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What is an Investment Advisor?
An investment advisor gives advice to clients about investing in securities such as stocks, bonds, mutual funds, or exchange traded funds. An investment advisor may manage portfolios of securities.
What does the role involve?
An investment advisor will have a variety of clients they give advice to on a daily basis. Clients fall into two broad categories:
An investment advisor will use a number of different investment styles and strategies, such as growth or value. An investment advisor specializes in investments in stocks / equities or in bonds / fixed income, and manages portfolios that consist of investments in stocks, bonds, and cash.
An advisor shape investment portfolio for each client. An advisor will utilize different investment strategies and styles to diversify your portfolios.
Do check-in with your investment advisor regularly for adjustments to your position as the economy evolves.
- Individuals which include individuals, trusts, families, and groups of families.
- Institutions which include corporations, private pension plans, public pension plans, educational institutions, endowments, foundations, mutual funds, hedge funds, investment partnerships and other pooled accounts, banking institutions, and governments.
An investment advisor will use a number of different investment styles and strategies, such as growth or value. An investment advisor specializes in investments in stocks / equities or in bonds / fixed income, and manages portfolios that consist of investments in stocks, bonds, and cash.
An advisor shape investment portfolio for each client. An advisor will utilize different investment strategies and styles to diversify your portfolios.
Do check-in with your investment advisor regularly for adjustments to your position as the economy evolves.
How does an Investment Advisor charge for their services?
- A small percentage of the value of your assets managed by your advisor.
- A small commission from the Purchase or Sale of securities.
- A combination of the above.
When should you work with an Investment Advisor?
When you lack the time or knowledge to manage your investments:
If you don’t have time to devote to researching investments and managing your portfolio, hiring an investment advisor can be a good option. Perhaps time isn’t an issue, but knowledge is. If you are not confident when it comes to traversing the capital markets, consider working with an investment advisor, especially one who’s open to teaching you the fundamentals of investing. Then at some point in the future. you may feel confident enough to manage your own portfolio.
When you’re approaching retirement:
There’s a lot more to retirement than simply not working. For most people, a successful retirement requires substantial financial planning. You’ll have to determine how much money you’ll need to support the lifestyle you desire. An investment advisor will know how to create a portfolio to give you the distributions to support the lifestyle you desire.
When you’re making a major financial decision:
Whether you’re planning to buy a home, sell a business or send your kids off to college, having a financial professional in your corner can be a major help. An advisor can help you consider the various implications of a given decision and plan for contingencies.
When you received a large inheritance:
After receiving a large inheritance or windfall, having a plan for that money can ensure it isn’t squandered. An investment advisor, especially one who offers financial planning, can help you invest your money and make a plan for it.
When you can’t separate your emotions from your portfolio:
Everyone lets their emotions get the best of them from time to time. But it’s important to invest with a cool and level head, especially in times of increased market volatility. Getting spooked and pulling your money from an investment during a down market can have significant negative effects on your financial future, since you likely won’t benefit from the potential rebound. Having an investment advisor manage your investments for you can add a layer of protection against making rash decisions when things appear to be going poorly.
If you don’t have time to devote to researching investments and managing your portfolio, hiring an investment advisor can be a good option. Perhaps time isn’t an issue, but knowledge is. If you are not confident when it comes to traversing the capital markets, consider working with an investment advisor, especially one who’s open to teaching you the fundamentals of investing. Then at some point in the future. you may feel confident enough to manage your own portfolio.
When you’re approaching retirement:
There’s a lot more to retirement than simply not working. For most people, a successful retirement requires substantial financial planning. You’ll have to determine how much money you’ll need to support the lifestyle you desire. An investment advisor will know how to create a portfolio to give you the distributions to support the lifestyle you desire.
When you’re making a major financial decision:
Whether you’re planning to buy a home, sell a business or send your kids off to college, having a financial professional in your corner can be a major help. An advisor can help you consider the various implications of a given decision and plan for contingencies.
When you received a large inheritance:
After receiving a large inheritance or windfall, having a plan for that money can ensure it isn’t squandered. An investment advisor, especially one who offers financial planning, can help you invest your money and make a plan for it.
When you can’t separate your emotions from your portfolio:
Everyone lets their emotions get the best of them from time to time. But it’s important to invest with a cool and level head, especially in times of increased market volatility. Getting spooked and pulling your money from an investment during a down market can have significant negative effects on your financial future, since you likely won’t benefit from the potential rebound. Having an investment advisor manage your investments for you can add a layer of protection against making rash decisions when things appear to be going poorly.
10 Benefits of Working with an Advisor...
Working with an investment advisor can provide several benefits for individuals seeking to manage their finances and make informed investment decisions. Here are 10 key advantages:
- Expertise and Knowledge: Market Insight: Investment advisors typically have a deep understanding of financial markets, investment products, and economic trends. They can provide valuable insights into market conditions and potential investment opportunities.
- Customized Investment Strategies: Advisors tailor investment strategies to match the unique financial situation and objectives of each client. They consider factors such as risk tolerance, investment goals, and time horizon to create a personalized plan.
- Risk Management: Advisors assist in assessing and managing risk by diversifying investments across various asset classes. They can help clients strike a balance between risk and return that aligns with their financial goals.
- Behavioral Guidance: One of the significant challenges for individual investors is emotional decision-making during market fluctuations. Advisors provide emotional support and behavioral guidance, helping clients stay disciplined and focused on long-term objectives rather than reacting to short-term market volatility.
- Access to Investment Opportunities: Advisors often have access to a broader range of investment opportunities and financial products that may not be readily available to individual investors. This may include private placements, alternative investments, and other sophisticated strategies.
- Time Savings: Managing investments requires time and ongoing attention. By delegating these responsibilities to an advisor, individuals can save time and focus on other aspects of their lives or careers.
- Continuous Monitoring and Adjustments: Investment advisors continuously monitor the performance of client portfolios and make adjustments as needed. This proactive approach ensures that the investment strategy remains aligned with the client's financial goals and market conditions.
- Regulatory Compliance: Advisors are typically well-versed in financial regulations and compliance requirements. This can be especially beneficial in navigating complex financial environments and ensuring that investment decisions adhere to legal and regulatory standards.
- Education: Advisors educate clients about various investment options, financial concepts, and market dynamics. This helps clients make more informed decisions and enhances their overall financial literacy.
- Peace of Mind: Knowing that a qualified professional is managing your investments can provide peace of mind. Clients can feel more confident in their financial decisions and have a sense of security about their long-term financial well-being.
- Carefully select an advisor based on their qualifications, experience, and alignment with the client's financial goals and values.
- Regular communication with the advisor is also crucial to ensure that the investment strategy remains in sync with changing circumstances and objectives.