The 4 Best Financial Advisors in Vietnam for Wealth and Investment
It can be really challenging to manage our finances, especially if we don’t have much knowledge about it. Among all the possibilities and options that are hard to understand, it’s easy to get overwhelmed.
But if you’re really serious about making smarter choices with your money and you can’t afford to fail, it would be best to rely on financial advisors in Vietnam. They can help you manage your finances properly, avoid costly mistakes, and plan for a secure future.
So, whatever your financial needs or goals are, these advisors can help set it up for you.
How much do financial advisory services cost in Vietnam?
Financial advisory fees in Vietnam often cost between 1 million VND and 3 million VND annually. Some firms charge a commission fee of 1% per transaction.
1. Deloitte Vietnam
Address: Diamond Park Plaza, 16 P. Láng Hạ, Thành Công, Ward, Hà Nội
Phone: +842471050000
Business hours: Monday to Friday, 8:30 AM–5:30 PM
Website
Deloitte is one of the biggest names globally, including in Vietnam, where they have over 34 years of experience and offices in Hanoi and Saigon.
It’s a large company with a wide array of services, including audit & assurance, risk & transactions, technology, and more.
In terms of financial advisory, they mostly cover M&A support, financial due diligence, financial risk management, and more.
The biggest advantage of Deloitte is that, due to its size and international network, it brings in global best practices with local insights. The company’s name also means credibility with banks, investors, etc.
Although the company seems to be more business/corporate-focused, so if you’re looking into personal wealth planning, smaller firms might be a more suitable choice.
Excellent
“Excellent firm with excellent services.”
Minh Bui Duc, Google Reviews
2. Forvis Mazars
Address: Viet Dragon Tower, 141 Nguyễn Du, Phường Bến Thành, Quận 1, Hồ Chí Minh
Phone: +842838241493
Business hours: Monday to Friday, 8:30 AM–5:30 PM
Website
Forvis Mazars is another globally known company with branches in Vietnam that has been operating since 1994. They offer accounting, payroll, advisory, consultancy, and other services for a range of markets and sectors.
On the financial advisory side, their team of experts will assist clients through possible financial challenges. They tailor the guidance they provide to suit any client, whether it’s a multinational corporation, a small business, or a private equity investor.
These financial advisory services help clients navigate through various sectors such as deals, financing, and crisis & disputes.
Overall, Forvis Mazars is great for businesses that want a lot of support across many areas. However, they might cost more than other local firms.
Great
“My mom works here, and she gives the best advice ever. 100% recommended!”
Sam, Google Reviews
Recommend
“Great company!”
Than Thao Nguyen, Google Reviews
3. FIDT
Address: Hà Phan Building, 17-19 Tôn Thất Tùng, Phường Phạm Ngũ Lão, Quận 1, Hồ Chí Minh
Phone: +841900988908
Business hours: Monday to Friday, 8:30 AM–12 PM, 1–5:30 PM
Website
FIDT is a Vietnamese firm that offers comprehensive consulting and advisory services in finance and wealth, focusing on individual planning and management, and helping clients plan for their future.
FIDT’s services are suitable for all customers with two or more types of assets.
Basically, what they do is help clients check how healthy their finances are, build a personalized financial plan, discuss investment and retirement options, and provide ongoing support afterward.
This ongoing support includes a regular “financial health check,” legal advisory, and even an option for training for company clients.
So, if you want a firm that can walk you through the process step by step, help you build a plan, and monitor it, FIDT is a strong choice.
FIDT – A reliable companion on the journey to building sustainable personal finances
“I learned about FIDT through a friend who works in the financial industry, and really, this is one of the wisest decisions when choosing a companion to plan personal finances in a methodical, strategic and in-depth way. After a while of companionship, I can affirm that FIDT is not just a financial consulting company, but a trustworthy, professional, and humane companion. For anyone looking for a reputable organization to start their journey to mastering personal finance in a sustainable and smart way, I fully encourage you to learn about and experience the services at FIDT.”
Minh Anh Ho Nguyen, Google Reviews
Trustworthy
“I am very impressed with the professionalism of the staff at FIDT. From receiving information to the consulting process, everything is done methodically, conscientiously and clearly. The financial consultants here not only have high professional qualifications but are also always ready to listen and understand customers’ needs to provide appropriate and optimal solutions. FIDT is truly a trusted financial partner for those who are looking for peace of mind and sustainable companionship in their personal financial management and effective investment journey.”
Vy Do, Google Reviews
4. Infinity Financial Solutions
Address: Unit 901, 9th Floor, Coalimex Building, 29-31 Đ. Đinh Bộ Lĩnh, Street, Bình Thạnh, Hồ Chí Minh
Phone: +842835111568
Business hours: Monday to Friday, 8 AM–5 PM
Website
Infinity Financial Solutions’ services are geared towards expats or individuals who need guidance in personal and business financial planning.
It’s a multi-awarded firm that helps clients with comprehensive financial planning to ensure financial freedom.
While they also help business and corporate clients, their financial advisory services, in particular, are only geared towards individuals looking for a private wealth advisor.
The firm’s financial advisory services provide helpful advice to clients regarding retirement, investment opportunities, investment strategies, and many more. The advice they provide is tailored to every client’s financial goals.
Infinity Financial Solutions provides a step-by-step guide to help clients realize their current financial situation and determine the possible opportunities so they can grow their assets.
Robin was a joy to work with!
“As someone with very basic financial knowledge, he was wonderfully patient and asked in detail about my future plans. Despite how unsure my future is, he accounted for pretty much every possibility with great flexibility, and I feel much more secure with my finances now. Highly, highly recommended!”
Kitty Lai, Google Reviews
Great
“It’s been an incredibly seamless and insightful process. Adon has been very good about explaining each step of the way and provides balanced and thoughtful advice. Looking forward to working together for years to come.”
Devin Frankland, Google Reviews