Wealth Management Services
by IKI Capital
At IKI Capital,
we provide tailored wealth management services that are as unique as each client’s vision for the future. It's not just about the numbers, it's about understanding your financial goals and making them a reality.
ABOUT IKI CAPITAL
At IKI Capital, we are dedicated to understanding our clients' financial aspirations and tailoring personalized strategies to help achieve their long-term objectives.
Our team is committed to providing exceptional financial guidance and support, ensuring our clients' financial well-being.
Our Story
“Founded on the principles of ikigai, IKI Capital is dedicated to reshaping wealth advisory
by combining purpose, trust, and excellence.
We empower clients to cultivate a legacy that reflects their values and dreams.”
"IKIgai" Philosophy
“Inspired by the concept of ikigai, or ‘life’s purpose,’
we guide clients through financial decisions with a deep respect for legacy, ethics, and long-term resilience.
Our approach is as much about financial growth as it is about a meaningful journey.”
Each member brings unique strengths and perspectives that, when combined, drive greater innovation, collaboration, and results. Together, we achieve more than any one person ever could alone.
The Client's Journey
Our ASSET Approach
Alignment
We begin by aligning with each client’s unique aspirations, values, and concerns
Strategize
We then design strategies tailored to meet your today, tomorrow and forever needs.
Solutions
We identify and shortlist solutions that address every aspect of wealth management, from investment planning to legacy creation.
Execution
With dedication, we implement each solution, working closely with our clients to ensure seamless integration and continued growth.
Time
As time progresses, we remain a steadfast partner, adapting strategies to meet life’s changes and leveraging new opportunities to ensure sustainability over generations.
OUR SERVICES
WEALTH MANAGEMENT
Our wealth management services are designed to align with your financial objectives, providing comprehensive strategies to grow and protect your wealth for the future.
FINANCIAL PLANNING
We offer strategic financial planning services to help you outline your financial goals, understand your current financial situation, and develop a roadmap to achieve your objectives.
INVESTMENT ADVISORY
Our investment advisory services are tailored to your individual investment preferences and risk tolerance, ensuring a personalized approach to managing and growing your investment portfolio.
CLIENT TESTIMONIALS
“IKI Capital provided me with exceptional financial guidance. Their team's expertise and commitment to my financial well-being has been truly outstanding.”
Siling Tan, Entrepreneur
tailored their solutions to meet my needs and they were very personable. They took the time to understand my situation and even went beyond to help me attain my financial goals for myself and my family.
Our
Partners
