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About Us
Experience
Responsible Investment
Your Goal. Our Works.
Combined team experience with +20 years experience in trading online, and high exposure on different assets. Beyond team experience, we highly interact with subject expertises globally to build better portfolios on global scale to our clients.
Your Goal. Our Works.
Responsible Investment
Your Goal. Our Works.
We rely on facts to build our estimations and forecasts. Backed by scientific methodologies, we provide high confidence in making solid investment decisions and plans to our clients.
Responsible Investment
Responsible Investment
Responsible Investment
Environmental, social, and governance (ESG) considerations are also applied, resulting in a lower-risk investment portfolio without losing performance. We are signatories to UN PRI (Principles of Responsible Investment)*.
Key Statistics
+$11,300,000
+$11,300,000
+$11,300,000
Trade Volume
+$1,100,000
+$11,300,000
+$11,300,000
Value of Cash Managed
~25.7%
+$11,300,000
~25.7%
Average Client's Wealth Growth per year
+11
+100
~25.7%
Countries Served
+50
+100
+100
Clients Served
+100
+100
+100
Instruments Traded
Our Portfolio Philosophy
Additional Information
- Identifying genuinely valuable assets. Before investing, we try to comprehend the true "sum of the parts" to prevent emotionally driven herd behavior.
- Be ready to go against the grain. Going against the grain isn't always the best option, but there are instances when it's important to do so.
- Liquidity and efficiency are preferred. An appealing investment may be provided only in a manner that undermines the investment premise.
- Investment with caution. A long-term investment strategy that considers environmental, social, and governance considerations will result in a green, ethical, and low-risk portfolio without losing performance.
- Diversify globally and investigate all asset classes. This is necessary in order to maximize profit while reducing risk.
- Excessive diversification, on the other hand, should be avoided. Diversification should not take precedence over choosing good long-term investments over poor or inefficient investments.
- Avoid focusing solely on benchmarks. There will always be some sub-optimal investments in an index benchmark.
- Reduce the amount of paperwork. The investment procedure should be given enough leeway without being overly restricted.
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Get details from our portfolio
Wealth Management Portfolio (pdf)
DownloadFrequently Asked Questions
Please reach us at info@almaimoonwms.com if you cannot find an answer to your question.
Wealth management is an investment advisory practice that incorporates financial planning, portfolio management, and other aggregated financial services for individuals, as opposed to corporations, trusts, funds, or other institutional investors.
- Fill in the customer information form
- We conduct KYC process, generally takes 5-10 calendar days
- Sign the investment agreement
- Open investor digital account (we open it for you under our secured domain)
- Payment of capital as per desired scheme
- Schedule monthly meetings for discussing the portfolio of investment and management scheme
- Sign on portfolio investment schemes, and third-party agreements as Annex to investment agreement
- Receive the profits on agreed cycles (Monthly, Quarterly, etc.)
We ensure to all clients that we work with only regulated and legal entities, and in legal products & investment schemes only. We strictly adhere to the 10 principles of UNGC that are: the Universal Declaration of Human Rights, the International Labour Organization’s Declaration on Fundamental Principles and Rights at Work, the Rio Declaration on Environment and Development, and the United Nations Convention Against Corruption.
Additionally, environmental, social, and governance (ESG) considerations are also applied, resulting in a lower-risk investment portfolio without losing performance. We are signatories to UN PRI (Principles of Responsible Investment)*.
We follow the regulations of the United Kingdom, Lithuania, Russia, Hungary, Switzerland, and Oman. Our main legal partner is located in Hungary that is specialised operates in the European markets, and including Russia.
Our clients can benefit from our Scam Protect partners in case they were scammed by other investment firms for markets of including but not limited to US, UK, Europe, and Australia.
In principle, we advice individuals to state their financial goals prior to set their investment principal value. However, we recommend a minimum of $10,000 but there are very various setup options for such investment value. Read more in FAQ section.
- Financial Status Study
- Financial Planning
- Financial Management
- Managed Services
- Portfolio Advisory
- Portfolio Development
- Financial Goal Optimisation
- Access to Our Partners Financial Tools
Some of the clients may choose to opt-in for private name investment scheme, in which we do the investments on our name on behalf of the clients for easier management of investment, or any valid reason provided by the client.Another method is to form a new incorporation that represents the client for all matters, and this incorporation will be legally liable for all investments.This scheme is restricted of use, and clients who choose to opt-in for private name investment scheme will undergo a deeper KYC process than the normal clients. The deep KYC process can take upto 21 days.
Clients can choose from three payments schemes as follows:
- Full capital payment
- Installment capital payment
- Incremental capital payment
Based on the capital payment schemes, the profits distributions can be adjusted to fit in the period of portfolio building, and further profits distribution as of monthly, quarterly, bi-annually, and annually. However, clients can opt-in for profits re-investment scheme that will maximise their returns in the longer run.
- If the profits payouts from the investment is within or less than a year, we charge 10% of taxed profits. For period more than 1 year, scheme 2 will apply.
- Fixed rates depend on capital managed, and rate apply as following:
- Fees: $200 / mo. for capital up to $20,000 + 5% (profits share)
- Fees: $300 / mo. for capital up to $50,000 + 5% (profits share)
- Fees: $600 / mo. for capital up to $250,000 + 3% (profits share)
- Fees: $2,500 / mo. for capital up to $1,000,000 + 1.5% (profits share)
Net profit: is the profit after taxation.
Contact Us
We have your best interest in mind!
Send us a message to find out more about how we can meet your investment needs. Tell us a little bit about your situation, and we will get back to you as soon as we can.
Al Maimoon Wealth Management
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