Area of Concerns
- Life Takaful (Hibah)
- Income Replacement
- Medical Coverage
- Home MLTT
- Education Savings
- Retirement Planning
- Employee Benefit
- Corporate & Business
- Career Opportunity
- Others
Menu
Go from Wishful To Impactful.
Start Building Your Financial Fort Now!
About Me
Hello there!
I’m Putri, a mother and a Takaful & Islamic Wealth Advisor who is committed to empower as many individuals, families and businesses as possible to be financially strong, and to thrive at every stage in life.
With insightful years of experience and expertise, I’m always ready to add value and work with dutiful families, professionals and entrepreneurs who care enough to protect what’s important for them.
What brings me here?
First, I lost my advisor who left me to wonder alone with little to no idea about my coverage.
Second, I lost my father when he collapsed due to stroke one day and left us for good the next morning. Consequently, I had to take charge of his estate administration process which is neither simple nor fun.
These two incidences opened my eyes on the lack of awareness in general and the gap in professional advisory services. How come something of high importance and core in life is not given enough care?
I chose to be the change I wish to see and become part of the solution.
Years later, here I am putting my heart and mind, committing to the big mission to #Save1000Lives with my advisory team prokaizen.my
which I co-founded with my life partner, Dr Nabil Daud
Portfolio Under My Care
Total Sum Covered
RM
1
Million
Total Certificates
1
Total Claim Count
0
Total Claim Amount
RM
0
To date, I have guided hundreds of individual & corporate clients to build up comprehensive Financial Protection & Wealth portfolios through need-based approach and Syariah Compliant solutions.
- Life Protection with Hibah benefit
- Legacy Planning
- Income Replacement
- Critical Illness Coverage
- Medical Coverage
- Prenatal Coverage
- Cancer Coverage
- Business Protection
- Housing Loan MLTT
- Retirement Planning
- Private Retirement Scheme
- Education Savings
- Corporate Employee Benefit
START PLANNING FOR YOUR FINANCIAL SUCCESS NOW
1
Set A Consultation
2
Discuss Goals & Analyze Needs
3
Get Personalized Proposal
4
Set Planning Inforce
Career Milestones
2018
Licensed as a Takaful advisor
Authorized representative of AIA Public Takaful Berhad
2019
Million Dollar Roundtable
(MDRT)
2020
Court of the Table
(COT)
2021
Million Dollar Round Table
(MDRT)
2022
Million Dollar Round Table (MDRT)
National Speaker
2023
Supreme Million Dollar Round Table (MDRT)
MDRT Advisor
National Speaker
2024
AIA Certified Fincoach Practitioner
2024
AIA Master Trainer
2024
Speaker, Malaysia MDRT Day Malaysia
MDRT MCC
MDRT (Million Dollar Round Table) The Premier Association of Financial Professionals®, is a global, independent association of the world’s leading life insurance and financial services professionals from more than 700 companies in 80 nations and territories.
You're in the right place if
You want freedom and flexibility: Financial freedom allows you to have more choices and control over how you spend your time and resources.
You want security and peace of mind in your personal finances. A well-planned financial strategy alleviates stress and helps you to focus better on personal well-being, relationships and achieving your dreams!
You want security and peace of mind when it comes to your personal finances.
A well planned financial strategy alleviates stress and helps you to focus better on personal well-being, relationships, and achieving your dreams!
Area of Expertise
LIVING BENEFITS
(Total Health Solution)
- Income Replacement
- Comprehensive Critical Illness Coverage
- Medical Coverage
- Prenatal and Babycare coverage
- AIA Vitality membership
LEGACY PLANNING
(Total Wealth Solution)
- Life Takaful coverage with Hibah option
- Inheritance & Pusaka Planning
- Family Future Fund
- Debt Cancellation
- MLTT for House Loan
BUSINESS & CORPORATE SOLUTIONS
- Business Protection Planning
- Keyman coverage
- Employee Benefits
SAVINGS
DIVERSIFICATION
- Retirement Planning
- Children Education Savings
- Private Retirement Scheme (PRS)
Heartfelt Testimonials: Stories of Satisfaction from Happy Clients
MISSION 2024:
Empowering #100RinggitReadyLadies
As a mother, it’s my personal calling to keep on educating & empowering as many brilliant women as possible to be financially prudent, well-prepared and ready to live their best at every stage of life. Make the most of it because WE CAN!!
Whether you are slaying the corporate world or civil service, running your own business empire or queening at your own thing, every lady deserves FINANCIAL SUCCESS!
What we learn & do now will be exemplary to the next generation of girls – our daughters and sisters.
So let’s do our best and work together to bring you closer to your financial goals.
For every vision you have in mind, I am here to put it into effective planning and protect your best interest. Be the 100 ladies to be #RinggitReady starting this year!!
Kaizen Your Finance!
LET’S GO FROM WISHFUL TO BECOMING IMPACTFUL
Planning and building your financial fort shouldn’t be confusing or overwhelming.
Schedule a Discovery Session with me to gain clarity on your true value, needs and goals.
Take charge of your financial health now!
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