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Wealth Manager (Dual Licence)
MAS Rep No: KLP300086308
Languages: English, Mandarin
Industry Experience: 12 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
Managed Account Services
Individually managed investment portfolios that are beneficially owned by the individual investor and managed on a discretionary basis
Securities Advisory Service
Receive bespoke investment advice from your investment specialist with access to local and foreign stock markets
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
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LIFE INSURANCE
GENERAL INSURANCE