At ELD Asset Management Pte. Ltd., we understand that managing wealth requires a strategic and personalised approach. Our Wealth Management Services are designed to help you achieve your financial goals, preserve your assets, and build a secure future. With our expert guidance and comprehensive solutions, you can confidently navigate the complexities of wealth management.

Financial planning

Our wealth management process begins with a thorough financial assessment. We work closely with you to understand your financial situation, goals, and risk tolerance. Based on this information, we develop a customised financial plan that aligns with your objectives and provides a roadmap for achieving them.

Investment management

Our team of experienced financial advisors creates and manages a diversified investment portfolio tailored to your unique needs. We employ a disciplined investment approach, focusing on asset allocation, risk management, and long-term growth. Our goal is to maximise returns while minimising risk.

Retirement planning

We help you plan for a comfortable and financially secure retirement. Our retirement planning services include estimating future expenses, determining retirement income needs, and selecting appropriate retirement accounts and investment options. We ensure that you are well-prepared for your golden years.

Tax planning

Effective tax planning is essential for preserving wealth. Our tax experts work to minimise your tax liabilities through strategic planning and ensure compliance with all tax regulations. We explore tax-efficient investment options and deductions to maximise your after-tax income.

Estate planning

Protecting your legacy is a crucial aspect of wealth management. Our estate planning services include creating wills, trusts, and other legal documents to ensure your assets are distributed according to your wishes. We also help you minimise estate taxes and avoid probate.

Risk management

We assess potential risks to your financial well-being and recommend appropriate insurance solutions to protect your assets. Our risk management services include life insurance, disability insurance, long-term care insurance, and more.

Education planning

We assist you in planning for your children’s education expenses by exploring various savings options, such as 529 plans and education savings accounts. Our goal is to help you provide the best possible education for your children without compromising your financial stability.