About Us

Overview

Genexus Advisory Sdn Bhd is a Financial Advisory Firm incorporated on 29th January 2014 and approved by Bank Negara Malaysia in July 2015 & a licensed CUTA & CPRA [Corporate Unit Trust & Private Retirement Advisers] by Securities Commission Malaysia in July 2017.

Our team comprises of 50 approved Financial Advisers’ Representative (FAR), 39 Capital Markets Services Representative’s License (CMSRL) and 100 Wealth Consultants who are licensed Unit Trust & PRS Consultants; whilst assisting our clients to address their needs by providing holistic tailor-made solutions in the areas of:

Wealth Protection
Wealth Preservation
Wealth Accumulation
Wealth Distribution

Our Vision & Mission

Mission

To attract, unite, and support principle-centered professionals to create a community of healthy, wealthy, and happy partners

Values

We aim to achieve world class financial solution provider comprising of dynamic professionals dedicated to provide outstanding services to our valued clients.

Vision

To help our valued clients achieve their personal and business goals by providing proper advice, financial solution and professional individualized services.

The Team

From Financial Advisers’ Representative (FAR), Capital Markets Services Representative’s License (CMSRL) to Licensed Agents and Consultants are with backgrounds of:

Experienced General Insurance agents and MDRT qualifiers from Life Insurance Industry
Experienced Unit Trust Consultants and Investment Advisors
Registered Financial Advisors (RFP) and Certified Financial Planners (CFP)
Shariah Registered Financial Planners (ShRFP) and Islamic Financial Planners (IFP)
Directors and Executives from various firms
Young energetic and aggressive consultants who join our firm to build their career and dreams