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Personal Financial Planning

Savings & Investment

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Wealth Accumulation

"When money realises that it is in good hands, it wants to stay and multiply in those hands."
- Idowu Koyenikan
 

What Is Wealth Accumulation - Savings & Investment

Wealth accumulation is the proper use of your savings using sound financial instrument to accumulate monies for expected life events:

  • retirement

  • children education

  • inheritance to children

With inflation at around 1.5% in Singapore, your money in the bank saving accounts will be having negative returns! Time to utilise a better savings vehicle for your long term monies and achieve your saving goals.

How Can We Help

  • Saving plans that yields 10x more interest than bank saving accounts.

  • Investment-linked plans with a properly structured portfolio with constant monitoring and reviewing.

  • Portfolio of funds that is properly structured with constant monitoring and reviewing.

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At Insmento, we are trained to study funds and design a portfolio for our clients' investment risk-returns profile. Check out our section on Investment Management for more details.

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With products from more than 10 life insurance companies, 3 investment platforms, professional in-house market research and analysis team, we are well positioned to cater to the different needs of our clients. As each individual needs and situation is different, CONTACT US for a non-obligation discussion to see how we can assist you.

Related Articles

  • Coming soon

Let's Get Started

Financial planning is a life-long process consisting of many areas and we know it might not be easy to manage all on your own. Our clients received comprehensive financial planning that is aligned to their life goals and values.

We are here to help.

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