We’d Love to Hear From You

Whether you would like to know more about what we offer, or you are in the financial industry and see room to work together, we would love to hear from you. Just drop us your contact details.

Tell us a little about what you are looking for, whether that is investment management, a financial plan, or simply a second opinion on your current arrangements. We will arrange an introductory conversation at no cost to understand your situation and explain how we work, including our fees and the scope of what we can and cannot do for you. There is no obligation to proceed after that first meeting.

We work with licensed practitioners who want to broaden what they can offer their clients. This includes distribution arrangements for our funds, referral partnerships, and collaboration on cases that call for discretionary portfolio management. Let us know your licence type, the firm you are attached to, and the kind of arrangement you have in mind.

We take complaints seriously and every one is recorded and reviewed by our Compliance function. Please provide your account number, the nature of your concern, and any relevant dates or correspondence. We will acknowledge receipt within 5 business days and keep you informed until the matter is resolved. If you are not satisfied with our response, you may escalate the matter to the Securities Commission Malaysia or the Securities Industry Dispute Resolution Center (SIDREC).

If someone has approached you claiming to represent Redvest, or you have seen an advertisement, message, or investment offer using our name, please contact us before acting on it. Send us the details, including screenshots, the name given, and the contact number or account used. Redvest holds Capital Markets Services Licence eCMSL/A0375/2021 and you may confirm our licence status directly on the Securities Commission Malaysia register. We will never ask you to transfer funds to a personal bank account or guarantee returns.

Two things worth deciding before this goes live. The complaints panel needs a real acknowledgement timeframe, since publishing one commits you to it. And item five is effectively an anti-impersonation control so that it may deserve more prominence than a collapsed accordion at the bottom of a contact form.

We are open to hearing from technology vendors, custodians, research providers, compliance consultants, marketing partners, and other service providers relevant to asset management and financial planning. Please include a brief description of your offering, your existing clients in this sector, and indicative pricing so that we can assess the fit quickly.

Find us

+60355698519
+6018966 8108
Unit 2-2, Pusat Komersial Vestland, No.6, Jalan Juruanalisis U1/35, 40150, Shah Alam, Selangor, Malaysia
Operational Hours
Monday to Friday

Saturday & Sunday

National & Selangor Public Holidays
9am – 5pm


Closed


Closed

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.

Contact Us

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.

Contact Us