Questions to ask while making lump sum investments.
What lump sum investment options do you know?
What are the risks involved?
What funds should you select?
What strategy should you adopt?
Investing in a mutual fund is easy and quick. It requires a relatively smaller amount of capital upfront. It allows the client to maximise the advantage of diversification and bypass the long, arduous independent research on asset class with the help of mutual fund managers and their team.
An exchanged-trade fund (ETF) aims to replicate the performance of a benchmark index. Its associated costs are lower than an active fund. Client can gain exposure in a particular sector or market by investing in a related ETF and earn a similar return to the underlying index.
Through our investment platforms and expertise, our clients can enhance portfolio diversification by investing in a vast array of assets such as stocks and bonds; Diversification protects portfolios against market uncertainty.
We walk you through every step of the way
Meet with us to identify your needs
We first gain a comprehensive understanding of your financial situation, investment goals, and risk tolerance. Then, your financial advisor will develop a recommended investment strategy based on your overall goals.
Get a personalised plan
Your financial advisor will provide you a range of managed investments to achieve your personal financial goals and spread your funds over different asset classes and investment instruments to reduce risks.
Stay on track of the progress
Your financial advisor will constantly recommend changes to your investments according to your life stage and the volatility of the market. You can see your self-service information and investment performance on our online Portal.