Taking place on June 6, VWAS (Vietnam Wealth Advisor Summit) 2024 aimed to develop and connect a community of 250,000 advisors in asset management. The summit saw the participation of regulatory bodies and experts such as Truong Van Phuoc, former acting chairman of the National Financial Supervisory Commission, and Can Van Luc, member of the National Advisory Council on Financial and Monetary Policy and chief economist at BIDV.

This year’s summit also awarded trophies to organisations for good-quality financial service products. Among them, SHS was honoured for its outstanding financial brokerage services.

The voting process was conducted by reputable experts in the financial sector and the investor community. It showed objective assessments of SHS's efforts to bring reputable and quality securities products and services to the market.

The organising committee's evaluation criteria were based on investors’ main concerns in the stock investment process. Besides the consultants' professional expertise, the organising committee also evaluated their knowledge about macroeconomics, microeconomics, and different investment assets such as stocks, bonds, fund certificates, and real estate. A customer survey was conducted to review businesses’ trading platforms in terms of professionalism, simplicity, speed, and accuracy.

SHS is realising its goal to become a dynamic securities firm with world-class products and services. The company constantly upgrades its business processes towards an increasingly professional organisation, focusing on serving customers effectively and keeping abreast of market fluctuations.

“SHS channels its resources to build a team of enthusiastic, dedicated, creative, and experienced employees. As a result, we have the ability to provide financial solutions tailored to customer demands while ensuring transparency, safety, and high efficiency. SHS convenes comprehensive investment consultants to optimise asset management for customers," a SHS representative shared.

With its customer-centric approach and the commitment “taking customers' net asset growth as the driving force", SHS has recently unveiled the Margin TPLUS product with three flexible loan packages, namely T5, T7, and T10 with transaction fees starting at 0.08 per cent and an exempted interest rate timeline subject to each package.

With Margin TPLUS, investors can save a large amount of transaction costs thanks to preferential margin interest rates and superior transaction fees. The loan limit for each investor is up to VND5 billion ($196,521) with a diverse stock code list for lending. Customers can register to use the product on the digital platforms SHTrading or SHWeb quickly and conveniently.

Amidst wide fluctuations in the market in recent years, innovative products and services will encourage investors to hedge investments and maintain long-term benefits. SHS has provided timely brokerage consulting to customers, minimised damages, and taken advantage of the market rebound. As of present, SHS’s securities brokerage market share has jumped 30 per cent compared with the beginning of 2024.

In 2024, the SHS AGM approved a plan to raise charter capital from VND8.13 trillion ($319.5 million) to VND17.13 trillion ($673.3 million). After gaining approval from the state management agency, SHS has scaled up its operations to become one of the securities companies with the largest charter capital in Vietnam.

The development gives SHS a wing to improve the quality of its products and services while strengthening its capabilities for brokerage and asset management. Hopefully, SHS will return to the top 10 securities companies with the largest market share and the top five securities firms in the next few years.