Strategic Investment

Mercury Wealth Management is backed by a strong and well-established parent company, Mercury Securities Group Bhd (MSGB).

MSGB provides comprehensive stockbroking and corporate finance advisory for investors and business owners, including services for pre-IPO funding, IPO and post IPO wealth management and investments.

Mercury Wealth Management has four types of portfolios designed for investors’ individual objectives and risk appetite.

Equity Portfolio

This portfolio is primarily for investors who prefer long term capital appreciation and are willing to accept high risks.

Asset Allocation – Equities & equity related securities: 70-95%; Fixed Income & Liquid Assets: 5-30%.

Balanced Portfolio

This portfolio is primarily for investors who seek for steady income and some prospects of capital appreciation whilst willing to accept moderate risks.

Asset Allocation – Equities & equity related securities: 0-60%; Fixed Income & Liquid Assets: 40-100%.

Fixed Income Portfolio

This portfolio is primarily for investors who are risk adverse and conservative with low-risk appetite, and look for consistent income.

Asset Allocation – Equities & other high yielding instruments: 0-30%; Fixed Income & Liquid Assets: 70-100%.

Money Market Portfolio

This portfolio is primarily for investors who have low risk tolerance and desire for a regular stream of income whilst preserving capital.

Asset Allocation – Money Market Instruments & Liquid Assets: >90%.