Wealth management is one of the services provided by Finansa Securities. We offer private investment advice to help clients manage their wealth to suit their individual life styles and achieve their investment goals. Our principal investment products are fixed income securities and mutual funds from 15 leading asset management companies, with a wide variety of funds, including equity funds, debt funds, funds that invest overseas, commodity funds and RMF/LTF.
We provide Consolidated Statement reporting to help you check the details of your investment transactions, your portfolio returns and asset allocation in one report.
Click on the link below to download the application forms
Click on the link below for details of the fund offered by each Asset Management Company
Note: Kasikorn Asset Management does not have any application forms. There are only registered documents available