About Us

Toapz Financial is a licensed corporation for Type1 (dealing in securities) and Type 2 (dealing in future contracts) regulated activities under the Securities and Futures Ordinance (CE Number: BAA079), and exchange participant of the Stock Exchange of Hong Kong Limited.

Strategic Portfolio Management

By implementing an in-depth analysis, we customize the most suitable investment scheme for our clientele. You will be able to adopt various futures and options strategy, short put options and call options to receive options premium, enhance the utility of fund by means of leverage effect; you can also purchase fixed income product, such as bond, to generate a regular cash flow. We apply the investment strategies and techniques used by large institutional investors to your personal portfolio, and manage you wealth in the most professional manner.

Risk Management and Investment Education

The application of full range of financial instruments will effectively hedge the risk of the investment portfolio and reduce the loss when market reversed. Different financial instruments will be introduced to our clientele in a patient and detailed manner. We dissect the pros and cons as well as the real world application of these products; we assist our clientele to build up a thorough understanding of the financial market.

Ethics

We promise to maintain the highest ethics standard and create long run profit to our clientele. We abandon the market norms of setting commission target to our frontline staff. The only goal we pursue is to give best care to our clientele and safeguard their wealth.