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OPENING HOURS: MON-SAT 8AM-6PM
Hypen Credit Services
10/F Tern Centre, Tower I,
237 Queen’s Road, Central, Hong Kong
With a low salary tax and attractive expat packages, Hong Kong represents a great opportunity to build personal wealth. Many expats in Hong Kong are thus faced with the question of how to manage their savings.
Managing your money
Whichever type of saving plans you’re looking for, Hong Kong can provide a wealth of financial planners and advisors to assist you. Be aware, however, that Hong Kong is not as well regulated as other places, so you should proceed warily on your investments.There is a wide and ever-changing assortment of investment options. We can help cut through the confusion to build an investment plan that is right for you - one that not only produces desired returns, but also minimizes taxes and investment risk. Once we have a comprehensive picture of your circumstances and concerns, we will design a plan to meet your unique needs.
Through personal consultations, your Henypen Credit Services Limited advisor identifies your Investor Profile based on six key factors: time horizon, net worth, savings rate, risk attitude, investment knowledge and money values.
Henypen Credit Services Limited then generates an Investment Policy Statement (IPS) based on your Investor Profile. e IPS is designed to maximize returns relative to your risk tolerance.
Henypen Credit Services Limited invests the assets in strict accordance to the IPS in a portfolio of institutional-grade asset class funds.
Henypen Credit Services Limited provides you with a comprehensive reporting package that includes portfolio performance and all transactions made for the quarter.
Continuous monitoring ensures that your portfolio remains in compliance with your IPS. Henypen Credit Services Limited periodically rebalances the portfolio back to the original guidelines.
Your circumstances may change over time, bringing new opportunities and challenges. Your Henypen Credit Services Limited advisor will communicate with you regularly to provide ongoing financial advice.
INFO@HYCSERVICES.COM | ENQUIRIES: +852 8175 8940 M/F FAX: +852 3010 3793