StashAway Reserve is a private wealth management offering designed only for Accredited Investors. With Reserve, clients can access private equity, venture capital, angel investing, crypto, and choose from a wide range of wealth advisory services.

To become a Reserve client, you have to register as an Accredited Investor and invest $250,000 SGD with StashAway, or intend to have at least that much invested within 6 months from when you express your interest to a Wealth Advisor. This amount can be in any of StashAway's portfolios, and it includes your future commitments to Reserve private market investment options.

The minimum amount you need to invest to be a Reserve client is $250,000 SGD. This amount can be in any of StashAway's portfolios, and includes your future commitments to Reserve private market investment options.

Once you’re verified as an Accredited Investor, you’ll have a 6-month grace period to invest at least $250,000 SGD. Throughout this grace period, you’ll have access to try Reserve’s offering.

We’ll remind you to invest more in order to meet the required minimum of $250,000 SGD. If this minimum is not met within 6 months, you’ll lose access to Reserve, which includes the ability to make new Reserve private market investments.

Note that the required minimum refers to the higher amount of either net deposits or total assets (value of portfolio).

Net Deposits (SGD)	Total Assets (SGD) (Value of Portfolio)	Meets Required Minimum?
$250,000	$200,000	Yes
$200,000	$250,000	Yes
$240,000	$240,000	No

For example, if you have deposited $250,000 SGD with StashAway, but your total assets drop to $200,000 SGD due to market fluctuations, we would still refer to the higher amount, which is your net deposits.

Similarly, if you have deposited $200,000 SGD, but your total assets have grown to $250,000 SGD, we would refer to the higher amount, which is your total assets (value of portfolio).

Once you become a Reserve client, you’ll be assigned a Wealth Advisor whom you can reach out for consultations at any time via Whatsapp, email or phone.

Additionally, you get dedicated consultations with your Wealth Advisor.

Wealth discovery session - we’ll get to know you and your financial picture so that we can come up with the right next steps.

In this 1-hour chat, we’ll discuss:

• Your current financial situation - including income, savings, investments, and other components that make up your financial picture
• Your short-term and long-term financial goals and objectives
• Any preferences or hopes you have for your investments
• Risk profile assessment
• And anything else that you think might be relevant

A holistic financial planning session - we'll build and create a financial plan over two sessions.

What we’ll go over in your 6-month review:

• Your portfolio’s performance
• Any changes that came up recently that could impact your portfolio strategy
• The progress you’ve made towards your goal(s)
• Any additional opportunities for your portfolio