AutoWealth Malaysia help clients achieve their financial goals in 3 simple steps:

1. Clients tell the AutoWealth Malaysia Platform information about themselves through a concise online questionnaire;

2. Clients receive and review the recommended risk profile and corresponding investment portfolio tailored according to their responses;

3. Clients decide and open an investment account with AutoWealth Malaysia at their convenience;

Thereafter, AutoWealth Malaysia manages clients’ investment portfolios, from portfolio construction to periodic rebalancing, while clients may access their investment accounts anywhere anytime 24/7 to see their investments grow over time.