About Us

Our Story

Malaysian Stocks Investment Advisory was founded in 2008 by a group of finance professionals who recognized the untapped potential of the Malaysian equity market. What began as a small consultancy with just three advisors in a modest office in Kuala Lumpur has grown into a comprehensive investment advisory firm with over 45 professionals serving clients throughout Southeast Asia and beyond.

Our journey started during the global financial crisis – a challenging time that tested financial markets worldwide. While many saw only risk, our founders recognized opportunity, particularly in Malaysia's resilient economy with its strong fundamentals and regulatory framework. They believed that investors with the right guidance could not only weather market volatility but could thrive through strategic positioning in Malaysian equities.

In our early years, we focused on research and building analytical frameworks specifically tailored to the Malaysian market. By 2012, our client base had expanded significantly as our track record of outperforming benchmark indices drew attention from both individual and institutional investors. This growth enabled us to enhance our service offerings and deepen our expertise across various sectors of the Malaysian economy.

The launch of our educational division in 2015 marked another milestone in our development. We recognized that successful investing requires not just professional guidance but also investor understanding. Through workshops, webinars, and published research, we've helped thousands of investors develop the knowledge and confidence to make informed decisions about Malaysian stocks.

Today, we stand as a leading authority on Malaysian equity investments, combining rigorous analysis with personalized service to help our clients navigate the complexities of the Malaysian stock market. Throughout our growth, we've maintained our founding principles: integrity in all client interactions, research-driven investment approaches, and a commitment to long-term client success.

The foundation of Malaysian Stocks Investment Advisory

Our Mission & Values

Team meeting discussing Malaysian investment strategies

Our Mission

To empower investors with the knowledge, strategies, and opportunities to achieve their financial goals through intelligent participation in the Malaysian equity markets. We strive to be the bridge connecting global capital with Malaysia's economic growth story, benefiting both our clients and the broader Malaysian economy.

Our Core Values

Research Excellence

We maintain unwavering commitment to rigorous, fact-based research. Our investment recommendations are founded on comprehensive analysis of company fundamentals, market dynamics, and macroeconomic factors specific to Malaysia. We continuously refine our methodologies to ensure our insights remain relevant and valuable.

Client-Centered Approach

We recognize that each investor has unique goals, risk tolerances, and time horizons. Our advice is never one-size-fits-all; instead, we tailor our recommendations to align with each client's specific financial objectives and circumstances. We measure our success not by transactions but by long-term client outcomes.

Integrity & Transparency

We uphold the highest ethical standards in all client interactions. We are transparent about both opportunities and risks in the Malaysian market, providing balanced perspectives that enable informed decision-making. Our fee structures are clear and straightforward, with no hidden costs or conflicts of interest.

Educational Empowerment

We believe in equipping our clients with knowledge, not just recommendations. Through regular communications, educational resources, and personalized consultations, we help investors understand not just what to invest in but why. This educational approach fosters more confident, engaged, and ultimately successful investors.

Cultural Competence

Our deep understanding of Malaysia's business culture, regulatory environment, and economic dynamics gives us insights that purely quantitative analysis might miss. We leverage our local expertise and connections to identify opportunities and risks that foreign investors might overlook, adding substantial value to our clients' investment decisions.

Leadership Team

Meet the experts guiding our Malaysian investment strategies

Dato' Ahmad Zulkifli

Chief Executive Officer

With over 25 years of experience in Malaysian financial markets, Dato' Ahmad brings unparalleled insight to our firm. His career spans roles at Bank Negara Malaysia, Maybank Investment, and as an advisor to several Malaysian public companies. A graduate of Harvard Business School and Universiti Malaya, Ahmad leverages his extensive network and deep understanding of Malaysian business culture to identify unique investment opportunities.

Dr. Michelle Tan

Chief Investment Officer

Michelle leads our investment strategy and research team with distinctive analytical precision. Her background includes quantitative analysis at Goldman Sachs and equity research at CIMB Securities. She holds a Ph.D. in Financial Economics from London School of Economics and has published several papers on emerging market valuation models. Michelle's data-driven approach has been instrumental in our firm's consistent outperformance of benchmark indices.

Rajesh Murthy

Head of Client Relations

Rajesh ensures our clients receive personalized service that addresses their unique investment needs. With 15 years in private banking at Standard Chartered and UBS, he excels at translating complex investment strategies into clear guidance for clients. Rajesh holds an MBA from INSEAD and is a Certified Financial Planner. His multicultural background and fluency in four languages make him particularly effective in serving our diverse international client base.

Nurul Huda binti Abdullah

Research Director

Nurul leads our company research initiatives, specializing in fundamental analysis of Malaysian public companies. Her prior experience includes equity analysis at Permodalan Nasional Berhad and corporate finance at Petronas. Nurul holds a Master's in Finance from University of Melbourne and is a CFA charterholder. Her deep connections within Malaysian corporate circles provide valuable insights that enhance our investment selection process.

Our Achievements

Milestones that define our success in Malaysian investment advisory

01

Award-Winning Research

Our Malaysian equity research team has been recognized with the "Best Investment Research" award by the Malaysian Investment Network for three consecutive years (2020-2022). Our sector reports on Malaysian technology and plantation sectors are regularly cited in financial publications across Southeast Asia.
02

Consistent Performance

Our flagship Malaysian equity portfolio has outperformed the FTSE Bursa Malaysia KLCI index by an average of 4.2% annually since inception. Through multiple market cycles, including the 2020 pandemic, our disciplined investment approach has delivered superior risk-adjusted returns for our clients.
03

Growing Client Base

From an initial client base of 15 high-net-worth individuals, we now serve over 2,800 clients across 18 countries. Our institutional clients include family offices, pension funds, and asset managers with combined assets under advisory exceeding USD 3.5 billion in Malaysian equity allocations.
04

Educational Impact

Our Malaysian investment workshops and webinars have educated over 12,000 individual investors since 2015. Our digital learning platform now hosts more than 50 courses specifically focused on various aspects of investing in Malaysian equities, from beginner to advanced levels.
05

Industry Recognition

Our team members regularly appear as expert commentators on Malaysian business news channels and contribute thought leadership articles to major financial publications. Our CEO serves on the advisory board of the Malaysian Financial Planning Council, helping shape industry standards and practices.

Client Testimonials

What our clients say about their Malaysian investment journey with us

The team's deep knowledge of Malaysian small caps has transformed my portfolio performance. Their research identified several growth companies that I would have never discovered on my own. What impresses me most is how they combine quantitative analysis with on-the-ground insights about Malaysian business culture and market dynamics. Their educational approach has made me a more confident investor in Southeast Asian markets.

James Wong

Private Investor, Singapore

As a family office managing multi-generational wealth, we value the disciplined approach Malaysian Stocks brings to their investment process. Their team has helped us navigate Malaysia's market nuances, from political considerations to sector-specific regulations. The detailed quarterly reports and personalized briefings give us tremendous confidence in our Malaysian equity allocations. Their Shariah-compliant portfolio options have been particularly valuable for our specific requirements.

Siti Nurhaliza

Family Office Director, Kuala Lumpur

Our fund has allocated capital to Malaysian equities for over a decade, but partnering with Malaysian Stocks has significantly enhanced our returns and risk management. Their sector rotation strategies and timing recommendations have been particularly valuable. The team's accessibility is remarkable – we can always reach our dedicated analyst when market conditions change or when we need to discuss specific Malaysian companies. Their insights go far beyond what's available in standard research reports.