Portfolio Management

Why not grow and protect your wealth to help secure your financial future?

Profile management

If you have cash, a prior savings plan, property or shares, a lump sum investment might be the best way to help you achieve your financial goals. A lump sum investment can offer you investment flexibility, as it can hold investments in shares as well as a wide range of investment options from around the world.

 

Our consultants can help you understand the complexities of the ever-changing financial market and advise you on the best ways to make sure your money are working as hard.

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Frequently Asked Questions

How much do I need to invest in a lump sum product?

We have a range of products available for all levels of investors. We have clients who have invest $5,000 and clients who are looking to invest in excess of S$1M.

Isn’t it risky?

We can help you choose a plan based on your risk profile. Investment choice is provided through a wide range of top performing investment choices from leading fund houses. This allows you to start your journey with a portfolio that reflects your investment needs and attitude.

Why would I liquidate assets and invest offshore?

There are many benefits but also many variables so every case is different. Meet with one of our consultants to see whether a lump sum investment will benefit you.

We work closely with you and carry out research to understand your needs and wishes.
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Savings & InvestmentsInsurance & ProtectionEducation PlanningRetirement PlanningCPFSIPPPensionTax Strategies