WealthMagik was honored to have the executives and the team of the Securities and Exchange Commission (SEC) Thailand in its office last 22nd of April 2019. The said visit is with the SEC’s “5 Steps toward Investment with Confidence” project which aims to create a completely new experience of investing that will help the public to take full care of their investment and meet long-term financial stability. As WealthMagik Brokerage is one of the organizations approved by the SEC to deliver wealth advisory service accessible to all, WealthMagik updated the SEC the progress of Wealth Advice 5-Steps to ensure investment and policy guidelines are in line with as well as sharing its 5-Steps work system and business plan.
WealthMagik delivers wealth advisory service through its Wealth Advice service. The service is a one-stop financial consulting service where it can help create your financial plan, manage asset allocation by your target, pick the mutual fund based on your preference, keep track and rebalance portfolio after investment for ideal performance, and generate a consolidated statement. All of these in line with the SEC’s “5 Steps toward Investment with Confidence” guidelines.