Winshern Ho | 何勇昇 | PhillipCapital

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

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

Managed Account (Unit Trust Only)

Individually managed discretionary investment portfolios with Unit Trusts as underlying assets, beneficially owned by individual investors.

Securities Advisory Service

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

Other Specialties

Estate Planning

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

I was lost when it came to navigating my investment options. Win’s patience and knowledge in this area has helped me set up a robust investment portfolio.

READS AND EVENTS

Unit Trusts vs Exchange Traded Funds (ETFs) – Which is better for your portfolio?

What are Unit Trusts and ETFs? Unit trusts and ETFs are both funds. In simple terms, a fund is usually a basket of assets that offers diversification to investors. Read on more to have a better idea around these two similar but different financial products.

Maximise Your Retirement Savings SRS-ly!

If you have a chargeable annual income tax of over SGD 160,000 which falls within a higher tax bracket, SRS can offer significant tax relief. However, there are also some complexities to be aware of. In this guide, we will explore five common mistakes people make with SRS and share three key strategies to help you maximise its benefits.

That's How!: Will you BTO with me?

That's How!: Will you BTO with me? Can you even afford to? BTO flats have gained significant popularity among first-time homebuyers as they provide a practical way to own a home in Singapore. The popularity has even led to the phrase “Will you BTO with me?” becoming a common way of proposing marriage among the younger generation.

Stop chasing, start securing: The cashflow strategy for volatile times

In this episode of Money Hacks, a podcast by The Business Times, host Howie Lim brings the conversation back to basics. Not resolutions, not predictions, but a practical reset.

Why estate planning should be a priority

Estate Planning = Leaving instructions behind📝Who will safeguard your loved ones when you are not around? Estate planning isn't just about assets. Ensure your legacy endures for your family. 🌟💼 Don't leave your loved ones in uncertainty.

Winshern Ho | 何勇昇

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