Building Legacy,Continuing Excellence

Architecting a holistic wealth overview with distinct financial components and actionable roadmaps.

• Wealth Planning:

  Setting personalized goals and investment strategies grounded in a bespoke understanding of each client.

• Wealth Structuring:

  Optimizing asset allocation aligned with risk appetites and investment goals, backed by our professional, reputable, and seasoned Wealth Advisors.

• Wealth Execution:

  Delivering high-yield, diversified investment solutions designed to meet targets while strictly adhering to predetermined strategies and flexibly capitalizing on market opportunities.

• Wealth Monitoring:

  Providing continuous market insights, expert viewpoints, and timely recommendations from our Wealth Advisors and Chief Investment Officer via advanced digital analytics platforms.

A diversified suite of investment solutions designed for optimal returns, calibrated to risk profiles, personal financial plans, and dynamic market conditions.

• Bonds:

  Priority access to a prestigious bond portfolio, rigorously appraised and managed by Techcom Securities (TCBS).

• Equities:

  Proactively capture market opportunities with real-time updates and strategic recommendations from our Wealth Advisors and Chief Investment Officer.

• Fund certificates:

  A comprehensive fund portfolio managed by leading investment specialists, aligned with your risk appetite and long-term investment horizon.

• Private equity:

  Exclusive access to private market opportunities offering superior yield potential across diverse strategic themes.

• Discretionary portfolio management (DPM):

  A benchmark institutional solution allowing you to entrust your wealth to top-tier professionals. Portfolios are meticulously managed according to predetermined risk-return profiles, maximizing returns without requiring your day-to-day market oversight.

• Mortgage lending:

  Unlocking flexible liquidity to empower new business and investment opportunities without divesting or interrupting the growth of existing portfolios.

Distinguished, personalized banking products and services that deliver simple, seamless, and superior experiences.

• Current account:

  Multi-utility current account on a state-of-the-art digital banking platform, offering uncompromising security and privacy.

• Techcom Wealth Visa Infinite Private Credit Card:

  An ultra-exclusive credit card tailored for elite clients with an AUM of VND 100 billion and above, unlocking a world of refined privileges in golf, fine dining, luxury travel, and premier entertainment (including VIP access to blockbuster music events).

• Credit solutions:

  High-limit lending solutions with preferential interest rates, providing robust and flexible financial agility.

• Life insurance:

  Comprehensive insurance integrated with wealth accumulation and investment features, safeguarding against uncertainties while sustaining long-term wealth growth.

Connected financial solutions dedicated to preserving existing wealth, succession planning, and catering to family-specific needs to sustain and transition legacies across generations.

• Family structuring:

  Advisory on asset ownership structures and family asset governance to preserve value, optimize allocation, and establish a solid foundation for multi-generational legacy transfer.

• Family governance:

  Advisory on establishing governance frameworks and operating mechanisms to protect and grow family wealth sustainably through generations.