Puah Soon Lim, CFA

Co-Founder

Puah Soon Lim graduated from National University of Singapore with a Bachelor degree in Business Administration. He is also a CFA.

Soon Lim has more than 20 years of experience in the financial and investment industries, spanning from money broking, merchant banking, bond sales and trading, investment planning, insurance sales and management of a wealth management sales team. He works with both individual and institutional investors to provide customized advice on optimal asset allocation. His extensive experience and thorough knowledge in wealth management enables him to break down difficult concepts into easy-to-understand components.

Since 2008, Soon Lim has been participated actively in investment education and delivered a series of popular workshops, particularly on value investing.