Our Services

Our Holistic approach ensures that you are advised on every stage of your life.

Securities
Insurance
Unit Trust
Managed Account

Securities

POEMS Account Opening

Open a POEMS account with different account type for your trading and investment needs

Share Builders Plan

Build a portfolio of shares using Dollar Cost Averaging method to capture all market volatility with as low as $100/month

Smart Park

Is your cash waiting for the next investment opportunity? Use Smart Park to park your cash in our Phillip Money Market Fund to enjoy better rates in SGD and USD

Insurance

Life Insurance

Managing risk of unforeseen circumstances is part of holistic financial planning. With over 10 life insurer partners, we provide you a wide range of solutions to address all your financial planning needs

General Insurance

With over 24 partners to choose from, we can cover all general insurance needs such as home, motor, travel to commercial insurance

Phillip @ Work

Leverage PhillipCapital’s platforms to provide insurance and investment solutions for your business management needs, whether you are a SME or MNC, we can provide a wide range of services in a holistic approach

Unit Trust

Advisory Wrap

Need professional advice to manage your Unit Trust portfolio? With over 3000 funds to choose from, our professional consultants can help craft a portfolio that meets your investment objective while addressing your risk tolerance.

Regular Saving Plan

Build a portfolio of Unit Trust using Dollar Cost Averaging method to capture all market volatility with as low as $100/month

Dividend Portfolio

Leave your Unit Trust portfolio in the hands of trained fund managers, with a selection of customised solutions with focused objectives.

Discretionary Portfolio Management

Managed Account

Leave your portfolio in the hands of trained fund managers, with a selection of customized solutions with focused objectives.

Smart Portfolio

Start your wealth accumulation journey by selecting one of our expertly managed portfolio, based on your risk appetite and time horizon, with as low as $300 per month.

Customised Portfolio

Need a bespoke service that tailors to your investment objectives? Create your own customized portfolio with our experienced fund managers

Meet Our Team

Branch Review

Jarius CheongJarius Cheong
08:05 16 Oct 23
Doreen is kmowlegable and extremely helpful.Excellent service.
The staff Jk and Wilson doing the introduction about investing very good .
Sinzer leonhartSinzer leonhart
09:02 01 Feb 23
Wilson was very helpful to inform me about the health screening campaign and was patience in guiding me how to operate the app correctly. It was a fuss free experience! Kudos to Wilson if you get to see this!
Ivy ChiangIvy Chiang
14:17 28 Nov 22
Am really glad to have engaged Wilson’s services and sought his advice! He’s patient; willing to listen to what I have in mind and asked me really tough questions to get me thinking! Having him take care of my portfolio gives me security!
Kong Weng HoKong Weng Ho
01:21 17 Nov 22
Wilson Lee is very helpful in assisting me, and a friendly guy too.
Olivia ChuangOlivia Chuang
02:49 09 May 22
I got Wilson to help me in opening accountHe is attentive and hab showed me in detail about the trading information.I also enquiring more service products in POEM in the future.Very efficient and reliable person .
Han Guang ChinHan Guang Chin
07:03 16 Feb 22
I walked in to the branch during lunch hour to seek some help with my account management. Greeting me with a smile, Ms Doreen beckoned me to the counter and assisted me promptly. She listened attentively to my request and went the extra mile to share tips and recommendations. Overall, she has demonstrated professionalism and competence. Good job!
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Join Us

Relationship Manager
Client acquisition and retention.

Acquire, build and manage relationships with new and existing clients with a focus on asset growth and protection.

Providing clients with a wide array of financial services and products to meet their needs.

Participate in business development activities to generate new business and revenue streams, increase the company's market share, and maintain a competitive edge in the industry.
JOIN NOW
Associate Investment consultant
Client acquisition and retention.

Acquire, build and manage relationships with new and existing clients with a focus on asset growth and protection.

Providing clients with a wide array of financial services and products to meet their needs.

Participate in business development activities to generate new business and revenue streams, increase the company's market share, and maintain a competitive edge in the industry.
JOIN NOW
Marketing Associate
Delivering unparalleled service and high-quality customer experience to clients.

Participate in the organizing of branch events to proactively uncover new business opportunities.

Handling of general administrative duties in the branch.

Assist the Branch Manager and sales staff in meeting or exceeding client needs.

JOIN NOW

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Contact us

Office Address :

Blk 636, #01-10

Bukit Batok Central

Singapore 650636

Phone Number :

6812 1533

Mail Address :
bkbatok@phillip.com.sg
Contact Us Form