Meet the Husband & wife team
Serving Across The Nation
SAM SANJEEVI & ANGEL OOI SHIN MING
Years as Public Mutual Unit Trust Consultants
Clients across the nation
Clients' Investments Under Our Management (RM) - Jun 2026
Both of us are Unit Trust Consultants and a husband-and-wife team. Since 2011 we have been specialized in investment & wealth management services and up to now, we are serving more than 700 clients. In 2017, we founded our team, S.A.M Agency.
We believe everyone can be financially free or achieve financial independence. This can be achieved when individuals are equipped with the proper education resulting in heightened awareness and financial literacy. And this is the objective we want to achieve through our role as a Unit Trust Consultant team.
Our passion is to help more Malaysians to be financially free. That’s how we hope to make a difference 😊
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Sam Sanjeevi
Agency Manager | Registered Financial Planner | ICF-Trained Solution-Focused Coach
I started from a humble background and aspired to build a business that would allow me to create a meaningful life and make a positive impact on others. Although I graduated as an Electrical & Electronic Engineer, I chose to pursue a career in the financial planning services industry in 2005 because it fulfilled my entrepreneurial aspirations.
To strengthen my professional knowledge, I pursued financial planning studies and was awarded the Registered Financial Planner (RFP) designation by the Malaysian Financial Planning Council in 2011.
In July 2011, I joined Public Mutual Berhad as a licensed Unit Trust Consultant and was promoted to Agency Manager in 2018. Over the years, I have been recognized as a Top Achiever, National Sales Convention and Overseas Trip Qualifier, as well as a recipient of Penang’s Top Agency Builder and Group Sales Awards.
In addition, I have completed ICF – certified Solution-Focused Coach Training Program Level 1 under Avidity International. This coaching approach enables me to better support individuals and teams in clarifying goals, unlocking strengths, and achieving meaningful results.
Areas of Specialization
• Unit Trust Investment Planning
• Private Retirement Scheme (PRS) Planning
• Retirement Planning
• Education Planning
• Personal Financial Planning
• Corporate Investment Planning
• Estate Planning
• Insurance Planning
• Recruitment, Agency Building, Training & Development
• Coaching and Leadership Development
I Am Passionate About
✔ Helping clients build sound financial plans for wealth accumulation, retirement, children’s education, and long-term financial security.
✔ Leading, coaching, and developing agency partners to achieve professional success and their desired life goals.
✔ Building long-term, trustworthy, and dependable relationships with the people I serve.
Languages
✔ English
✔ Mandarin
✔ Bahasa Malaysia
✔ Cantonese
✔ Hokkien
Beyond Work
I am a vegetarian who enjoys meditation, strength training, brisk walking, reading, hiking, and continuous personal development.
📲 Contact: +6016-484 1280
Feel free to call or text me. Thank you.
Angel Ooi Shin Ming
Agency Supervisor | Million Ringgit Producer | Unit Trust & PRS Consultant
Being passionate about educating and empowering others while aspiring to build a meaningful career independently, I began my entrepreneurial journey by operating a tuition centre in 2011. In May 2016, I joined Public Mutual Berhad as a licensed Unit Trust Consultant, marking the beginning of my professional journey in the financial services industry.
Over time, I discovered that helping individuals and families achieve their financial goals through investment planning was both meaningful and rewarding. As a result, I decided to pursue this profession full-time in 2018. In the same year, I was promoted to Agency Supervisor and was honored as Penang Branch’s Champion for Top New Unit Trust Consultant and Top New Consultant in EPF Sales.
As one of Public Mutual’s Top 10% Achievers, I have consistently qualified as a Million Ringgit Producer, National Sales Convention Qualifier, and Overseas Incentive Trip Qualifier since 2017. I was also privileged to receive Penang’s Top New Unit Trust Consultant Award in recognition of my achievements.
Areas of Specialization
• Unit Trust Investment Planning
• Private Retirement Scheme (PRS) Planning
• Personal Financial Planning
• Retirement Planning
• Estate Planning
• Recruitment and Agency Building
• Training and Development
I Am Passionate About
✔ Helping clients develop sound investment strategies to achieve their financial goals, prepare for retirement, fund their children’s education, and stay ahead of inflation.
✔ Guiding and supporting agency partners to grow professionally, achieve outstanding results, and create the life they aspire to live.
✔ Building long-term, trustworthy, and meaningful relationships with the people I serve.
Languages
✔ English
✔ Mandarin
✔ Bahasa Malaysia
✔ Hokkien
✔ Cantonese
Beyond Work
I am a vegetarian who enjoys meditation, strength training, brisk walking, swimming, hiking, reading, and movies. I strongly believe in lifelong learning, personal growth, and maintaining a balanced lifestyle.
📲 Contact: +6016-4742680
Feel free to call or message me. I look forward to connecting with you and supporting you on your financial journey.
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Frequently Asked Questions (FAQ)
Who are we?
We are a team of licensed Unit Trust & Private Retirement Scheme Consultants from Malaysia’s No. 1 Private Unit Trust Management Company, Public Mutual Berhad.
How long have we been in this industry?
We have been fully involved in the Unit Trust and Wealth Management Industry since 2010. Â
What do we offer?
Our primary services and solutions consists of:
- Investment Optimization Planning
- Retirement Planning
- Children’s Education Planning
- Short to Medium Term Investment Planning
- Life Goals Investment Planning
What specific product(s) do we offer?
The financial services & products we offer are:Â
1. Unit Trust Scheme (UTS) InvestmentÂ
2. Private Retirement Scheme (PRS) Investment
3. EPF Members Investment Scheme (EPF-MIS)
4. Systematic Investment Plan (SIP)Â
How can I join your team?
😊 We are recruiting aspiring and qualified talents to join our team. If you are interested to join us as a Public Mutual Unit Trust Consultant, pls check to see if you fulfilled the requirements below:Â
- Â MALAYSIAN who is above 21 years old with at least 3 credits in SPM or with any higher educational certificates such as Diploma, Bachelor’s Degree, and above.Â
- Able and willing to be coached and mentored. At the same time committed to learning by attending our online & physical training & workshops.
- Able and willing to search & have face-to-face meetings with prospective clients to help them with investment services. This includes providing ongoing long-term client advisory & servicing.Â
✅ If you have answered “Yes” to ALL the 3 requirements above, Congratulations! Feel free to let us know by sending a text or calling us directly 😃 We’re more than happy to help you come on board!
Contact Us Today
+6016-484 1280