動態本質,並且為了在授權投資的範圍中開拓出新的投資機會,我們會定期重新衡量投資組合。

主題型基金
這些基金是依照以主要全球持續性趨勢分類而成,提供給具有一定的報酬目標、風險承擔能力以及投資前景的客戶。
客製化基金
高度客製化的基金是依照每一位客戶的特定需求所設計的,同時,可以包涵多種資產類別,例如:交易所交易證券、私募股權、房地產、以及結構型證券。我們提供從基金設立、投資管理、到退場的全套服務。
Previous slide
Next slide

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