Chocolate Finance
Intake Consultation with Chris
A personalized conversation to understand your financial goals and help you discover if Chocolate Finance is right for you
Hello! I'm Chris
I'm here to help you explore Chocolate Finance and understand if it's the right fit for your financial goals.
đĻ MAS Regulated
Chocolate Finance is a regulated fund manager licensed by the Monetary Authority of Singapore.
đ Secure & Confidential
Your financial information is private and secure. Client funds are held in segregated custody accounts.
âąī¸ Consultation Duration
This conversation typically takes 10-15 minutes. There's no pressure - take your time with each question.
Important: This is an intake consultation. Investments are not guaranteed and involve market risk.
Regulated & Licensed
Licensed by MAS, with client funds held in segregated custody accounts for your protection.
Better Yields
Earn better returns than typical bank savings through low-risk market instruments.
Personalized Guidance
Chris asks thoughtful questions to understand your goals, timeline, and risk comfort.
What to Expect
Understanding Your Goals
Chris will ask about your financial objectives, timeline, and what success looks like for you.
Risk Comfort Assessment
We'll explore your comfort level with market fluctuations and investment experience.
Thoughtful Conversation
Chris asks one question at a time, giving you space to think and respond at your own pace.
Personalized Recommendation
At the end, Chris will summarize your profile and provide guidance on whether Chocolate Finance fits your needs.