![]()
Tell us a little bit about your business.
My business involves investment consultancy, and I employ qualitative and quantitative analysis to help assess each individual client’s needs in order to plan bespoke financial solutions for each unique client. I personally deal in derivatives investments and have created a steady income stream based upon my performance for the past 7 years.
As a business owner, what are your top three priorities?
- Creating a scalable business built upon efficiency that ultimately results in effectiveness.
- Focussing on the needs and wants of clients.
- Ensuring consistent portfolio performance in the long-term
How did you get your idea or concept for the business?
My business has been around for a long time, and I have mostly dealt in derivatives investments for the past 7 years, but only recently have I partnered and joined AIA investments.
Is this where you thought you would end up?
Yes, as a child I have always been intrigued by the world of finance and always knew that I would one day be helping others achieve their financial goals.
What’s one thing you see small business owners failing to do?
Patience. They fail to be patient in seeing results and want the results to come immediately.
If you could achieve just one goal in the next 12 months, what would it be?
It would be creating a scalable business so that I committing to this business for the long haul.
How long have you been a Servcorp client, and what has impressed you the most about our service?
I have been a Servcorp client for 6 months and what has impressed me the most is the proactive approach to addressing the needs of their clients.
What has been the biggest benefit you’ve experienced as a result of working with Servcorp?
Getting to know other businesses in Servcorp as well as enjoying a professional and conducive working environment.
What’s an accomplishment that you are most proud of?
I’m proud of living an independent life and having the financial freedom to live life according to my terms.
If you had one piece of advice to someone just starting out, what would it be?
Do not be afraid to make mistakes and go against popular opinion. Nobody has ever achieved success playing it safe.
LinkedIn: https://www.linkedin.com/in/james-lim-530878138/
Back to blog
