The rise of robo-advisers. Is it for me? November 1, 2017

New to robo-advisers? Let us answer some of the questions you might have.

Robo-advisers are on the rise and as an investor, you can receive such financial services too. Robo-advisers offer portfolio management services at cheaper rates and allow you to get into high-quality portfolios bringing convenience to busy investors who can passively monitor their portfolio online.

Are these services for you?

Investors who would like to own a basic diversified portfolio of Exchange-Traded Funds will find a low cost solution helpful whereas if you require complex portfolios you can consult a financial advisory representative. You can easily embark on robo-adviser services online with a few clicks.

How does this online platform know my needs?

At Phillip, our SMART Portfolio calculates a “best-fit” portfolio through an online assessment. In the past, such portfolio services were usually available to accredited investors. SMART Portfolio is well-suited to the masses and you can start from a low capital of $5,000 and an affordable management fee of 0.5% p.a. There are no upfront, brokerage or platform fees.

What can I expect to get?

SMART Portfolio aims to achieve 4% to 6% p.a. over the long term by investing primarily in exchange-traded funds. If you are unfamilar with investing in different assets, SMART covers all the major areas of equity, fixed income, resources and commodities. Diversification is always key to sail through the ups and downs.

Find Out More about SMART Now!

With SMART, your access to human help may be lesser, but if you would like to speak to us, give us a call at 6531 1555 or email talktophillip@phillip.com.sg.

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