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+6013-300 4343
EPTS Mansion Sdn Bhd
(Reg. Number 709565W)
SERVICES
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OUR SERVICES
Family Services
We have a suite of services geared towards helping families and individuals achieve their financial goals, maintain healthy financial records, and position them for better financial performance in the future. We take it upon ourselves to work with families to resolve complex financial situations in the interest of our clients without compromising any standard.
The services include:
• Legacy and Insurance Planning
• Funding for Anticipated Taxes
• Liquidity for Debt and Mortgage Clearance
• Estate Equalization
Retirement Services
We understand that clients want financial security while in retirement. We take the burden of handling managing and preserving their source of income on their behalf and ensure they enjoy maximum ROI. Our team works with each client to discuss their need and design a strategy that will deliver such needs. Clients can trust us for a hassle-free experience.
Our services include:
• Income Replacement
• Ways of Wealth Preservation
• Planning for the Next Generation
Lending Services
We have an in-depth understanding of lending; hence, we are in a better position to guide our clients to make the best decisions. Whatever the purpose of your lending, we will work with you to make it happen while also ensuring the terms of payment are easy for you.
Our services include:
• Equity-based Lending
• Cryptocurrency-based Lending
• Life insurance premium financing
Business Services
We work with businesses to optimize their performance, reduce overhead costs, and maximize returns. We are interested in driving businesses to their maximum potential. Hence, we provide a set of services that integrates the latest tools and methodologies to achieve maximum growth. Businesses can rely on us for enhanced performance and better productivity.
Our services include:
• Key Person Executive Planning
• Business Exit and Succession Planning
• Corporate Partnership Planning
• Debt/Share Protection
Advisory Services
We provide top-notch financial advisory services to clients. We keep their best interest in mind; hence, we are able to meet their respective needs and exceed their expectations. The purpose of advisory services is to help clients make better financial decisions that will lead to increased wealth generation and future financial security.
Our services include:
• Family Office
• Deal Matching Platform
Investment Services
We provide a broad spectrum of investment opportunities for clients, guiding them through, protecting them from risks, and ensuring maximum returns from their investment. We study each investment plan and the respective needs of clients. We are the link that connects clients to the right investment packages.
Our investment services include:
• Onshore
• Offshore
Charity Services
We work with clients to ensure their charitable efforts reach the right places and have maximum impact. We take the stress of coordinating your charitable donations and channeling them on your behalf to charitable causes of your choice.
Our services include:
• Multiply your donations to the charity organization of your choice
• Donating a life insurance policy to a charity
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