What is a Wealth Builder Program?
A wealth builder program is designed to equip you with all the financial planning tools you need to accumulate wealth by turning your income into wealth building assets. Wealth building requires discipline; let's help you stay on track.
Build your wealth with proven investment strategies.
Our investment methodology reflects a time-tested investment strategy called Modern Portfolio Theory that maximizes your returns and minimizes losses.
We focus on the building blocks of wealth creation.
Wealth building is like sowing a seed — you must start with a solid foundation. Our Saving Circles help you and your loved ones build the right habits and save for a rainy day. You can also start saving for upcoming major expenses or milestones.
Customized, goal-based approach to building plans.
We understand that everyone is unique. Financial independence means different things to different people. So you tell us your financial goals and risk preferences, and we will build an investment plan for you.
Grounded in proven investment methodologies.
We believe building diversified portfolios is superior to stock-picking. Our grounded approach to investing means you can ignore short-term market fluctuations and think long-term.
We build optimized, diversified portfolios.
Our investment methodology is grounded in Nobel Prize-winning research called Modern Portfolio Theory. It's about maximizing your return for a given level of risk through diversification. In other words, don't put all your eggs in one basket.
Simulate and forecast returns.
No one can predict the future, but you can increase your forecasting confidence with sensitivity analysis. We use the Monte Carlo simulation, a popular tool which uses historical data to depict an array of possible portfolio returns.
Dollar-cost averaging lowers your cost basis.
Dollar-cost averaging is investing a consistent amount of money in an investment plan at regular periodic intervals. You purchase more shares when prices are low and fewer shares when prices are higher, thereby reducing your average cost per share.
Personalized investment plan for wealth builders
We build plans that
reflect your risk profile, financial goals and timelines.
Tell us about yourself and your financial goals
The first step is to complete a quick survey about yourself and your financial goals.
We'll customize an investment plan for you
Our interactive digital financial adviser will personalize an investment plan that reflects your financial aspirations.
Sit back and watch your money work for you
Start investing with just $100. Make investing a priority with our automatic deposits.
Wealth building on autopilot.
With a proven investment strategy and automated deposits, sit back and watch your money grow.