About
We are one of the biggest bumiputra unit trust agency in Malaysia led by Arif Ismail, Jaslinah Abd Rahman and Azizah Saad.
Blend of expertise in Marketing, Sales, Recruiting, Financial Knowledge, ICT and the Internet make the agency a perfect place for new consultants to learn and grow from a team of passionate professionals.
Contact us if you want to be one of the unit trust consultants.
my UnitTRUST Consultants
Tel: 013-3640043
Register FREE Seminar online at http://seminar.myunittrust.com
Web: www.myUnitTRUST.com
What Make Us Different
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No one knows TM like we do, InsyaAllah. Vice versa, no one knows Arif like TM does. Alhamdulillah.
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Our focus is only on TM’s management and employees needs as well as other limited corporate clients - unlike others, they serve to a broad range of people and have to move from-and-to scattered places. Very time consuming and high fuel consumption! Isn’t it?
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Efficient service - as our business is very focus to serve TM employees - we save on parking fee, time to commute between TM’s office and PM’s office (5 minutes drive)
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Free gift on festive season like Aidil Fitri and upon joining - savings on parking and fuel are translated into free gift to our clients. Of course some of it come from my pocket money. Not enough ma …
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Advise on funds that are most suitable to each client - we use the EGADIM concept. This EGADIM concept is an abbreviation to Financial Planning processes that was casually created during one of my CFP classes with my friend Rosli.
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Provide monthly unit trust tracking to each investor - this is not the performance of funds in general. It is the performance of your investment in detail that include your current RoI, date you invest, fund names etc. Unlike others, they provide the general info on fund’s performance.
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Assist clients to monitor their investment performance in all other unit trust companies in Malaysia - we have a specialised software that can monitor the prices of all unit trust funds in Malaysia. This is a value-added services to our busy clients who don’t have time to monitor and integrate their portfolios in unit trust.
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Update clients on hot issues arising in the market through email and the web - Hot issues like Thai baht control and China stricter control to foreign investor in Q1 2007 are analysed and emailed to clients so that they alert of what is happening and also what action to take; sell, hold, switch fund or to invest.
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Provide free education special to our clients only on wise investing in unit trust through the web, email as well as through our free educational seminar - look out our free seminar updates.
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Provide newsletter to our clients and agents regularly.
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Proud to work with TM’s community as they are the first and the most celik-IT community in Malaysia. I remember that we were the first organisation that has large ICT network infra that allows communication among the staff at a click of a button - this is an added advantage for us where info can be disseminated at a velocity (pinjam Bill Gates’ famous word) of light.
Click here for Cheras Office Map
Click here for Bangsar Office Map
Click here for Damansara Perdana Office Map
Can share wif me ker? emmm so efficient & technically good.
I presume you want the charts and summary data. FYI, charts that I developed is for each investor. It means each investor will have their unique charts and data. Thus it cannot be shared with other people unless permitted by them.
Salaam Ariff,
What’s your opinion on anuity scheme? (those in yr ‘00 & ‘01). Should surrender the scheme or just let it be? How does it works? Are they still progressing & making profit??
TQ
Yus, re Annuity, it’s a long story!
TO cut it short, if the person is below 45, redeemed! The money can grow bigger!
If he is above 45, better to continue!
They are progressing but as insurance product, their returns are lower than epf, but they provided coverage of 10 years income!
Salam,
I am a UTC myself since July. I am still doing this part time, thus my clients are limited to my collegues and family only. Most of them are pretty much interested with EPF and less cash investment. Appreciate if you can share some tips on how to get either corporate or “bigger fish” type of client..
rgds,
nora.
What a great website you have. If you’ve time please visit www.unittrustguide.com. The main purpose of this blog is to share information about unit trust. Hope this guide will help those who are finding and trying to understand unit trust investment.
Salam…
Increase in petrol price.. What impact on UT industry?