Financial Advisory Service
Bonds
Mutual Fund
Financial PlanningFinancial Advisory Service
VPBank Diamond and financial advisors will consult a tailored financial strategy upon your risk appetite, based on 3 core factors:
- Consulting financial asset management methods
- Developing investment porfolio
- Providing personal financial advisory
This service aims at helping you actively capture the market and diversify investment channels, beside minimize risks and achieve the highest profitability.
Bonds
Under the Regulations on investment advisory services for individual clients, you will be provided financial analysis and consultancy regarding your choice of investment approach as well as products on the market including enterprise bonds.
Bonds issued by corporations are offered at attractive rates from time to time.
Contact Relationship Manager or hotline 1800 545415 to update your upcoming opportunities.
Mutual fund
According to Advisory Service Regulations for individuals, customers are provided the analysis reports and investment recommendations related to investment approaches and information on financial market, including open-ended funds.
1. Bond Mutual Fund
Your investment in bonds is fully supported by the use of macroeconomic analysis, technological models, statistics and enterprise business valuation, aiming at making decisions leading to the highest profits.
Product portfolio
| Product portfolio |
| Government bonds, Government guaranteed bonds, Corporate Bonds, Certificates of Deposit, Cash,… |
| Local government bonds, bonds issued by organizations operating under Vietnamese law ..., and valuable papers and money market instruments. |
Outstanding benefits
- Expected returns is higher than normal term deposits
- Convenient transactions
- Most competitive fund charges
- Flexible to switch among funds
Risk appetite: Conservative
- Expect highly safe investment and stable returns
- Build up a long-term investment plan that is flexible in terms of time and investing volume
2. Balanced Mutual Fund
This fund fits the expectation of long-term returns through investment in balanced and diversified portfolio including equity, convertible bonds and debt securities in the Vietnamese market.
Product portfolio
| Product portfolio |
| Equity securities |
| Debit securities and fixed-income securitie |
Outstanding benefits
- High expected returns
- High liquidity and convenient transactions
- Most competitive fund charges
- Flexible to switch among funds
Risk appetite: Moderate
- For whom are interested in financial markets and low-risk investments
- Build up a long-term investment plan that is flexible in terms of time and investing volume
3. Equity Funds
Equity funds provide long-term returns on capital growth and dividends by investing in equities of leading Vietnamese enterprises, in a flexible manner from value investing to growth investing
Product portfolio
| Product portfolio |
| Shares: leading companies, listed or about to be listed within 12 months |
| Money and other assets are not stocks |
Outstanding benefits
- High expected returns
- High liquidity and convenient transactions
- Most competitive fund charges
- Flexible to switch among funds
Risk appetite: Aggressive
- For whom are experienced in financial markets and keen on profitable investment opportunities
- Build up a long-term investment plan that is flexible in terms of time and investing volume