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We are a dynamic, customer-focused organisation that is driven by a passion for forging strong relationships to maximise value while adapting to the ever-changing business climate. Built on trust, integrity, following through with commitments, and being responsive to the needs of others, we aid our clients in realising their fullest potential and progressing with them towards higher success.
At ELS Advisory, we know that close and effective relationships matter and we are committed to a long-term relationship as your trusted portfolio manager.
Vision
Vision
Our vision is to offer financial and risk-migration solutions that leaves no one behind.
We aim to make financial planning simple and effortless, available to individuals, families and corporates.
Mission
Mission
Our sustainability strategy is centred on this purpose. For each pillar, we have identified material actions that will allow us to build our collective resilience in the year ahead.
With this framework, we also set priorities and targets that will allow us to create sustainable value and operate in the best interest of the company and our stakeholders.
What We Do?
What We Do?
ELS Advisory is an integrated financial and business advisory firm founded by experienced former bankers and financial professionals.
We Specialise in helping individuals, families and SMEs build stronger financial foundations through strategic protection, financing, wealth accumulation and legacy planning
2021 Year Established
2021 Year Established
Manage Over 200+ Million worth of Financial Instrument
Manage Over 200+ Million worth of Financial Instrument
Over 20 years experience in Banking & Finance
Over 20 years experience in Banking & Finance
Situations We Commonly Fix
Situations We Commonly Fix
Paying More, Getting Less Coverage
Paying More, Getting Less Coverage
A working professional was paying RM800/month across multiple policies.
Coverage overlapped and still missed key protection areas.
We restructured the portfolio based on actual needs.
Result:
✔ Reduced cost to ~RM500/month
✔ Better overall coverage
✔ Removed unnecessary policies
Dormant Savings Repositioning
Dormant Savings Repositioning
A client maintained a significant portion of liquid savings in low-yield deposits for an extended period without defined deployment strategy.
We assessed liquidity needs and reallocated excess funds into diversified unit trust funds aligned with medium to long-term objectives.
Result:
✔ Improved capital efficiency vs idle cash holdings
✔ Structured exposure to market growth opportunities
✔ Maintained liquidity buffer for short-term needs
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