How Can We Help You ?

1. Tell us about yourself through our AutoWealth Platform.
2. Review our recommended portfolio based on your risk profile and responses.
3. Open an investment account with us. You can either do it online or meet our financial consultant.
4. AutoWealth will then manage your investment portfolios, from portfolio constructing to periodic rebalancing, while you can sit back and track your accounts 24/7 to see your money grow.

Compared to other financial planners, investing through Autowealth has several benefits:

• Better investment returns through AutoWealth’s “passive strategy”. The well-established SPIVA Scorecard published by S&P Dow Jones Indices¹ and other financial researches, found that 80-90% of active fund managers consistently underperforms compared to benchmark market returns over the short, medium and long term. At AutoWealth, we take a passive market-returns approach with no speculation so that you achieve better investment performance.
• Lower fees. Many financial planners have multiple hidden fees, including commission, sales charges, etc, collectively making up 2-4% and adversely affecting your financial goals. At AutoWealth, the US$18 per annum Platform Fee is a fixed charge, but it’s important to note that it’s specifically associated with the AutoWealth Starter option. Clients with an AutoWealth Plus+ or Flexi Cash account won’t incur the US$18 fee. This means that your hard-earned returns goes back into your pockets and you achieve your financial goals much faster.
• Customized profile and investment portfolio. At AutoWealth, you enjoy robust investor profiling and our algorithm tailors and rebalances your investment portfolio according to your unique investor profile and financial circumstances.
• Fine balance of technology and human. Every client matters greatly to us. At AutoWealth, each client is assigned a human wealth manager who is just one Whatsapp away, while most of your investment-related queries can be addressed through our technology platform that is available to you 24/7.
• Consistency. When using traditional financial planners, you may be assigned to a different human financial planner from time to time when your financial planner moves on to another company. At AutoWealth, the algorithm that knows you is consistent.

For more details, you can visit this: SPIVA U.S. Scorecard Year-End 2022 (spglobal.com)

We generally do not comment on other similar service providers. However, we can share that AutoWealth has the following features:

• Holds a Financial Advisor license from MAS (same license as AIA, Aviva etc).
• Proven track record of more than 5 years – Accepted our first batch of users in May 2016. Generated 12.8% returns, net of currency impact and fees, for our first batch of users (users that registered between May 2016 and March 2017) despite the corrections in Q1 2018.
• Follows a pure market returns strategy with no “black box” discretionary elements. Proven by many well-established studies to outperform 80 to 90% “black box” discretionary strategies over a short (5 years) to long (15 years) period.
• Low fees regardless of investment amount. Low fees make investing accessible to a broader range of people. It’s not just for high-net-worth individuals; even those with smaller portfolios can benefit from the cost-effective investment options AutoWealth provides.
• All client assets are held in legally segregated Saxo (our partnering MNC custodian) custody account under their own name. In any bankruptcy situations, no one except the client, has any legal claims on the assets.
• Each of our clients is assigned a wealth manager who is always one whatsapp away.

For more details, you can visit this page .