Who We Are

Our company aims to address the existing gap in financial planning applications tailored specifically for small and medium enterprises (SMEs). Through customer feedback and extensive market research, we have identified the challenges faced by users when using financial planning tools. We recognize the need for a user-friendly and intuitive interface that facilitates easy adoption of financial planning activities on a  monthly, quarterly or yearly basis. To meet this demand, we propose a SaaS-based financial planning tool with a per-user per-month subscription model which is built within SAP Business Technology Platform. This flexible approach will allow SMEs to access and utilize the application according to their specific requirements, ensuring cost-effectiveness and scalability.

Leveraging our existing sizable user base, we see an opportunity to expand our services and offerings in the financial planning arena, initially targeting our existing customer base. Additionally, our strong presence in SEA Region provides us with a significant advantage in acquiring new customers for our financial planning tool.

Mission & Vision

Our mission is to empower individuals and businesses to achieve financial success and fulfillment by providing clarity, accuracy and collaborative features in our financial analysis product. Guided by our core values of trust, integrity, and partner-centricity, we strive to make a positive impact on the lives of our clients and the organizations they serve.

Mission & Vision

Our Culture and Values

Mission Statement

Mission Statement:
At our core, we are driven by the desire to empower our clients to achieve financial success and security. We are motivated by helping individuals and businesses make informed financial decisions, providing them with the necessary tools to collaborate, simulate and plan. Our guiding principles revolve around integrity, transparency, and clarity, ensuring value added products and services are successfully delivered to our clients are always the top priority.

Business Philosophy

Integrity and ethical conduct form the foundation of our business philosophy. We believe in building long-term relationships with our clients based on trust and mutual respect. We are committed to maintaining the highest standards of professionalism and confidentiality. Our passion lies in delivering exceptional financial planning and analysis services that align with our clients’ values and objectives.

Industry Description

In the ever-evolving financial industry, we operate in a growth-oriented sector. We anticipate ongoing changes, both short-term and long-term, driven by technological advancements, regulatory reforms, and shifting market dynamics. These changes present opportunities for innovation and disruption. Our business is well-positioned to leverage these changes by staying at the forefront of industry trends, adopting advanced analytical tools, and continually enhancing our expertise to deliver cutting-edge financial planning and analysis solutions.

Business Strengths and Core Competencies

Our success hinges on several key strengths and core competencies. Firstly, our team comprises highly skilled financial professionals with extensive experience in the field. We possess a deep understanding of financial markets, investment strategies, and risk management techniques. Additionally, we excel in translating complex financial data into actionable insights, enabling our clients to make informed decisions. Moreover, our commitment to providing personalized service sets us apart, ensuring we tailor our solutions to meet the unique needs and goals of each client.

Our Roadmap

Our Roadmap

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