Why get advice from us

Whatever your objectives are - be it for your retirement, children's education fund or wealth accumulation - make sure that your investments are a good match for your risk profile.

New to investment?

Leave it to the experts to recommend an investment portfolio that has the projected returns you need within your risk tolerance.

How does the dollarDEX investment portfolios work?

Complete a risk questionnaire to identify your risk profile. The investment portfolio will be presented after your risk profile is determined. You can decide to buy the entire investment portfolio or any of the recommended funds with your cash or Supplementary Retirement Scheme (SRS) funds.

What is your investor profile?

Conservative

You are particularly sensitive to short-term losses, but aims to beat the expected inflation over the long run.


Moderate

You are less sensitive to short-term losses, but aims to beat expected inflation over the long run.


Balanced

You are willing to accept more risk than a moderate investor with moderate fluctuations in your portfolio but expect to see moderate capital gain.

Growth

You are less risk adverse than the moderate investor, and would prioritise returns over risk.


Aggressive

You are willing to accept significant risk while maximizing growth potential of your investment portfolio.


Open an account or login to find out your risk profile and start investing today!