With a wealth of experience from his internship at DBS Private Bank (Greater China sector), Guanqi gained valuable insights into the financial industry. He further honed his expertise in retail banking as a Wealth Planning Manager at DBS Bank, where he learned the critical importance of financial management and customer-centric advice.
Guanqi's passion lies in helping clients navigate their financial journeys through investments (Unit Trusts, Money Market Funds) and insurance (Life and General Insurance). His dedication to seeking and striving for excellence ensures that every interaction with him is a new learning journey.
MY PROFESSIONAL SERVICES
Stocks & Shares
Ownership of the company through shares traded on Global Stock exchanges such as the SGX, HKEx, NYSE, SSE, NASDAQ, Bursa, etc
Unit Trust
Also known as Mutual Funds, provides investors access to qualified professionals to help them manage their money
Managed Account Services
Individually managed investment portfolios that are beneficially owned by the individual investor and managed on a discretionary basis
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
GET IN TOUCH
PROMOTIONS
Trade Gold for...
Be the top trader and win a ½ oz PAMP Gold Bar...
Build Your Fund...
Earn rewards of up to S$30 per S$10,000 invested in eligible Unit...
Earn up to...
CDP Mass Share Transfer Promotion — Extended Till 30 Jun 2026.
EQDP appointed manager...
Promotion available from 16 March to 19 June 2026. Initial offering period...
Start your Investment...
Unlock stock coupons worth S$200 & get rewards up to S$1,000
Permanently No Minimum...
For SGX listed Daily Leverage Certificates (DLC) and Structured Warrants!