We will contribute to the future together with everyone involved with us so that everyone can enjoy an affluent society.
- Our Mission
The core reason behind our wealth management services is to create a solid foundation for your financial future.
By understanding your situation, goals, and experience, we tailor investments for your wealth goals.
We conduct annual reviews to update your financial plan and address related matters like retirement planning, insurance, tax-efficiency etc.
- Initiatives
Three initiatives that DIYguru hopes to achieve
1. Creating a foundation for industry and technological innovation
DIYguru believes in the technological innovation that can be created by connecting the world's technology sources. We contribute to building a foundation for technological innovation through membership in a wide range of academic societies that resonate with our business.
2. Delivering quality education
DIYguru aims to create a society where each individual can act as a leader to create the future. We donate a portion of our profits to the academic and educational fields to support the next generation of innovators.
3. Eliminate inequality among people and countries
DIYguru aims to create a world where everyone has access to better services and products regardless of region or country. We also propose to society a culture of mutual recognition that transcends categories such as race, age, gender, roles, and values by first taking the initiative in our company.
Our process
Getting to Know You
Prior to formal engagement, we prioritize understanding your personal situation, financial goals, and key concerns that drive your search for financial advice. This forms the basis for a mutually agreed-upon scope of work. Please find below a comprehensive list of our capabilities.
Gaining Clarity on Your Finances
Our comprehensive planning engagements start by jointly assessing your balance sheet and cash flow. Access our secure client portal to upload documents or link your accounts electronically.
Building Your Financial Vision
We collaborate with you to prioritize your goals and assess the financial choices and risks involved in achieving them. Through close partnership, we establish a baseline projection of your future financial wealth, providing a roadmap for your success.
Analyzing Tradeoffs
We use our financial model to develop alternative scenarios, informing recommendations on taxes, insurance, and investments to align with your goals. Exploring scenarios to align recommendations.
We are here to address any questions you may have as you implement your plan. Additionally, for clients seeking an ongoing partnership, we provide comprehensive Tax & Estate planning.
