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About Phillip SMART Portfolio ("SMART")

SMART is a discretionary investment service that matches a best-fit portfolio with your online risk analysis.

SMART works by embracing technology and our investment expertise to make investing effortless for you. Whether it is your mobile or your desktop - SMART enables you to seamlessly set up an investment account, fund and monitor the performance of the account – all done online. Once your account has been set up, SMART’s team of investment managers to structure for you a diversified portfolio across geographical regions, countries and industry sectors that is most likely to benefit from the prevailing economic situations.

The initial minimum investment for SMART Portfolio is as follows:

SMART Portfolio (General Investing)

  • Initial minimum investment is SGD 300
  • Optional subsequent monthly investment from SGD 100

SMART Portfolio US Equity

  • Initial minimum investment is SGD 3,000
  • Optional subsequent monthly investment from SGD 300
  • Note: If USD funding is preferred, the minimum investment is USD 2,500

SMART makes investing effortless and offers you the following benefits

  • Low starting investment amount of only SGD 300
  • No upfront fee, no brokerage & no platform fee
  • Low management fee of 0.5% p.a.
  • Managed by professional portfolio managers
  • Fast and simple online account opening
  • Online access to your portfolio holdings

All funds in your SMART portfolio are your assets, held under your name in the custody of Phillip Securities Pte Ltd.

You can contact us through one of the following methods:

1. Email us at digichannel@phillip.com.sg

2. Call us at (65) 6531 1555 from 8.45am-12.00am, Mon-Fri GMT +8 (public holidays excluded)

3. Live chat with us from 8.45am-5.30pm, Mon-Fri GMT +8 (public holidays excluded)

No, SMART is currently only available for cash and SRS subscription.

Starting your SMART portfolio is simple. Click on the icon at the homepage and you will be guided to set up your account online.


See What Portfolio We Match for you

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