Wealth • Planner

Wealth • Planner

DBS wealth planner helps to analyze your financial conditions, search for investment highlight, circumvent the market risks and seek for balanced growth for assets hedge and accretion.

  • 4 simple steps realize comprehensive assets allocation

    4 Steps for
    • [KYC] Comprehensive diagnosis of your asset situation and know your risk tolerance and financial goals.
    • [GAP] Professional financial tools combined with deep understanding of market situation to analyze your financial gap.
    • [Asset Allocation] Offer you exclusive asset allocation plan according to your asset situation, investment need and risk preference.
    • [Portfolio Review] Regular review helps optimize your allocations and continuously enhance potential profit.

  • Multiple exclusive tools cover full range investment

    4 kinds of professional tools
    • [Investment tools] Products including premium investments, structured investment products, unit trusts and insurance keep your assets safe and realize your goals like education, property inheritance and appreciation.
    • [Diagnostic tools] Financial calculator analyzes precisely your investment goals and current situation.
    • [Retrospective optimization] Regular review shows your investment achievements and optimizes in time, helps capture investment opportunities.
    • [Regular report] Invest wise scans market changes and reads the market trend, in order to provide investment opportunities.

  • Professional specialists team builds all perspective investment

    ”1+3” Model

    Insurance specialist, financial specialist and investment consultant, along with your exclusive relationship manager, consist of a financial specialist team.

    From the point of professional view, the financial team offers suggestions which cover full range of investment needs and build a balanced plan. Also helps to protect your family wealth and follow the track of long-term financial results.

    • A full range of investment product s offered to mitigate market volatility and reduce risks;
    • Multi investment modes help to realize your financial goal.
    • Wide angle analysis understands your needs thoroughly and makes a reasonable plan.

How to Apply

  • Contact your Relationship Manager or visit any of our branches
  • Call our DBS 24-hour personal banking hotline at 400 820 8988

Wealth Management Products are not deposits and have investment risks, and customers should be cautious in making any investment.