Pricing Plans

Effective investing made easy, transparent, and low-cost to maximize your returns.

Account Opening Fee

0%

Account Maintenance Fee

0%

Fees
on Idle Cash

0%

Fees

SGP Resident

Investment Advisory &
Management Services Fees

(Inclusive of GST)

0.54% p.a.

ILLUSTRATIVE

Average daily value as at the end of each day for 1 month

$10,000.00

Investment Advisory & Management Fees w/GST

$4.44

GST Amount

$0.33

Investment Advisory & Management Fees  w/o GST

$4.11

Above is an illustrative to demonstrate the impact of GST. Please sign up for specific terms that would apply.

Safe Keeping Fee

(Inclusive of GST)

0.162% p.a.

ILLUSTRATIVE

Average daily value as at the end of each day for 1 month

$10,000.00

Safe Keeping Fee w/GST

$1.33

GST

$0.10

Safe Keeping Fee w/o GST

$1.23

Above is an illustrative to demonstrate the impact of GST. Please sign up for specific terms that would apply.

Non - SGP Resident

Investment Advisory &
Management Services Fees

(Inclusive of GST)

0.50% p.a.

ILLUSTRATIVE

Average daily value as at the end of each day for 1 month

$10,000.00

Investment Advisory & Management Fees w/GST

$4.11

GST Amount

$0.00

Investment Advisory & Management Fees  w/o GST

$4.11

Above is an illustrative to demonstrate the impact of GST. Please sign up for specific terms that would apply.

Safe Keeping Fee

(Inclusive of GST)

0.150% p.a.

ILLUSTRATIVE

Average daily value as at the end of each day for 1 month

$10,000.00

Safe Keeping Fee w/GST

$1.23

GST

$0.00

Safe Keeping Fee w/o GST

$1.23

Above is an illustrative to demonstrate the impact of GST. Please sign up for specific terms that would apply.

The above-mentioned fees are applicable for both Private Wealth & Private Wealth Lite.
Other fee types will be inclusive of GST.
We perform daily fee calculations using a 365-day year basis. Additionally, we've assumed a 30-day month for clarity and ease of comprehension.

Private Wealth

Freedom

Solution Type

Hybrid Digital + Human Advisory

(Only Available to Accredited Investors)

Learn more about Accredited Investors

Digital Only

(Available to all investors)

Features and Services

Dedicated Advisory Services

Access to Private Markets

Access to PE/VC Funds

Access to Mutual Funds

Access to Structured Products

Access to all Private Wealth Lite products

Digital Advisory

Access to Thematic Investments

Access to Automated Portfolios

Management Fees

Full details will be available on sign-up

WhatsApp Us

Nil up to USD$10,000

0.3% p.a. thereafter

Private Wealth

Solution Type

Hybrid Digital + Human Advisory

(Only Available to Accredited Investors)

Learn more about Accredited Investors

Features and Services

Dedicated Advisory Services

Access to Private Markets

Access to PE/VC Funds

Access to Mutual Funds

Access to Structured Products

Access to all Private Wealth Lite products

Management Fees

Full details will be available on sign-up

WhatsApp Us

Private Wealth Lite

Solution Type

Digital Only

(Available to all investors)

Features and Services

Digital Advisory

Access to Thematic Investments

Access to Automated Portfolios

Management Fees

Nil up to USD$10,000



0.3% p.a. thereafter

Investment Products & Features

Listed Assets


Brokerage Charge

$ 1

per trade




For USD Transactions Done through the Online platform





Global Funds Account

Management Fee

0.4 %

Per Year




Rebates (if any) from the fund manager will be credited back to the account. Refer to factsheet for details.

See details

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Global
Mutual Funds

Starting at

0.X %

Refer to factsheet

See details

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Discretionary Mandates

Please reach out to us for customized pricing




WhatsApp Us

For other products and fees, please refer to the factsheets or reach out to an advisor for more details

For more details on our pricing models, please refer to the FAQs or reach out to us.

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