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Good ethics and trust

Mandar

Good ethics and trust

Investment, Insurance, Tax, Estate Planning

Investment, Insurance, Tax, Estate Planning

Achieve Sustainable Growth

Achieve Sustainable Growth

Mandar

Well Versed in Financial Products & Services

Mandar’s personal and professional lives converge when he found his career niche in the financial industry. Already an avid investor in his personal time – having started investing as early as the 1990s – Mandar’s inclination towards investing grew exponentially, and served as the impetus for him to pursue, and eventually graduate with Masters in Finance from The City University of New York (CUNY) in 2009.

During his years as an IT Sales professional, he had the opportunity to work with Microsoft, IBM, and Informatica, amongst other established names. By about 2013, he became the Services Sales Director for ASEAN region at NCR.

Combining interest, knowledge, and experience, Mandar is well versed in financial products and services. These attributes seal his position in the financial advisory domain, where he demonstrates promising results right from the start.

For instance, barely four months after joining Forte Group in April 2015, Mandar achieved the highly coveted Million Dollar Round Table (MDRT) which is awarded to the TOP 6% in the world. He also earned awards like Top Advisor, Top Superstar and Producer of the Year in the same year.

Today, Mandar has over 100 clients and has achieved his 4th year MDRT. Today, Mandar’s professional role at Forte, is an extension of his personal conviction that proper financial planning is essential in helping one achieve his or her personal aspirations.

— Vision —

To provide a proven business model to propel aspiring individual towards success in the arena of wealth management

Why Me?

I believe in sharing what I know to improve the financial well-being of others. My approach is integrative and my relationships are always based on good ethics and trust. It’s no surprise that most of my clients are referred to me.

My clients include professionals like high net worth C-level executives, bankers, traders, risk managers, and chartered accountants. On the
other end of the spectrum, I also have clients who may have very little savings. Irrespective of a client’s earnings, I feel that financial planning is equally relevant and important.

Currently, my clients comprise a good mix of expats and locals.

Wealth Protection

•Family Income Protection

•Medical Insurance Planning

Wealth Creation / Accumulation

•Cashflow Management

•Planning for Children

•Retirement Planning

•Savings / Investment Planning

Wealth Distribution

•Estate Planning

•Legacy Planning

•Business Succession Planning

•Lasting Power of Attorney (LPA)

•Wills and Trusts

My Group

Our Mission

Making wealth management process Easy to understand, Implement and Manage via High level of Professionalism, Commitment and Competency

Awards & Gallery

What They Say…

  • Kar Cheng is one of the most thorough and capable advisors with whom my family and I have engaged. She is very much caught up with the latest news and implications on our portfolio, and comes very well prepared for every meeting with detailed options.

    - Robin L.Chief Digital Officer

  • Kar Cheng demonstrated high level of professionalism in her work. She had been a trusted and dependable financial planning advisor providing valuable investment insights and advice, always putting the client's interest first.

    - Loi Huat SimBusiness Development Director

  • Kar Cheng is very professional in her work. Her analysis on financial product is very objective. She does not exaggerate just to close sales, unlike many other financial advisors that I have met.

    - Thomas HC TanBusiness Operations Transformation Manager

  • When I seek for a financial advisor, I look for one who is credible in her field, trustworthy and considers my interest at all front rather than making a sale. I highly recommend KarCheng as she is very personal and dependable in genuinely helping to serve her client's needs. Her advice is always objective which allows me to make the right decision every time.

    - Sui Leng KhooVice President

  • You have definitely given us a peace of mind by offering not only your proficiency in financial planning but also your friendship. I want to take this opportunity to thank you for your professionalism, courtesy and hard work in making this business relationship such a success. It would be our pleasure to recommend your services to any one that requires similar assistance and expertise.

    - Chua Yean Cheng

  • I have known Andy since 1993 before he joined the Insurance industry. He is a very responsible, informative person who never fails to share his new knowledge with us. Keep up with the excellent and dedicated services you have rendered us.

    - Kamseinah Amat

  • I was referred to Andy back in 1997 by my colleague. I found him to be friendly, courteous and would always go the extra miles to suit his client’s convenience. I would highly recommend Andy to all my friends and families member.

    - Gloria Oei

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