Unit Trust Proposal

About Us
CWA was incorporated in 1990. Since then, we have become among the top ranking in the wealth management and financial services industry. We are proud to have developed a multi-product platform: 'Create, Protect, Preserve' synergising and integrating our unit trust funds and other asset accumulation instruments, protection plans, trust nomination and estate planning, including a host of shariah-compliant products. It provides a complete financial system with comprehensive solutions for wealth management

Overview
Wealth creation and investment management Think of Wealth Creation as a journey with a rewarding destination. Think of us as your experienced guide who will help map out where you wish to go, when you can reach your goal, how you can get there and what are the obstacles along the way. At CWA, we categorise investors based on four risk-profiles: - Aggressive Investors who are willing to take higher risk to achieve higher return. -Moderately Aggressive Investors who desire higher return, but are cautious on the risk taken. -Moderate Investors who want stable return with lower risks. - Conservative Investors who see capital preservation as the main priority and only willing to take minimal risks. For each type of investors we have a list of funds that they can choose from. Risk profiling is a continuous process. As a persons priorities change due to different life-stages, we see a need to review his/ her risk profile from time-to-time to ensure its relevance. At CWA, we are committed to continuously help you ascertain your risk profile that is compatible to your investment portfolio

Wealth Protection
Insurance To help you better understand your current position, consider these questions: 1) Would your surviving partner have sufficient assets on which to draw? 2) Can your dependants continue to have their current lifestyle? 3) Will they lose their family home? 4) Would they have to sacrifice their tertiary education? 5) Would essential medical treatment eat into your savings? 6) Can you enjoy financial security upon retirement? 7) Can your business continue? If you have built your own business, it is vital for you to ensure that everything you have earned and worked for is well protected through proper planning. Everyone is different and so deserves an individually crafted protection plan. Talk to us and well work out what suits you best

 Takaful Have you fulfilled your responsibility as a Muslim in providing for your family and community? Did you know how you can support your community through Takaful products that embodied Syariah principles? We understand that as a good Muslim, you are expected to provide for the wellbeing of your family by contributing to the Tabarru fund. As we provide you with a line-up of interest-free Shariah compliant Takaful products, we are also ensuring that you will be able to fulfill your Muslim responsibilities

Preserve
Benefits of our wealth preservation solutions We know how harrowing and tedious processes can be especially when it comes to asset reclamations. That is why weve thought ahead and included a wealth of benefits for you. Wealth of conveniences: Your unit trust investment goes directly to your designated nominees (up to 4). No hassle, no fuss, no unnecessary run-around. No prolonged procedures. No falling into the wrong hands. No undue publicity of a probate court. Safeguarding your assets. Just peace of mind, the way you want it

Wealth of services: Making a Will Trust Assignment of Power of Attorney Living Will or Medical Power of Attorney

Propose :

Saving Investment : Fund : CIMB Islamic Dali Equity Growth Fund Investment : RM1,000,000 Dividend : min 12 % per annum Return : RM100,000.00 x 12% = RM120,000 / 12 month = RM10,000 / month. Enjoy and earning 3 ways of income :

RM120,000 /annum

1) Dividend 2) Bonus 3) Capital gain.

Contact Person Name : Mohd Safwan Bin Ezahar Mobile : 012 3123476 Whatsapp : 012- 3123476 BBM : 28A264E4 Email : safwan.ezahar@ymail.com

Blog : safwanezahar.blogspot.com