Wednesday, 20 September 2017

Thank you for making us shine!

Thank you for making us shine!
Thank you for making us shine!
PhillipCapital is the winner of the Best Retail Broker Award from the SIAS Investors' Choice Awards 2017. We have also been voted by the public to receive the following awards for the ShareInvestor Awards 2017
  • Most Preferred Local Brokerage Firm – Gold
  • Most Preferred Desktop Trading Platform – Gold
  • Most Preferred Mobile Trading Platform – Gold
  • Most Preferred CFD Provider – Gold
  • Most Preferred ETF Issuer – Gold
  • Most Preferred Fund Provider – Silver
We strive to provide you the best and are honoured to have you as our client. This year is an exciting year for us with our launch of POEMS MercuryPhillip BondsMT5StocksBNBonline chat servicefacebook engagement and more coming soon. As we continue to roll out new intiatives to serve you better, feel free to contact lionellimtp@phillip.com.sg for any compliments or questions you have.
Thank you for choosing us to be Your Partner In Finance!

Tuesday, 19 September 2017

Double Up Your Unit Trust Portfolio with no additional cash outlay*

Double Up Your Unit Trust Portfolio with no additional cash outlay*
Double Up* your Investment Portfolio with Unit Trust Financing
Maximize Your Investment Potential:
  1. With no additional cash outlay*
  2. Promotional rate of:
    Can't view rates? Click find out more to view the rates!
  3. Financing available for over 200 unit trusts (marginable UT)
Find Out More
How to get started?
Please call me at 90400848 or email me at lionellimtp@phillip.com.sg

Sunday, 17 September 2017

The Rise of Robo Advisors. Is it for me?

The rise of robo-advisers. Is it for me? 

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.
With SMART, your access to human help may be lesser, but if you would like to speak to me, give us a call at 90400848 or email lionellimtp@phillip.com.sg
Find Out More

Phillip SGX APAC Dividend Leaders Reit ETF Turns One!



Invest at SG$10/US$7 Flat*
Invest in Asia Pacific's finest REITs at SG$10/US$7 flat*

We are celebrating the one-year anniversary of Phillip SGX APAC Dividend Leaders REIT ETF (SGX Stock Code: BYI, BYJ). To mark this special occasion, we are offering exclusive brokerage rate for this selected ETF. You can now invest at a special rate of SG$10/US$7 Flat*.
Awarded the most innovative new ETF in 2016 by SGX, this ETF allows you to invest in the top 30 dividend paying REITs in the Asia-Pacific ex-Japan region.
Invest now at flat rates*!

Contact me at 90400848 to know more!

Friday, 8 September 2017

Widest Selection of Funds - Unit Trust



 
Widest Selection of Funds
Widest Selection of Funds
Looking to diversify your investments? With the widest selection of Unit Trust funds in the market, search for funds that suit your investment needs on POEMS. Choose from over 1,000 funds across various investment objectives, asset classes and geographical regions to diversify your portfolio.
Not sure where to begin? Check out our Model Portfolios!
Our research team has put together 3 portfolios ranging from conservative to aggressive:
PERFORMANCE*AGGRESSIVEBALANCEDCONSERVATIVE
YTD8.1%6.8%5.7%
1 yr annualised7.3%8.1%6.3%
3 yr annualised7.2%5.7%5.6%
 0% Platform Fees, 0% Sales Charge, 0% Switching Fees when you trade via POEMS!
Ready to invest in Unit Trusts?
*Past performance is not indicative of future results. Please refer to the factsheet of the respective funds for more information

Please contact me at +65 90400848 or email to me at lionellimtp@phillip.com.sg if you want to open a trading account or have further queries.