Financial advisors will study your individual needs and tailor a solution based on your risk appetite and financial goals. We offer two types of planning
1. Financial Planning
To assist you to attain your goals, the advisors will propose a financial plan based on your individual needs and objectives.
2. Investment Planning
Our financial advisor will help to design your asset allocation investment plan based on your risk appetite and financial goals.
Six steps of expert investment planning
1. Identify Needs & Objectives: Based on your individual needs, a financial advisor will assist in establishing your financial goals to provide you with a suitable investment proposal.
2. Risk Assessment: Your acceptable risk level will be determined and used as the basis for suitable portfolio asset allocation.
3. Current Portfolio Review: You will be provided with an overview of your current portfolio holdings and a thorough analysis of its historical performance on a regular basis.
4. Portfolio Proposal or Rebalancing: All relevant factors will be assessed to construct a suitable investment portfolio for your consideration.
5. Execution: A financial advisor will work closely with your dedicated Bualuang Exclusive Officer to provide seamless execution of all required transactions.
6. Portfolio Performance Monitoring: A financial advisor and your dedicated Bualuang Exclusive Officer will closely monitor your portfolio to ensure that it is on track to achieve your financial objectives.
After gaining a thorough understanding of your individual needs and goals, financial advisors will provide you with advice and a wide range of options to choose from for your investment portfolio.
You can diversify your investment opportunities and get consistent returns with the extensive range of products from our leading subsidiaries.
Deposits and Money Market Funds that can be readily accessed
Bangkok Bank has an extensive range of investment products including short-term, long-term and LTF/RMF products with a wide range of options to best suit your financial needs and goals.
Life and health insurance not only protects you against adverse life events but can also provide tax benefits.
Our financial advisors have extensive knowledge about life and health insurance products and can assist you to efficiently plan your insurance and investment strategy.