Portfolio Management

What is Portfolio Management?

Give education to clients on the management skills needed for their own financial portfolio.

Educating clients on proper financial planning, analyzing and executing the strategies to strengten the presentation of their financial portfolio.

Why client needs Portfolio Management?

It is simple, client needs this because nowadays, “Bank Only Lends to Those People Who Doesn’t Needs Money”. In short, banks/financial institute are generally very caution in choosing who they want to finance.

Therefore, if client wants to get good financing packages from the bank, he/she must portraits a GOOD customer image at all times to the bank. And Finhub is the expert because we understand all banks’ financing criteria, based on that, we prepared our client to be a good potential client for the banks.

Do contact us to understand more.

Bank Only Lends to Those People Who Doesn’t Needs Money

Our experts

Our team of professionals includes Mortgage Consultancy, Portfolio Management & Estate Planning.

Steven Lim

Chief Executive Officer

Steven Lim has 10 years of experience in banking & finance industry.
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Jacky Chin

Managing Director

Jacky Chin was a mortgage banker from public bank back in 2010. After that, he has further pursued...
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Issac Wong

Associate Director

As an associate director, my responsible is to assist mortgage clients to get the best approval...
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Hendrix Yap

Certified Mortgage Advisor (MFPA)
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Trevor Tan

Certified Mortgage Advisor (MFPA)

As a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Max Khor

Certified Mortgage Advisor (MFPA)

As a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Isaac Lim

Certified Mortgage Advisor (MFPA)

As a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Eugene Liew

Certified Mortgage Advisor (MFPA)

As a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Easton Low

Group Manager

As a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Jaydee Tan

SME Relationship Manager
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Elise Ooi

Relationship Manager

As a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Kenzmen Chan

Relationship Manager

As a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Edwin Yap

Relationship Manager

As a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Low Chun Shen

Relationship Manager

As a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Wong Sook Ting

Relationship Manager

As a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Marcus Wong

Relationship Manager

As a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Erick Phua

Relationship Manager

As a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Tee Yee Shian

Relationship Manager

As a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Eve Loo

Relationship Manager
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Tracy Ling

Relationship Manager

As a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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