We may be digital, but we still have that personal touch

Your portfolio should be as unique as you are

That’s why we take the time to learn about you and what you want to achieve.

Portfolios designed and managed specifically for you to reach your goals

Retirement

Investment Plan considerations

We will build a portfolio so that you can earn the income you need for retirement. If you don’t know how much money you’ll need, we can help you figure that out. We take into consideration what you anticipate you’ll need for your monthly income, your monthly CPF payout and any other contributions, when you want to retire, your current income, and your risk tolerance.

62%

Growth

38%

Protective

Portfolio factors:

Long-termProgressive

Buy a home

Investment Plan considerations

Buying a home is a big investment. Let us know when you want to buy, what type of home, and how much you want to pay as a downpayment, and we’ll build an investment portfolio that will prepare you financially to buy the home of your dreams.

47%

Growth

53%

Protective

Portfolio factors:

Mid-termConservative

Child’s education

Investment Plan considerations

Providing the best education for your child just got easier with our education portfolio. We’ll help you calculate what you should save for primary school, or for university, in Singapore, or abroad. So whether your child wants to study in Singapore to become a doctor, or in the US to become an astronaut, you’ll be able to help them achieve their dreams.

51%

Growth

49%

Protective

Portfolio factors:

Short-termModerate

General investing

Investment Plan considerations

If you already know your target risk-and-return profile, you can quickly set up a general investing portfolio to grow your wealth in a cost-efficient, intelligent way.

64%

Growth

36%

Protective

Portfolio factors:

Mid-termAggressive

Invest at your convenience

Personal investing means convenient investing. Simply log in to your account on any device to check your balance, adjust your portfolio, or even make withdrawals.

No appointments, no hassle.

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