A relationship on your terms.
Work with us the way you want.
Some believe you must choose between an online broker and a wealth management firm. At Helios Ventures, you don’t need to compromise. Whether you invest on your own, with an advisor, or a little of both — we can support you.
Portfolio Management
Managing portfolios and helping you to minimize risk by diversification of fund allocation, and enabling the customer to have greater capital gains using our specialized knowledge
Fixed Income consultation
Helping customers to choose lucrative and better-fixed income securities to invest in
Wealth management
Dedicated financial consultant to help reach your own specific goals
Investment advisory
A wide selection of investing strategies from seasoned portfolio managers
Smart portfolio
A revolutionary, fully-automated investmend advisory services
Equity Research
Performing fundamental and technical analysis as well as compiling initiation and sector update reports with regard to specific equity and sector coverage.