Wealth Manager (Dual Licence)
MAS Rep No: MOT300580480
Languages: English, Mandarin, Burmese
Industry Experience: 4 years
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
Life Insurance
Protect yourself while being able to provide a sum of money when the policy matures
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
Bharpoor Mokka
Client
Sep 2023
Audrey Tan
Client
Sep 2023
K.S Sim
Client
Sep 2023
Jia Xin
Client
Sep 2023