With the help of our experienced team of financial advisors, build a customised financial plan tailored to your investment needs
Get StartedTalk about how the below process solves core customer pain points with Advisory. Below are the key pain points to consider
Once onboarded with us, we will work towards understanding you and your financial goals better.
Upon analysing your financial information, we will devise a comprehensive financial plan, in line with your investment goals.
A detailed investment recommendation will be provided to you, focused on your goals and risk appetite, to guide you to the right investment decision making.
Assistance in implementation of your financial plan will be provided, extending to selection and management of right investments for you.
To ensure your financial plan stays on track, regular reviews and monitoring will be conducted. To ensure you achieve your financial goals, we will actively monitor and review your portfolio.
To ensure your financial plan stays on track, regular reviews and monitoring will be conducted. To ensure you achieve your financial goals, we will actively monitor and review your portfolio.
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Our user-friendly tool helps you make informed investment
decisions based on your specific life goals.
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Our experienced advisors will create a personalized financial plan that helps you achieve your goals and secure your future.
Help you choose the best investment products based on your goals and risk tolerance, from a wide range of investment options.
Build a diversified investment portfolio that's tailored to your specific needs and goals.
Keep monitoring and rebalancing your investment portfolio to ensure it stays on track.
We offer discretionary mandates for investors who prefer to delegate investment decisions to our experienced portfolio managers.
Our experienced advisors
will create a personalized
financial plan that helps
you achieve your goals
and secure your future.
Help you choose the best
investment products based
on your goals and risk
tolerance, from a wide range
of investment options.
Build a diversified investment
portfolio that's tailored to
your specific needs and
goals.
Keep monitoring and
rebalancing your investment
portfolio to ensure it stays on
track.
We offer discretionary
mandates for investors who
prefer to delegate investment
decisions to our experienced
portfolio managers.
Through our digital family office, we can provide assistance in legacy planning, immigration and residency through investments, efficient structuring of investment holdings and financial insurance to help you secure your future.
Learn moreThrough our platform, you can monitor the status of all of your investments through our Assets Under Advisory (AUA) solution, connecting your private banking accounts together with Kristal allowing for a birds-eye view on all your holdings.
Learn more“The platform allows me to straddle strategies across various asset classes including bonds, equity and more. Love the ease, control and freedom.”
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Lead, Relationship Management
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Investment Advisor
Looking for help with building your portfolio?
We have a great team of advisors excited to work with you.
Explore our personalized services.
A fully digital onboarding process that can be completed within 15 minutes. No more voluminous paperwork and queuing!
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We are licensed in Singapore, Hong Kong and India. Kristal Advisors (SG) Pte. Ltd. presently operates under the CMS license by the Monetary Authority of Singapore (MAS). Kristal Advisors (HK) Ltd is licensed and regulated by the Securities and Futures Commission (SFC) to carry out Type 4 and Type 9 regulated activities and is not involved in the discretionary management of any collective investment scheme. Kristal Advisors Private Ltd. presently operates as a Registered Investment Advisor under the jurisdiction of the Securities and Exchange Board of India (SEBI).
Read more about our privacy policy - Here
Copyright © 2023 Kristal Advisors (SG) Pte. Ltd. UEN: 201711235E
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We are licensed in Singapore, Hong Kong and India. Kristal Advisors (SG) Pte. Ltd. presently operates under the CMS license by the Monetary Authority of Singapore (MAS). Kristal Advisors (HK) Ltd is licensed and regulated by the Securities and Futures Commission (SFC) to carry out Type 4 and Type 9 regulated activities and is not involved in the discretionary management of any collective investment scheme. Kristal Advisors Private Ltd. presently operates as a Registered Investment Advisor under the jurisdiction of the Securities and Exchange Board of India (SEBI).
Read more about our privacy policy - Here
Copyright © 2023 Kristal Advisors (SG) Pte. Ltd. UEN: 201711235E
WE ARE LICENSED IN SINGAPORE, HONG KONG, ABU DHABI, AND INDIA. KRISTAL ADVISORS (SG) PTE. LTD. PRESENTLY OPERATES UNDER THE CMS LICENSE BY THE MONETARY AUTHORITY OF SINGAPORE (MAS). KRISTAL ADVISORS (HK) LTD IS LICENSED AND REGULATED BY THE SECURITIES AND FUTURES COMMISSION (SFC) TO CARRY OUT TYPE 4 AND TYPE 9 REGULATED ACTIVITIES AND IS NOT INVOLVED IN THE DISCRETIONARY MANAGEMENT OF ANY COLLECTIVE INVESTMENT SCHEME. KRISTAL ADVISORS PRIVATE LTD. PRESENTLY OPERATES AS A REGISTERED INVESTMENT ADVISOR UNDER THE JURISDICTION OF THE SECURITIES AND EXCHANGE BOARD OF INDIA (SEBI). KRISTAL.AI MIDDLE EAST LIMITED IS LICENSED AND REGULATED BY THE FINANCIAL SERVICES REGULATORY AUTHORITY (FSRA) FOR CAT 3 A LICENSE.
Read more about our privacy policy - Here
Copyright © 2023 Kristal Advisors (SG) Pte. Ltd. UEN: 201711235E
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