MYTHEO & VKA Wealth Planners Jointly Unveil First Curated Investment Portfolio

Monday, 21 October 2024
Written by MYTHEO


Petaling Jaya, Malaysia (19 October 2024) – MYTHEO by GAX MD, Malaysia’s leading digital investment management platform, proudly announces the launch of a new, exclusive investment portfolio crafted specifically for the clients of VKA Wealth Planners. Regulated by the Securities Commission (SC) of Malaysia, GAX MD has been empowering investors since 2019 with cutting edge, tech-driven algorithmic investment portfolios. As a regulated entity, client funds are securely held by an independent trustee, ensuring enhanced safety and peace of mind.

“We're excited to partner with VKA Wealth Planners, a leader in financial planning, to deliver tailored investment portfolio that meet the unique needs of their clients. This curated portfolio marks our first collaboration and is a reflection of our shared commitment in providing innovative, high-quality investment options for investors,” said Ronnie Tan, CEO and Managing Director of GAX MD. “Our teams have worked tirelessly to bring this portfolio to fruition - conducting extensive back-testing, refining strategies and ensuring that the MYTHEO Target Return Portfolio is optimally positioned to meet its objectives and deliver sustainable returns over the long term."

VKA Wealth Planners is a trusted name in Malaysia's financial planning landscape since 2003, renowned for providing innovative solutions such as ewill.com.my for will writing services and easycover.my to revolutionise Small Business employee benefits to Malaysians from all walks of life. Dato Javern Lim, Founder and Group Managing Director of VKA Financial Group, commented:

“Our collaboration with GAX MD opens new investment opportunities for our clients, providing them access to globally diversified, multi-asset portfolios. This partnership further reinforces our commitment to empowering clients with financial tools that align with their life goals.”

Clients can access VKA Wealth Planners through their headquarters at IOI Boulevard in Puchong Jaya and regional centers across Malaysia, from Penang to Kota Kinabalu.

The MYTHEO Target Return Portfolio, curated exclusively for VKA clients, is designed to balance potential returns with effective risk management over the medium to long term. It aims to achieve potential good returns by blending growth, income and inflation hedging assets. Edward Ooi, VKA’s Chief Investment Advisory Officer, elaborated:

“The portfolio will be globally diversified across stocks, bonds, commodities and real estate, leveraging MYTHEO’s access to a broad range of ETFs in both developed and emerging markets. In my 26 years of industry experience, I’ve seen investors chase after high returns without fully understanding the risk involved. MYTHEO’s AI-driven approach eliminates emotional decision-making, offering a disciplined, risk-adjusted investment strategy that aligns with each client’s financial objectives."

Powered by proprietary algorithms and Artificial Intelligence (AI), MYTHEO offers a data-driven investment strategy that help clients navigate volatile markets and avoid common investment pitfalls. This collaboration is a game-changer for VKA clients, offering a tailored, long-term investment solution designed to support retirement, child education and wealth creation goals, with a focus on risk-adjusted returns.

For more information on this exciting new portfolio, contact us at +603 8071 1661 or email enquiry@vka.com.my.

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