BBA, CHFC PRINCIPAL PARTNER AND CHIEF EXECUTIVE OFFICER
As CEO, Salim oversees the management team and drives strategic direction for Avallis Financial. A keen believer in knowledge-sharing, Salim also personally mentors a team of high-performing investment advisers. Salim was instrumental in developing Avallis Financial’s extensive suite of database applications and financial and investment advisory management systems. Avallis IT hub now supports the full spectrum of advisory process, from data-gathering, risk profiling, asset allocation, implementation, to active periodic monitoring and portfolio rebalancing.
With over 29 years of experience in the financial industry and serving on the boards of several industry associations, Salim is a highly-sought after speaker at local and overseas public and private sector investment events. He is also actively engaged in industry dialogues, and served as convenor for Work Group 2 ISA 9000 in the development of international standards for financial planning competence and experience requirements in Singapore.
Salim graduated from the National University of Singapore with a degree in Business Administration, and is a Chartered Financial Consultant.
Facebook/WhatsApp Scam Alert!
Dear valued clients,
We hope this message finds you well. We wanted to bring a concerning matter to your attention. It has come to our notice that an imposter has created a fake Facebook Profile and Whatsapp page with our corporate branding, attempting to impersonate our associate company Avallis Investments.
The fake Avallis Investments page claims to sell a get-rich-quick Avallis AI Automated Investing Scheme which is Syariah compliant. When you click on the links on their page, it takes you to a whatsapp page under the name “Ultimate Trading Advisery”.
Please note that Avallis Investment does not sell such products and is in no way related to the company “Ultimate Trading Advisery”.
We want to ensure your financial well-being and protect you from such scams. Here are some important points to consider:
1️) Verify the legitimacy: Always verify the authenticity of any investment opportunity before proceeding. Ensure the company is registered with the relevant regulatory authorities (i.e MAS or SGX) and has a solid reputation in the industry. Don’t hesitate to reach out to us directly to confirm any claims made on our behalf.
2) Be cautious of unsolicited offers: Be wary of unsolicited investment offers that promise guaranteed high returns or pressure you for immediate action. Legitimate investment opportunities require thorough research and careful consideration. Take your time and consult with trusted financial advisers.
3️) Conduct due diligence: Before investing, conduct thorough research on the company, its management team, and its track record. Look for any red flags such as unverifiable claims, lack of transparency, or inconsistent information.
4) Protect your personal information: Never disclose sensitive personal or financial information to unknown individuals or companies. Legitimate investment firms will never ask for your I/C number, bank account details, or passwords via unsolicited calls, email or WhatsApp.
5) Report suspicious activities: If you encounter any suspicious investment schemes or believe someone is impersonating Avallis Financial, please report it immediately to the appropriate authorities. By doing so, you can help protect others from falling victim to scams.
6) Do not click on any suspicious links: Refrain from clicking on any unfamiliar WhatsApp links to prevent your identity from being stolen.
Remember, your financial security is our top priority. We are committed to providing you with reliable advice and protecting you from fraudulent activities. If you have any concerns or questions, please don’t hesitate to reach out to us directly at T: +65 62205333.
Stay vigilant, stay informed, and together, we can safeguard our community from investment scams.