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Financial Planner

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At a Glance

Financial planning can help you manage your finances in the present and accomplish long-term financial goals. This, in turn, helps you secure your and your family’s future. DBS Treasures offers a host of wealth management solutions to help you make smart financial decisions in the short and long term. These solutions include investment products, latest market insights, remittances, insurance solutions and lots more.

Benefits of Financial Planning

Along with creating more disciplined spending habits, financial planning also has the below benefits:

  • It helps create a safety net for the future – The right kind of investments at the right time ensure you and your family are well taken care of, no matter what the future holds in store.
  • It regulates cashflow better – With a great financial plan, you can streamline your monthly expenses so you can spend lavishly yet create wealth.
  • Have a comfortable retirement – Financial planning helps you set up and achieve long-term financial goals so that you can maintain your standard of living even after retirement.
  • Achieve adequate asset allocation – Financial planning helps create the right mix of assets so that you can achieve your goals within a specific timeframe.

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Financial Planning Services

DBS Treasures offers a vast collection of wealth management solutions, which includes:

Mutual funds: In addition to a dedicated investment counsellor, you get access to more than 260 approved mutual fund schemes across 21+ top asset management companies. You can also manage your investments anytime, anywhere via a consolidated internet and mobile banking platform.

Sophisticated wealth solutions: You can avail of structured products, bonds, Portfolio Management Services (PMS), Alternate Investment Funds (AIF), private equity and real estate funds. You can choose solutions that match your risk appetite so you can meet your short and long term financial goals.

Insurance solutions: Get a wide range of insurance solutions with DBS Treasures covering travel, life, health and business. You can opt for term insurance, traditional policies, Unit-Linked Insurance Plans (ULIPs) or business insurance products like keyman insurance, depending on your needs.

Remittance solutions: Our remittance services help you transfer money between Indian and other countries in minutes. DBS India Remit helps to transfer money from Singapore to India within 24 hours whereas DBS Treasures Remit lets you send money from India to 40 countries with zero fees! You also get to enjoy preferential remittance rates with us.*

Mortgage solutions: Access a range of property loans, including home loans, loans against property and top-up loans. Our experienced mortgage specialists will guide you through each step of the application process and ensure that your loan needs are met.

*T&Cs Apply.

How to Apply

Apply Now    A Relationship Manager will reach out to you shortly.

Frequently Asked Questions

How do DBS Treasures wealth management solutions help me create a financial plan for myself?

To help you find the right solutions to manage your wealth, we follow a three-tier process - Understand, Execute and Review. 

In the first step, we help identify your individual or family needs and aspirations. We then implement a thorough risk analysis to map your risk appetite to your financial objectives, investment horizon and immediate liquidity requirements.

We offer you a wide range of wealth solutions in line with your risk profile for the second stage. Once you select your investment plan, you can complete the transaction seamlessly and conveniently on our digital banking platform. You can even reach out to a dedicated Relationship Manager if you need any assistance.

We then help you continuously review your portfolio and track its performance to make sure that it is meeting your goals over time.
How do I access these wealth management solutions?

DBS Treasures offers the best wealth management solutions for all your investment goals. You can apply now and our Relationship Manager will reach out to you.

 

How can I connect with a Relationship Manager?

If you have an existing savings bank account with DBS Treasures, you will have a dedicated Relationship Manager to reach out to for all your banking and financial needs. If you wish to start your financial planning journey with us, we recommend opening a DBS Treasures account.