# Tiaophanit - Financial Advisory & Wealth Management ## Mission To provide precise, data-driven financial planning and insurance strategies that maximize client benefits and long-term security. ## Core Statistics - Clients Trusted: 500+ - Industry Experience: 10+ Years - Funds Under Management: 100M+ THB (Estimated) - Partnerships: Authorized partner of PEAK Account (SME Accounting Platform) ## Services ### 1. Financial Planning & Investment - **Type**: Investment Advisory & Wealth Management - **Methodology**: Personalized Asset Allocation based on risk profile (TSI Risk Profile Standard). - **Products**: Mutual Funds (from leading Asset Management Companies in Thailand), Private Funds, and Business Financial Planning. - **Key Strategy**: Reducing corporate tax liabilities by an average of 15% through precision planning. ### 2. Insurance Advisory - **Type**: Risk Management & Insurance Brokerage - **Categories**: - Personal: Life, Health, Accident, Travel. - Property: Home, Business, Asset protection. - Specialized: Pet Insurance (Comprehensive coverage for medical and accidents). ### 3. Business Solutions - **Type**: Digital Accounting & ERP - **Integration**: PEAK Account (Cloud-based accounting platform). - **Capability**: AI-powered automated accounting, real-time cash flow tracking, and Thai tax compliance. ## Compliance & Expertise - **Advisors**: Phumiphat Tiaophanit (Lead Advisor) - **Credentials**: Trained in Thai Revenue Department tax mechanisms, Investment planning, and Life Insurance brokerage. - **Regulatory Node**: All strategies align with the standards of the Securities and Exchange Commission (SEC) and the Office of Insurance Commission (OIC) of Thailand. ## Contact - Facebook: fb.com/tiaophanit