Planning Tools:
Net Worth Analysis
Risk Profile Analyzer

 Articles from
Investment Planning in the
   21 St Century

Wealth Building in the
   21 St Century

Getting Started Setting
Hiring Financial Help
Budgeting Made Easy
Simple Principles for Long
  Term Success
Building Maximum Return,
   Minumum Risk Portfolio
Dollar Cost Averaging
A Simplistic Approach to Asset Allocation Strategy(part 1)
A Simplistic Approach to Asset Allocation Strategy(part 2)
What you need to know about long  term investing in the SET
The Merits of International Diversification
Investing Overseas
How Rich People Invest
Portfolio Insurance
Re-Pricing EM Risks
Asset Allocation Strategies in a Rising Interest Rate Environment.
Analyzing Your Portfolio with IPS
21 st Century Commodities Bull Market Part I & Part II& Part III
Are You Being Compensated Enough for Holding Thai Stocks?
Why most investors fail
Managing that four letter word: RISK
Dollar Cost Averaging
Apply for your ATS and win prizes
How should you choose your fund managers?
Israel-Hezbollah-Hamas Conflicts and the price of oil.
How to stretch that retirement cheque
Diversification is not a compromise
 Peak or Pause?
 FAM Global Allocation Fund Update
How Strong Will the Baht Get?
Reducing Portfolio Risk by I nvesting in Commodities
Fundamental Index” Investing
Throwing the Babay Out With the Bath Water
The Portfolio That's Right for Your Retirement
Reducing Portfolio Risk by Investing in Commodities

Wealth Accumulation
       This is the first and most difficult phase for most of us. "The first million is always the hardest part…" as the old saying goes. Wealth accumulation is typically the chief concern for younger people with aspirations to purchase their own home or business or simply saving to put their children through college. No matter what the goals are, the process of accumulating wealth requires time, discipline and clever planning

Financial Planning & Wealth Management

Wealth management is a lifelong process, designed to address your financial needs as you make your way through life. Through Finansa's integrated financial planning process, our certified financial planners will work with you to accumulate, preserve and transfer your wealth. The relationship between you and your financial planner is at the heart of our approach to wealth management. Because at Finansa, we firmly believe that one size does not fit all and your individual needs are unique. Our "one-on-one" financial planning process, will help determine YOUR long-term needs, risk tolerance and expectation. Only after gaining an understanding of your unique situation, will the financial planner recommend customized strategies and solutions for you to pursue your investment goals. Moreover, we will work closely with you to implement these recommendations and help you adjust these strategies as necessary to meet your changing needs or to adapt to changing economic conditions or investment opportunities.

More Than Just Managing Money
At Finansa, we offer a dynamic, multi-disciplinary approach combining two types of services:
  • first, an in-depth analysis of your overall net worth;
  • secondly, based on this analysis, wide-ranging and customized financial planning covering issues such as retirement, education funding, wealth transfer, insurance and investment solutions both on-shore and overseas.
Net worth Analysis  highlights the structure of your assets/liabilities and the weighting of each component. It thus provides the data needed for financial planning, aimed at optimizing the resources needed to achieve your investment goals, while at the same time giving you a comprehensive overview of your net worth and how they evolve over time. The various phases of net worth analysis and financial planning therefore involve:
  • Understanding, classifying, assessing and structuring the various items making up your total assets;
  • Jointly, selecting an investment strategy suitable for your personal situation;
  • Regular monitoring that the strategy selected remains well matched for the objectives set.

Working in partnership: At Finansa, we know the value of forming true partnerships with our clients. After all we have been looking after the interests of our clients for more than 35 years. As one of the country's oldest asset management firms, this heritage, hallmarked with our innovative thinking, gives you the confidence to share your personal situations and entrust us to provide the best advice.