真实的客户故事，见证我们如何帮助不同背景的投资者实现财务目标
Client Satisfaction
Avg. Annual Return
Client Retention
Success Cases
Mr. Tan, 58, a successful entrepreneur, wanted to maintain his lifestyle after retiring at 60 while leaving wealth for his children. Initial assets of approximately RM 8,000,000 were concentrated in a single property and his company shares.
We designed a comprehensive retirement plan for Mr. Tan: 1) Gradually divesting company shares and diversifying into blue-chip stocks and bonds; 2) Establishing a passive income stream of RM 30,000 monthly; 3) Setting up a family trust for tax optimization; 4) Purchasing medical insurance to fill coverage gaps.
After 3 years, Mr. Tan's portfolio achieved an annualized return of 8.2%, successfully establishing stable passive income. The family trust was established, ensuring smooth wealth transfer to the next generation.
Asset Growth
Annual Return
Passive Income
"The MLPMY team is very professional. They not only helped me achieve my financial goals but also gave me confidence in my retirement life."
Ms. Lim, 32, an IT executive with a monthly income of RM 15,000, had poor saving habits and wanted to accumulate RM 2,000,000 by age 45 for entrepreneurship and children's education.
We developed a systematic wealth accumulation plan for Ms. Lim: 1) Establishing a monthly RM 5,000 regular investment plan in growth funds; 2) Optimizing taxes through EPF; 3) Building an emergency fund; 4) Regular portfolio reviews and adjustments.
After 5 years, Ms. Lim's portfolio has grown to RM 450,000 with an annualized return of 12.5%. At the current growth rate, she is on track to reach her RM 2,000,000 goal before age 43.
Portfolio Value
Annual Return
Ahead of Schedule
"From knowing nothing about finance to having a clear financial plan, MLPMY has changed my life trajectory."
A mid-sized manufacturing company with annual revenue of approximately RM 50,000,000 maintained RM 10,000,000 in cash but had low capital efficiency, keeping funds only in current accounts.
We designed a tiered treasury management solution: 1) Retaining RM 3,000,000 as working capital; 2) Investing RM 4,000,000 in money market funds for liquidity; 3) Allocating RM 3,000,000 to short-term bonds for higher returns; 4) Building cash flow forecasting models to optimize fund allocation.
One year after implementation, the company's idle fund returns increased from 0.5% to 4.2% annually, adding approximately RM 370,000 in investment income per year while maintaining adequate liquidity.
Return Increase
Annual Gain
Liquidity
"MLPMY helped us turn idle funds into a new profit source. We are very satisfied with their professional service."
Mr. Ahmad, 45, wanted to invest according to Islamic law with initial capital of RM 1,500,000, aiming to achieve steady wealth growth while maintaining his faith principles.
We built a 100% Shariah-compliant portfolio for Mr. Ahmad: 1) 40% in Islamic blue-chip stocks; 2) 30% in Sukuk bonds; 3) 20% in Islamic REITs; 4) 10% in liquid assets. All investments were reviewed by the Shariah Advisory Committee.
After 4 years, Mr. Ahmad's portfolio grew to RM 2,100,000 with an annualized return of 8.8%, while remaining fully Shariah-compliant.
Asset Growth
Annual Return
Compliance
"Finally found an investment solution that respects my faith while achieving wealth growth. Thank you MLPMY for your professional service."