Here's your SMART Portfolio
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SMART PORTFOLIO
Investing
simplified
Why SMART Portfolio
Stress-free
Investing
Put your investments on autopilot with expert management and periodic rebalancing on your portfolio.
Start Small,
Grow Big
Begin your investment journey with just S$300 and enjoy low management fee starting from 0.5% p.a.
Monitor from
your Fingertips
Access and track your portfolio anytime, anywhere
Hear from our Clients
Phillip SMART Portfolio features
Phillip SMART Portfolio is an investment service that matches a best-fit portfolio based on your online risk analysis. Let us help you take control of your investments and grow your wealth.
Online Risk Assessment
An online risk assessment to help you decide your investment style.
Our Portfolios
We build a diversified portfolio for you.
Periodic Rebalancing
Our portfolio managers periodically rebalances across asset classes and reduces volatility to help your investment growth.
Transparency
Online access to your portfolio holdings.
Stress-free Investing
It takes time to study the market, choose the right investments and rebalance your
portfolio.
Low Fees
Fees matter. Over time, even small fees can make a big dent in your bottom line.
How do we invest ?
Investing on your own is tough. Just ask those who have tried and failed to beat the market. Fortunately,
SMART Portfolio have the expertise, technology and people to help.
Our People
Our investment team uses both Top-Down and Bottom-Up approach paired with transparency in the investment world. Our experience stretches macro-economics analysis, market analysis, country specialist, UT specialist, fundamental and technical analysis, access to regional research network across a range of investments.
The right portfolio for you
All our portfolio are designed to bring you closer to your life goals,
Whether it's a retirement in the sun or a modest starter home.
Taking care of your journey
Are you too busy to monitor the markets? Or have you been burnt by the markets, worried about whether you are managing your wealth appropriately? Worry less and let us manage your investment for you.
Brought to you by Phillip Securities Pte Ltd
(A member of PhillipCapital) Co. Reg. No. 197501035Z.
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This advertisement has not been reviewed by the Monetary Authority of Singapore.