Wealth Manager
MAS Rep No: DLM300047961
Languages: English, Mandarin
Industry Experience: 6 years
Unit Trust
Also known as Mutual Funds, provides investors access to qualified professionals to help them manage their money
Life Insurance
Protect yourself while being able to provide a sum of money when the policy matures
Other Specialties
SMART Park
An excess funds facility that manages your idle cash into money market fund to help you maximise your investment opportunities
SMART Portfolio
Simplify your investing experience with our robo-advisory that matches a best-fit portfolio based on your online risk analysis
JY
Client
May 2023
David
Client
May 2023
Samuel
Client
Aug 2022