KGI WiseVestor
By Settrade.Com Co., Ltd.
WiseVestor by KGI Wealth
Make smart investments. Buy mutual funds as a whole portfolio Convenient, just one click, complete all asset classes by KGI Wealth Management Research.
1. Choose an investment portfolio according to your needs to easily achieve your financial goals. Instead of making a deposit at extremely low interest Equipped with monthly automatic investment function, Dollar Cost Averaging (DCA) makes your financial goals easy, both danger-primarily based and theme play. tailor-made-made
2. Select investment plans selected by KGI Wealth Management Research that include both Global Investment View and domestic macroeconomists and a team of experts in transparent investment products. Select mutual funds according to Long-term investment view By considering the return on risk Portfolio optimization with optimized environment friendly frontier mannequin.
3. Portfolio adjustments monthly with just 1 click! With a function to diversify according to the plan And provide alerts when portfolio value drops.
4. Choose to adjust mutual funds in your portfolio as you wish. Modify mutual funds in your portfolio by screening from KGI Wealth Management Research or investing in recommendations. Can change plans Increase or decrease investment conveniently, easy to use, choose monthly investment on the date you set.
5. Connect multiple mutual fund payment accounts. No limit to the company. Convenient to receive funds for both KBANK SCB BBL bank accounts. Up to 4 bank accounts per 1 account.
6. Open the WiseVestor portfolio once, you can trade all assets with single sign-on and can use Mutual fund trading program with KGI WEALTH can be all 21 asset management companies and more than 1400 mutual funds in the KGI WEALTH Fund Supermart application, complete all asset management companies including mutual fund information. Historical return IPO mutual fund fee summary And the return on the investment portfolio of all assets.
7. Access investment advice from KGI Wealth Management Research experts with the KGI Panorama Cross-Asset Investing view, one complete view of every asset. With daily reports on the investment situation around the world Weekly investment strategy And monthly portfolio management
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