Frequently Asked Questions

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 amount is SGD 5,000.

SMART makes investing effortless and offers you the following benefits

  • Low starting investment amount of only S$5,000
  • No upfront fee, no brokerage & no platform fee
  • Low management fee
  • Managed by professional portfolio managers
  • Fast and simple online account opening
  • Online access to your portfolio holdings

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

You can contact us at talktophillip@phillip.com.sg, call us on (65) 6531 1555 or live chat with us, 8.45am-5.30pm Mon-Fri GMT +8.

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.