build reserve for future cash flow
CALVIN KHO MING SOON
contact & whatsapp +6 016 8898789
email : calvinkho@gmail.com
Secondary Education (1985–1990): Sekolah Menengah Bantuan Tung Hua (Sibu) & Sekolah Menengah Kerajaan Bintulu.
Spent over two decades (1995–2020) as Group Consultancy Manager with BOS Wealth Management Bhd, having witnessed the firm’s evolution from its origins as Pacific Mutual Fund Berhad.
Senior Group Manager with AHAM Asset Management Berhad(formerly known as Affin Hwang Asset Management Bhd) for nearly a decade (since 2016), focusing on the Private Retirement Scheme (PRS) sector.
Successfully completed the CFP Certification Program (Modules 1–6) through the Financial Planning Association of Malaysia (FPAM) between 2005 and 2009, subsequently attaining full Certified Financial Planner (CFP®) status.
Bintulu Liaison Officer, Financial Planning Association of Malaysia (FPAM) Sarawak Chapter (2010–Present).
Deputy Secretary, Persatuan Hii (Kho) Bahagian Bintulu (2022–2026).
Committee Member, Bintulu Chinese Chamber of Commerce & Industry (BCCCI), 2019–2021.
Capital Market Industry Certification & Award
representing company / license with
FIMM: The Federation of Investment Managers Malaysia (FIMM) is a self-regulatory organisation (SRO) that regulates the marketing and distribution of Unit Trust Schemes (UTS) and Private Retirement Schemes (PRS).
Unit Trust Scheme(UTS)
with
Phillip Mutual Berhad
Private Retirement Scheme(PRS)
with
AHAM Asset Management Berhad
- Group Financial Consultant with Phillip Mutual Bhd
- FIMM UTS certification 1999
- FIMM UTS number 043-0-23182
- UTS since 1992
- Prior with Pacific Mutual Fund Berhad (now known as BOS Wealth Management Berhad) since 1994
- started with Kuala Lumpur Mutual Fund Berhad(now known as Public Mutual Berhad)on 1992
- Group Manager with AHAM Asset Management Berhad
- FIMM PRS certification 2013
- FIMM PRS P-038-0-20315
- PRS Since: 2013
business types
Strategy / Investment Plan Available
Lumpsum Plan
- One off,
- Top-up anytime
Regular Saving Plan
- Monthly Investment
- Autodebit bank account
- A sure win long-term strategy
KWSP-MIS Plan
- Capitalize on long-term
- KWSP Calculator
current services portfolio
| Invest | Switch | Redeem | Asset Under Manage (Personal & Group) |
| As at 31 July 2024 PRS = 0.432 Millions | As at 31 July 2024 PRS = 0.000 Millions | As at 31 July 2024 PRS = 0.017 Millions | As at 31 Oct 2024 P. PRS = RM 0.634 Millions G.PRS = To be advise P.UT = RM4.500 Millions G.UT = RM11.9 Millions |
investment method
meet up physically
- Call / Whatsapp 016 8898 789 for appointment
- Email calvinkho@gmail.com for appointment
online manage
- To start invests in Private Retirement Scheme (PRS), request Calvin Kho send an digital opening account link on PRS for AHAM Asset Management Berhad
- To start invest in Unit Trust / Mutual Fund, [Open An Account] in eUnittrust.com.my, an online platfom of Phillip Mutual Berhad. The Agent Code [PMF00656].