Investing should be straightforward

• Tell us what you want to achieve
  Whether you want to retire in 30 years with $10 million, save for your children’s education, or simply build your wealth, we’ll build you a personalized financial plan and investment portfolios that reflect your preferences and that perform best in the current economic conditions.

• Invest
  Set up a standing instruction to help you stick to your plan, or invest here and there. Will you do monthly transfers of  $500 or $2,500? Or maybe start with a $50,000 one-time transfer? Mix it up. Whatever works for you works for us.

• Go ahead and live your life
  While you’re working, travelling, or sleeping, our system will be tracking economic data to look for opportunities to maximise your returns and manage your risk level for the medium to long term. That way, you’re always on track, no matter what is going on in the economy.

Investing should be personal
You have unique goals and preferences, so you shouldn’t have the same financial plan as your boss, auntie, and neighbours.

Investing should be intelligent
You aren’t buying into a fund with us. You’re getting your own portfolio with an asset allocation strategy designed just for you.

Advanced technology and data are the backbone of our investment strategy. With objective, efficient portfolio management, we put precision, protection, and peace of mind into every dollar you invest.

Investing should be cost-effective
Our management fee includes all transaction costs, rebalancing, automatic adjustments to optimise returns, and automatic portfolio protection. You’ll never be charged for opening an account, changing your plan, or changing your mind.

It’s what you and your money deserve.

Investing should be secure
We are licensed by the MAS with a CMS license that regulates us as both a fund manager and a financial advisor. We protect your money every step of the way, always keeping it in trust and custodian accounts.