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

• [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

• [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

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.