Specialized Wholesale Funds & Financial Planning
A licensed team of asset managers and financial planners, Conventional and Shariah-compliant. Our focus is simple:
Your Peace of Mind
Investing With Peace of Mind
Our wholesale investment funds are specifically designed to provide you with reliable and premium income by investing in private securities with strong fundamentals.
Redvest Strategic Income Fund
ISIN No: MYU0100B8825
Conventional closed-end fund invested in fixed-maturity project-backed securities in property development.
| Start Month | Feb 2024 |
| Annualized | 9.16% p.a. |
| Cumulative | 22.18% |
(Returns as of 31 July 2026)
Redvest Strategic Income Fund 2
ISIN No: MYU0100B8833
Shariah-compliant open-end fund invested in project-backed securities in property development.
| Start Month | May 2024 |
| Annualized | 9.38% p.a. |
| Cumulative | 20.33% |
(Returns as of 31 July 2026)
Redvest Prime Income Fund
ISIN No: MYU0100B8841
Conventional open-end fund invested in project-backed securities in property development.
| Start Month | Sep 2025 |
| Annualized | 8.68% p.a. |
| Cumulative | 6.49% |
(Returns as of 31 July 2026)
Redvest Dana Dinamik
ISIN No: MYU0100B8858
Shariah-compliant open-end fund invested in a diversified range of private securities in private equities, debt, investment notes and others.
| Start Month | Jun 2026 |
| Annualized | -% p.a. |
| Cumulative | -% |
(Returns as of 31 July 2026)
Fund Management + Financial Planning
Our fund managers manage funds with the heart and soul of a financial planner by balancing reliable returns and low volatility to allow financial planners and investors to predict future portfolio wealth more accurately without worrying about market uncertainties.
Capital Markets Service Representative License
eCMSL/A0375/2021
Licensed by the Securities Commission Malaysia in Boutique Fund Management, Financial Planning, and Dealing in Securities (Unit Trust)
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Corporate Unit Trust & PRS Advisor
Licensed by the Federation of Investment Managers Malaysia (FIMM) in the distribution and advising of Unit Trust Funds and Private Retirement Schemes
Approved Financial Advisor
Approved by Bank Negara Malaysia to provide advisory & distribution services in insurance/takaful
Redvest Financial Plan
Over 12 months, this specially designed programme takes you on a deep dive into your financial well-being, with a licensed financial planner walking alongside you at every step. What sets it apart is what it’s built to do: bring clarity to your cash flow, cut out hidden waste, and align your money with your purpose, so you end the year feeling at peace with your finances.
A Financial Plan Built on Balance & Purpose
Guided by the three Japanese values of Kakeibo (家計簿), Mottainai (もったいない), and Ikigai (生きがい), your plan brings clarity to what you own and owe, cuts hidden waste, and aligns your wealth with what makes life meaningful. The result: peace with your finances, not anxiety about them.
We are a team of seasoned fund managers and financial planners united under a licensed boutique firm dedicated to delivering meaningful and professional financial guidance.
Guided by a strong financial planning philosophy, we shape every part of our work with intention and care.
By allowing financial planning concepts to anchor our decisions, we ensure that every service we offer is aligned with our clients’ long-term goals and built on clarity, expertise, and genuine commitment.
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