Choosing the most suitable MPF fund strategy and guiding employers with their MPF asset allocations to help corporations reach their retirement goals and enhance employee’s devotion and sense of belonging to the corporation. 

• Provident Fund Management

Managing Provident Fund Plans with diversified asset investment is essential to improving risk management for corporations, in order to achieve sustainable and stable goals for your employees' retirement assets.

• Enterprise Asset Management

Through methods such as hedging to diversify risks, Pegasus can provide corporations with comprehensive and professional analysis and management to meet the corporation’s investing needs and maximise their assets to maintain sustainable business development.

• Discretionary Investment Management

Pegasus’ impressive investment and risk management experience can fully manage your diversified investment portfolios and maximise your assets, allowing you to focus on other priorities while still achieving your financial goals. 

• Private Banking Advisory (External Asset Manager)

Pegasus takes into account our premium customer’s need for asset security and provides professional third-party management of our customer’s assets in private banks.

• Mutual Fund Investment

Our customers entrust our excellent research team and their market acumen to collect and analyse funds and platforms across markets to recommend the most appropriate investment recommendations for you.

• MPF Advisory

Works to suggest asset allocation strategies and the most suitable MPF platforms to find one that will address your needs and help you reach your retirement goals.

• Immigration Planning Consultation

Advise on the appropriate asset allocation for customers who wish to relocate to Hong Kong or immigrate overseas.

• Family Trust and Inheritance

Proper trust and estate planning is integral to protecting your future generations and ensuring a good inheritance. Pegasus helps provide comprehensive trust and estate arrangement services, and tailor-made asset protection and inheritance plans for our customers using a diversified platform and our acute professional knowledge.

• Mortgage Referral

Offer our customers the most favourable mortgage rebate, mortgage interest rates to support our customers.

• Tax Deductible Financial Planning

Recommend suitable tax deductible solutions based on clients' financial and tax status, including qualified deferred annuity policies, tax deductible voluntary contributions and voluntary health insurance.

Our customers entrust our excellent research team and their market acumen to collect and analyse funds and platforms across markets to recommend the most appropriate investment recommendations for you.

Works to suggest asset allocation strategies and the most suitable MPF platforms to find one that will address your needs and help you reach your retirement goals.

Advise on the appropriate asset allocation for customers who wish to relocate to Hong Kong or immigrate overseas.

Proper trust and estate planning is integral to protecting your future generations and ensuring a good inheritance. Pegasus helps provide comprehensive trust and estate arrangement services, and tailor-made asset protection and inheritance plans for our customers using a diversified platform and our acute professional knowledge.

Offer our customers the most favourable mortgage rebate, mortgage interest rates to support our customers.

Recommend suitable tax deductible solutions based on clients' financial and tax status, including qualified deferred annuity policies, tax deductible voluntary contributions and voluntary health insurance.

• Insurance

Insurance can help you manage your risks and provide you with protection in a timely manner. It is an indispensable investment in your life, and we provide you with the right coverage at different stages of your life to meet your different goals in a professional and objective manner.

• Life Insurance and Savings Plan

Life insurance is a fundamental part of life protection. Customers can withdraw part of the cash value from their savings at a specific age, and in the unfortunate event of death, the beneficiary will receive compensation.

A Saving Plan is also an integral part of life protection and could include a savings or investment component. This will ensure that customers are protected at all times for their different needs.

• Universal Life Insurance Plan

Universal Life Insurance Plan is a life insurance scheme with flexible premiums, which allows you to increase your assets, and secures protection for your inheritance and death compensation to your loved ones.

• Annuity Plan

An Annuity Plan is part of life protection, as it protects long-term financial risks. There is also a life insurance component, which can provide death compensation to customers during the premium payment period and annuity payment period.

• Medical Insurance

Medical insurance includes critical illness protection and medical insurance. Critical illness protection caters to specific illnesses that are not covered in the life insurance. When the insured unfortunately experiences these specific illnesses, the insurance company will pay the corresponding compensation and benefits, allowing the insured to immediately receive the much needed protection for their treatment and their lives.