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About Us
Oscar Wealth Advisory Sdn Bhd (Oscar Wealth) is a Licensed Investment Adviser (Financial Planning) under Securities Industry Act 1983, Securities Commission of Malaysia. Oscar Wealth is a Premier Boutique Financial Planning & Advisory Group that providing personal, corporations and high net worth individuals with a diversified range of financial products and services.
The Group's activities are conducted through eight principal business divisions:
- Financial Planning Consultancy
- Investment & Wealth Management
- Risk Advisory & Insurance Planning
- Estate & Trust Management
- Tax & Principal Finance Services
- Private Client Services
- Corporate & Employees Benefits Scheme
- Professional Education & Research Services.
Our Mission
- To work together with our client and advisors to achieve their financial goals and dreams.
- To care, listen compassionately and with the best on the interest of our clients.
- To be honor in our relationships with clients, employees, partners, vendors and stakeholders.
Our Core Value---OSCAR
- Observe and Listening
- Serve and share the best
- Commitment
- Accomplish Execution
- Right Professional Attitude
Our Motto
- The Financial Planning Specialist.
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