OCBC Wealth Management: Unlocking Limitless Investment Opportunities for Your Financial Goals

Discover Limitless Investment Opportunities with OCBC Wealth Management

Explore our extensive range of investment options and expert insights tlored to your unique needs, enabling you to create a personalized portfolio that aligns perfectly with your financial goals.

Unlock the potential power of your wealth with OCBC Wealth Management today.

Investment Highlights:

• Passive Income Generation: Harness the benefits of regular divid payouts through strategic investments designed for frequent income generation.

  Franklin Income Fund - Navigate various market conditions with a dynamic asset allocation strategy that adapts to market movements. This award-winning fund, primarily investing in US equities and fixed income over 25 years, has consistently demonstrated success in income generation and capital appreciation.

• RoboInvest Income Portfolio: Earn an estimated annual divid yield of 5.57 through a well-diversified portfolio including bonds, REITs Real Estate Investment Trusts, and equity ETFs Exchange-Traded Funds. Benefit from smart portfolio rebalancing to mntn optimal performance levels.

Last updated July 2024

• Bloomberg: Franklin Income Fund has shown strong track records over the past years. Its annual divid yield for the last six months is used to project future returns, with no guarantees of future performance.

• Start Investing with OCBC: Build a diversified portfolio that suits your preferences and risk tolerance.

• Grow Your CPF SRS Savings: Maximize your financial growth potential by investing your Central Provident Fund CPF or Supplementary Retirement Scheme SRS funds through OCBC.

Invest More Today:

• Evaluate how much wealth you could grow through strategic investments:

  • Lump sum investment of $1,000 or more

  • Monthly investment starting from $100

Wealth Insights:

Stay informed with timely updates and expert advice on managing, protecting, and expanding your wealth. Leverage OCBC's app to plan your financial journey effectively.

Transparency in Fees:

Understand our fees upfront for a seamless investing experience without hidden costs.

Suitable Investments:

Find out which investment opportunities best suit your current circumstances based on your risk tolerance level.

FAQs about Investments:

Answer common queries and clarify doubts about starting, managing, or maximizing investments with OCBC.

Before You Invest:

Get crucial notices that help you make informed decisions about investing through OCBC's platforms.

Investing Channels:

Choose the most convenient method to start your investment journey - online banking, mobile app, ATM access, or branch visits.

Contact Support for Assistance:

Reach out directly to our customer service team at +65 6363 3333 or via our online platform for personalized guidance and support.

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We are committed to supporting you in making informed investment decisions with the best services tlored just for you.
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