Whitman Independent Advisors
Murtiraoo Soorianarayanan is an accomplished financial professional with a diverse background in financial planning and learning and development. Currently serving as a Capital Markets Services Representative at Whitman Independent Advisors since July 2023, Murtiraoo provides comprehensive financial planning services to help professionals achieve their financial goals. Murtiraoo has also held the position of Life Planner at AIA Malaysia since September 2021. Previous roles include Learning Development Manager at Conduent, Learning & Development Manager at Xerox Business Services Malaysia Sdn Bhd, and multiple leadership positions at Affiliated Computer Services. Murtiraoo holds a Bachelor's Degree in Business Administration from University Tun Abdul Razak and is a Registered Financial Planner from the Malaysian Financial Planning Council.
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Whitman Independent Advisors
Whitman Independent Advisors Sdn. Bhd. 200001023419 (526027-A) Whitman Independent Advisors was established in 2000 (4 years before financial planning license was introduced in Malaysia) by Yap Ming Hui with a bold vision to revolutionise the financial services industry by offering fee-charging financial planning services—an idea that was relatively unfamiliar at the time. Unlike conventional financial institutions that employ a one-size-fits-all product pushing approach which causes unnecessary financial wastage for consumers, Yap firmly believes in the value of holistic financial planning. This comprehensive approach offers an accurate assessment of an individual's financial situation and provides tailored solutions to help them achieve their desired financial outcomes. During its early years, Whitman primarily served high net worth clients, including influential PLC owners. However, a serendipitous encounter with a single mother in need of impartial financial guidance proved to be a transformative moment. This encounter served as a powerful catalyst for Whitman to expand its services and venture into the middle-class market. Yap saw an opportunity to shape a future where vast majority of Malaysians, guided by fee-charging financial planners, can avoid costly financial mistakes, capitalise on opportunities to optimise their hard-earned assets, and ultimately increase their likelihood of achieving financial freedom. Over the years, Yap has played an instrumental role in educating thousands of Malaysians about the importance of engaging a financial planner to optimise their financial wealth. Today, Whitman proudly stands as the leading fee-charging financial planning firm, overseeing more than RM4 billion of clients' wealth.