VinaCapital is proud to be a trusted partner of thousands of individual and institutional investors throughout more than two decades of operation in the Vietnamese market.

We serve a diverse client base, including leading corporations, international pension funds, banks, insurance companies, as well as successful entrepreneurs and individual investors seeking sustainable growth opportunities in one of Asia’s fastest-growing economies.

We understand that behind every investment lies a hope – for peace of mind, asset growth, or a secure financial future for the next generation. That is why VinaCapital is committed to delivering tailored investment solutions, flexibly designed to meet the specific financial needs and risk appetite of each client.

Transparency, professionalism, and performance are the core values we uphold in every investment relationship. We build trust based on tangible results, dedicated service, and unwavering support from the beginning until our clients achieve their financial goals.

Our clients’ satisfaction and loyalty are the clearest proof of VinaCapital’s management capabilities and long-term vision.

In our growth journey, we don’t just manage assets – we co-create value with our clients, share in their successes, and contribute positively to the sustainable socio-economic development of Vietnam.

1. General information

2. Asset Status

• No house or car ownership 

• Husband’s current net monthly income: 50 million VND

• Wife’s current net monthly income: 20 million VND

• Savings account balance: 1 billion VND

• Other assets: None  

• Monthly savings: 44 million VND

3. Investment Goals 

Purchase a real estate property in District 2 within the next 2 years, with a financing plan of 70% mortgage over a 20-year term. 

Accumulate a savings fund of 22 billion VND by the time the husband reaches the age of 60, intended for retirement purposes. 

Secure sufficient capital to cover tuition fees for their daughter to attend RMIT University.  

4. Risk tolerance

5. Investment Experience

Have experience in investing in basic securities.

Have built their own initial investment portfolios but have not diversified and optimized asset allocation.