Consulting Services

Portfolio Management

Expert guidance to grow your wealth & secure your future.

how we can help

SBH Customised Portfolio Building Plan For Your Financial Journey Ahead

End-to-end programs.

At SBH, we believe in starting with the end goal of your financial journey. Our aim is to help you customize and build a portfolio that aligns with your specific objectives. 

Future Planning For High-Value Purchases

Whether it's a luxury car, a dream vacation, or any significant expense, we analyze your financial situation, devise a savings strategy, and help you achieve your goals with a clear roadmap.

Enhance Banking Profile

Our team understands the importance of optimizing your banking relationships, and we work closely with you to recommend suitable banking products and services. This includes personalized guidance to access higher credit limits, premium account features, and other exclusive benefits that align with your financial objectives.

Smooth Portfolio Management For Successful Loan Applications

We carefully craft and oversee portfolios that are strategically designed to meet each client's unique financial goals. By doing so, we empower our clients with the financial strength and credibility needed to secure loans confidently. We ensure our clients can successfully and smoothly apply for loans, thus building a strong future banking profile.

Cater To Freelancers & Commission-Based Businesses

We step in to help individuals, especially freelancers working in gig economy jobs like Grab or those involved in commission-based businesses that often lack traditional salary slips, formal documents, or EPF contributions to build a robust portfolio. We cater to these unique financial situations, ensuring that even those with unconventional income sources can access the financial support they need with confidence.

Numbers

Client results

Portfolio Managed
0 +
Smoothen Process Up To
0 %

How it works?

1 - Free Consultation

Meet a consultant and brief them on your situation

2 - Strategy Formulation

Our consultant will analyze your situation and formulate a resolution.

3 - Strategy Presentation

The debt resolution plan will be presented to you personally.

4 - Your Feedback Matters

We'll work on amending the plan until you're satisfied.

5 - Achieve Freedom!

You provide approval for the resolution plan and start executing it to a brighter financial future.

Learn more

Frequently Asked Questions

  1. Commission-based salary.
  2. Planning to get bank loans in the future. 
  3. Planning to start a business.
  4. Want to improve current credit banking portfolio.
  5. Planning for taxation.

We first comprehensively understanding your needs, financial goals, and short-term (6 months) and long-term (1 year) plans. Our dedicated consultants then dive into these aspects to craft a tailored financial strategy that aligns with your objectives, ensuring a clear path towards financial success.

What can we help you?

SBH Financial Consultancy helps you stay ahead in a rapidly changing world.

Understand First, Decide Later
No Documents Required For Preliminary Contact, 100% Free Consultation, No Hidden Charges

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