Acceptable risk
Investing according to trends
Selecting top business stocks
Prioritizing cyclical growth stocks
Portfolio focusing on thematic sectors and industries
Targeted estimated profitability rate of 15%
Investment Fund Management
Segregated Managed Account
Investment Advisory
Introduction VDAM
Investment Advisory
- wealthDragon is a wealth management service created through the partnership of VDAM and VDSC, designed for clients with substantial assets, starting from a capital of 2 billion VND.
- VDAM provides step-by-step guidance in developing investment direction and strategy, including specific activities such as capital allocation, asset type selection, and determining the optimal timing for transactions.
- VDSC will provide investment execution services to clients, enabling them to quickly, conveniently, and easily implement the investment recommendations.
Why Our Services Are Ideal For You?
Provide skilled professionals with expertise in asset management and investment to investors looking to participate in the stock market
Help investors save time, manage investment risks, and achieve returns that align with market performance
Offer brokerage support to high-net-worth clients who trade infrequently and share an investment philosophy aligned with the products we offer
Product Selection
RONGVIET GROWTH
RONGVIET WEALTH
Low risk
Bottom-up investment approach
Selecting top business stocks
Prioritizing dividend-paying companies
Portfolio focusing on a thorough analysis of individual assets
Targeted estimated profitability rate of 12%
RONGVIET GROWTH
Risk
Allocation
RONGVIET WEALTH
Risk
Allocation
Investment Peformance
wealthDragon's Process
01
UNDERSTANDING CLIENT NEEDS (VDAM AND CLIENTS)
- Collect client’s information by a small survey to understand client’s investment objectives, risk tolerance and investment preferences.
- Discuss and finalize details of services provided to clients.
- Sign the contract.
02
ACCOUNT SETUP (VDSC AND CLIENTS)
- Open a securities trading account at Viet Dragon Securities Corporation.
- Active the corresponding sub-account to initiate the service.
03
MONEY TRANSFER (CLIENTS)
Transfer money to the sub-account at VDSC.
04
PORTFOLIO MANAGEMENT (VDAM)
Create a diversified investment portfolio. Implement client-specific requirements.
05
REPORTS AND COMMUNICATION (VDAM)
- Provide reports to clients periodically.
- Addressing client inquiries upon request.
Investment Advisory Report
VDAM will send the portfolio investment report to the client's registered email address, based on the consolidated data provided by Viet Dragon Securities Corporation, within the first 5 (five) business days of the following month.
Terms and Fee Schedule
Our Investment Advisory service is customized to your needs. For details on terms and fees, please kindly share your information as below for prompt consultancy.