Eric Oh

MY PROFESSIONAL SERVICES

Unit Trust

Also known as Mutual Funds, provides investors access to qualified professionals to help them manage their money

Securities Advisory Service

Receive bespoke investment advice from your investment specialist with access to local and foreign stock markets

Stocks & Shares

Ownership of the company through shares traded on Global Stock exchanges such as the SGX, HKEx, NYSE, SSE, NASDAQ, Bursa, etc

Life Insurance

Protect yourself while being able to provide a sum of money when the policy matures

General Insurance

With over 20 GI Partners we provide dedicated services for individuals and corporates including Global Health, Employee Benefit Plans & Cybersecurity

Managed Account Services

Individually managed investment portfolios that are beneficially owned by the individual investor and managed on a discretionary basis

Other Specialties

Securities Advisory Services
Master Fund Advisor (MFA)

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

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TESTIMONIALS

I must compliment Eric for his professionalism, patience and respect for his client when he and his client visited PIC Toa Payoh this afternoon. Ms Chan is extremely frustrated and angry when she cannot get the verification code from her email account which this leads to her POEMS trading account being suspended. Eric has assisted Ms Chan on the navigation of POEMS mobile 3 app and all other queries which Ms Chan has asked. Thumbs up, Eric 👍👍👍

Karen Ang

Team Member

Jan 2026

Eric is a friendly and sincere securities broker who consistently provides timely market updates. Whenever I need to balance my portfolio with counters from specific industries, he offers clear, well-researched analysis that helps me make confident and informed investment decisions. For instance, I was unsure how to deploy my funds when interest rates and returns from Tbills was less than 2% and asked Eric for his valuable insights, he was not only able to share his views but gave me the conviction and clarity to go ahead with the investment.

Chen ZaoXiang, Wayne Director at Elitez Group of Companies

Client

Dec 2025

I would like to sincerely thank Eric for helping me rebalance my portfolio after reviewing my CDP holdings, which I had not been monitoring closely. Some of the shares were underperforming, and with his guidance and management, I have since made meaningful gains. His advice to stay calm and remain invested during periods of uncertainty—such as the trade wars and COVID-19—proved to be the right approach. My portfolio has achieved stronger and more consistent returns as a result. I truly appreciate his steady guidance and expertise.

Valerie Foo, Director

Client

Dec 2025

Eric managed my investment portfolio. His excellent analytical skills in stock selection is second to none. Highly recommended if you want your investment to grow but have no time to manage your portfolio by leveraging his objective analysis and risk management experience.

Esther Oh , Director Agili8

Client

Nov 2025

I have let Eric managed my investment for years. During the covid period, it had been a difficult time where the market was bearish but we pushed through. Thanks to his advice and comforting assurance and managing my funds well! 👍

Quek Wee Ping, engineer

Client

Aug 2024

We first met Eric manning a POEMS booth more than 17 years ago at a PC Show event, and we started our investment journey after finding him friendly and sincere. Although we took a long break from trading on the POEMS platform for a long while, he was consistently feeding us with some investment advice and maintain a level of friendship that was beyond his call of duty.. Great experience, Trust worthy, reliable and sincere in his wish to help us build our wealth.🙏😇

Peter Ong, retiree

Client

Jul 2024

Eric is not only professional in handling all my enquiries before I start investing but was able to help me when I bought more shares than what my CPF investment limits allow. He was quick to resolve any issues I encountered. Another good advice given by Eric was to avoid a potential scam that deals in nickel commodities trading. I am also appreciative of the insights and sharing of Singapore stocks by him. If you need someone trustworthy and reliable, I will recommend Eric. Thanks Eric.

Dr Julian Tan , Physician & Cardiologist, Mount Elizabeth Hospital

Client

Apr 2021

Eric has helped me numerous times when I start investing. Recently he was able to help me when I started investing again and was appreciative of Eric’s view on certain assets and stocks. If you need someone to take care of you for investment when you faced issues, I know Eric will be there to help. Keep up the good work.

Derek Ong, Associate Branch Director

Client

Mar 2021

Through Eric, Financial Services Consultant from Phillip Capital, I had received a lot useful advices regarding in savings and investments. He had given me guidance how should I start my portfolio with his professionalism and years of experience. He is a very patience person who also shown his passion on his job, which leaves me rest assured that I can entrust my money to him to manage. In just two months, I had seen the results. I was quite surprise how he manage the fund and did not disappoint me. I will encourage others who are seek for professional financial advice, Eric will be the right guy to look for. I will continue to work along with him and reach my financial goal soon.

Ng Ping Hoe, SAF Military Personnel

Client

Jan 2018

I have known Eric for more than 10 years. He has not only advised and managed my stock portfolio and Unit trust Wealth management but also share on the protection aspect which I am grateful for. If you wish to grow your wealth or seek protection, you have to know Eric to see the positive impact for yourself. Thank you, Eric.

Loh Khai Ming, Project Leader

Client

Jan 2018

READS AND EVENTS

Should you ditch your current investment plan amid market volatility?

Live radio interview for possible strategies to navigate current volatile markets and suggests how investors can manage their assets and allocate their portfolios to ensure resilience during uncertain times. https://bit.ly/ericmoney893share For more radio sharing on FM 96.3, FM89.3 and FM95.8: https://bit.ly/ericradioshare For more events like zoom, market updates and sharing: Facebook: https://bit.ly/FBericoh Linkedin: https://bit.ly/Lericoh Connect with me @ https://bit.ly/TTPericoh

Online Financial Scams: How can you protect your wealthbeing?

Online financial scams are getting rampant. Want to know more about how to protect yourself and hear the veteran practitioners' experiences, click on picture or link. Connect @ https://bit.ly/TTPericoh

Wealth challenges? Are you ready for it?

With rising inflation, recession fears, geopolitical tensions, stock market correction, conflict, etc, how can we grow our wealth in such difficult, volatile and confusing environment? Hence, every day is a wealth challenge as many struggles to cope with above and rising cost of living. To know more, one must have a set of rules for managing money. To find out more, please click here to know more where I share my views, money rules and market updates. Connect with me @ https://bit.ly/TTPericoh

How can SRS (Supplementary Retirement Scheme) help in retirement and save taxes?

What is SRS? How can it help me? In order to address many of the questions asked by my clients, kindly refer to the article I wrote in my blog for more details and how it can empower you too in reaching your financial milestone whether in wealth accumulation or retirement. Eric Oh Connect with me @ bit.ly/TTPericoh

96.3好FM Investment outlook US HK SG

Listen to Financial Services Manager, Eric Oh on his personal view on Singapore, HK and US market . For more radio sharing on FM 96.3, FM89.3 and FM95.8: https://bit.ly/ericradioshare For more events like zoom, market updates and sharing: Facebook: https://bit.ly/FBericoh Linkedin: https://bit.ly/Lericoh Shared by: Eric Oh (胡利辉) Financial Services Manager bit.ly/TTPericoh

3 points on how to navigate a volatile uncertain market?

With high inflation, bear market, retrenchment and recession fears in the news and social media, how and what can investors do to help themselves? Are you prepared for such events? If you like to know more, click here to find out the 3 points and more which I shared in my blog. For more events like zoom, market updates and sharing: Facebook: https://bit.ly/FBericoh Linkedin: https://bit.ly/Lericoh Connect with me @ https://bit.ly/TTPericoh

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Eric Oh

ABOUT ME

MY PROFESSIONAL SERVICES

MY ACHIEVEMENTS

GET IN TOUCH

TESTIMONIALS

READS AND EVENTS

PROMOTIONS

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