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Yogi

Title: Consultant
Field of study: Bachelor in Civil Engineering (UTM),
Bachelor in Civil Engineering (UTM)

Experience: 2nd year
Qualification: AFP, FIMM, PRS
Field of experience: Personal Finance, Retirement Specialist
Email: sivayogini@finaims.com

My Story:
 

With 13 years of experience in the Civil Engineering line, in Planning, Scheduling and Project Management, I pivoted off into the field of Supply Chain Management in the aerospace industry in 2007 and clocked in 17 years of service before the turn of events and a brave decision placed me where I stand today – proudly as part of FINAIMS.

As I grinded thru the rat race for wealth and stability, making money and saving seemed natural but growing money was nowhere found in my vocabulary. When a near-miss health condition struck, the fear and doubt of leaving a-not-enough wealth legacy for my children shadowed down on me.

A click on the Google and a random call to a financial consultancy firm, a return call from their staff on duty - was how Amelia Hong walked into my life. Conversations on Financial Planning and Retirement Planning (Gasp!!) caught me off guard yet, amazingly brought forward a whole new perspective on how to grow my finances and formed the notion of financial independence. 

Fast forward 10 years of financial guidance, check and balance activities, constant yet diversified portfolio creations; emotional and mental roller coaster on risk and fear (HaHaHa!) management – all surreal but crucial in this journey of financial independence had led to my strong and bold step out of the corporate world.

Today, I am able to manage my own wealth and have chosen to give back to others what I was blessed to receive – the management of financial growth, thru proper guided channels, and built with trust.

Salmah Harharah: Client

“DO TODAY, WHAT YOU WANT FOR YOUR TOMORROW”

Robert Kiyosaki

Consultation Review

Nicholas Tan, 40

A truly wonderful friend and a financial specialist with a trusted and large support team to help me achieve my investment goals.

Vijaya Subramaniam, 50

My conversation with Yogi, removed the misconception that investing is reserved for the affluent groups only! Her personal experience of building a financial nest egg, and seeing the freedom that came along with it has opened me to journey into a world of financial growth opportunities with her.

Siti Salmi, 40

Yogini has patiently educated me on financial matters without ever pressuring or forcing me to invest. Before this, no one had ever taken the time to share or guide me on how to manage my money. But today, I feel confident and have full trust to invest with her. She is not only my consultant, but also a financial friend for life.

Dhipan Raj, 24

She’s a reliable and an always reachable Consultant who truly cares about my investments.

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