Your Life. Your Goals. Our Roadmap.

Holistic Financing Planning

Risk Profiling
Investing with confidence begins with self-awareness.

Risk profiling helps you understand how much risk you can realistically take based on your income, goals, mindset, and life stage. This step ensures that your investments match both your comfort level and financial objectives.

At Wealth Batah, we guide you through a structured assessment to build a portfolio that feels right and performs well.

We Help You
Identify your risk capacity and tolerance
Align investment strategies with your profile
Avoid overexposure to volatile products
Review and recalibrate as your life evolves

Know yourself, know your investments. That’s how strong portfolios are built.





Emergency Fund
Financial safety begins with readiness.

An emergency fund protects you from the unexpected job loss, medical costs, or urgent repairs. It gives you peace of mind without disturbing your long-term investments or plans.

At Wealth Batah, we help you set up a reliable buffer tailored to your lifestyle and responsibilities.

We Help You
Calculate how much you need to set aside
Choose liquid, low-risk instruments for easy access
Build the fund gradually without straining your budget
Maintain it with periodic reviews and top-ups

Be ready for life’s surprises. A strong emergency fund keeps your goals on track.






Estate Planning
Your legacy deserves clarity and care.

Estate planning is about making sure your assets go where you intend, with minimal stress or confusion for your loved ones. It brings order, protection, and peace of mind to your financial legacy.

At Wealth Batah, we help you plan thoughtfully and act decisively.

We Help You
Structure wills and asset nominations properly
Coordinate with legal and financial professionals
Plan for wealth transfer and family support
Keep your estate documents current and organized

Protect your legacy, provide for your family, and pass on your values with confidence.