Personal Financial Advisory Services

ไทย

personalize your financial plan

We have no outside incentives other than to put your interests first. We will work closely with you to help you create a plan personalized to your needs and help you stick with your plan over the long term. Whether in times of market volatility, life changes, or other questions on your mind, our goal is to provide you with peace of mind by knowing that we are here for you. We will help you through any storms, and we will answer all your questions.

Choose your investment plan that fits you

Cool plan

Minimum of 1,000 THB per month, with several models for you to choose from according to your risk profile. The objective of this plan is for long-term savings.

Intensive plan

Minimum of 500,000 THB to enroll, with several models for you to choose from according to your risk profile and your investment objectives, whether it is for retirement savings, buying a car in the next 5 years, your children’s education, etc.

High net worth plan

We require a minimum of 10 million THB to enroll. We offer several models for you to choose from according to your risk profile and your investment objectives, whether it is for retirement savings, buying a car in the next 5 years, your children’s education, etc. Additionally, we provide a private consultant to create a portfolio tailor-made for you from our portfolio specialist. In case you already have assets in your portfolio, we provide consultations on the current portfolio to either fix your port or help maximize the return while controlling the risk. For investors who are keen on investments, we provide investment updates every 2 weeks, with the current global situation daily. Occasionally, you will also be invited to special events with the global fund manager(s) to learn from their investment views.

Personal Financial Advisory Service

  1. The first step is we will get to know you and your financial goal(s), which could be for retirement, or short-term goals such as buying a car or a house. Please click here to start the process once you are ready.
  2. We will then create a personalized financial plan that will suit your unique circumstances, consider your risk tolerance, your investing timeline, and other constraints that you may have. We focus on the combinations of fundamentals, technical, and quantitative analysis to create your strategic portfolio according to your personalized plan.
  3. Once you review and approve your plan, we then implement and manage it, by reviewing your portfolio every three months and we will rebalance it as needed to help maximize your portfolio performance.
  4. When circumstances to your savings or expenses change, or anytime you need to revise your personalized plan, you will be free to contact us. We will let you know how it may affect your short- and long-term goals.

Frequently asked questions about personal financial advisory service

  • What are the fees for personal financial advisory service?
    • There are no additional or hidden fees. All you need is to open an investment account with our licensed partner and choose Kanix Bukkavesa as your financial advisor. Click here to start the process.
  • What is the minimum amount I need to invest?
    • The minimum for the Cool plan is 1,000 THB per month. As for the intensive plan, we require 500,000 THB to enroll, and 10 million THB to enroll in the high net worth plan.
  • Why should I use any personal financial advisory service?
    • We recommend that you acquire any financial knowledge for your secured personal financial future either through education or through the use of educated and licensed financial advisors. In today’s world of inflation, high market volatility in both the capital market and real market, and uncertain changes in technology, secured personal financial investment is required to get you through these storms safely. Although it doesn’t have to be with us, we advise you to prepare for your financial future wisely.

How do I get started?

Please provide your information here. Then, contact us through this Line, mentioning that you are “interested in personal financial advisory service”.