The Smart Investor’s Resource Kit
Dear FAMI Investor,
Welcome aboard to FAMI!
I am very grateful that you have taken the step to take control of your financial future.
I feel proud and very much honored to have you as my client.
As a way of saying “Thank You” for trusting us with your investment, I created this Special Section, which I call PERA Tree VIP.
From here, you’ll have exclusive access to investment tools, educational articles, and practical tips… all of which are related to Personal Investing and Personal Finance.
You’ve read it correctly. A good portion of the resources referenced here are exclusively available to you and are protected from public viewers of the website.
In other words, if you are a client, you need to be logged in to be able to view the protected contents. You can do it using the Login Form shown below.
Exclusive contents are indicated by this icon. Please watch out for that.
So if you are VIP Client, please use the Login Form below to start viewing exclusive contents of this website.
I am your host, Carlos Velasco. Though, you probably know my name already.
Just to remind you, I am certified by the Securities and Exchange Commission as an Investment Solicitor. I work exclusively for the First Metro Asset Management, Inc ( FAMI ) as a Mutual Fund Advisor. That means you are dealing with someone who is legit and that both FAMI and the SEC recognize me as a mutual fund representative.
I’d like to echo what I used to say to my audience every time I conduct Client Presentations and Seminars:
And I am allergic to hype.
As your FAMI Mutual Fund Advisor,
my goal is to turn you into a
Smart, Confident and Fearless Investor!
I’ll be here to assist you and guide you throughout your investment journey.
Should you have any have questions or need for clarification, please feel free to reach out to me via email or SMS.
More blessings of success,
“Smart Investing For Smart People”
Your Treasure Chest of Investment Wisdom
VIP Login Form
Please login here to access exclusive contents.
New Client? Start Here:
- Guide #1: How to Deposit Your Initial Investment — Learn how to place your investment either online via MetrobankDirect or over the counter from any Metrobank Branch.
- Guide #2: FAMI Investor’s Portal Registration — This is an investment monitoring tool so you can track your fund value anytime, anywhere.
Miscellaneous Articles with VIP Contents
These articles are available to all clients.
VIP Silver (Total Investment: Between P 5k to P 500k)
VIP Gold (Total Investment: Between P 500k to P 1M )
- Gold articles to follow…
VIP Platinum (Total Investment: P 1M or higher)
- Platinum articles to follow…