Your Career Was Built on Intentional Decisions. Your Retirement Should Be, Too.
You are where you are because of deliberate, intelligent choices. But letting your SRS idle at 0.05% or parked in a generic fund isn’t a choice—it’s an oversight. Let’s fix that.
MAS Licence No.: FA100064-1
(Singpass enabled)
The Fortune 500 Standard for Retirement.
For 6 years, the world’s most innovative companies have trusted our investment engine to power their employees’ retirement planning and investments.
They don’t settle for ‘good enough’ when it comes to their people’s retirement. Before they chose a partner, they tested them. Rigorously. They scrutinized our strategy. They verified our technology. The choice was clear.
The question is: Is your SRS managed to that same institutional-grade standard?
An Intelligent Retirement is Built on Two Pillars.
Pillar 1: Tax Alpha.
Returns are only half the equation. The other half is strategy. We design your exit, structuring your withdrawals to generate “Tax Alpha”—a return created purely through intelligent tax planning.
The Architect's Advantage
Without a plan, your retirement withdrawals can trigger a significant and unexpected tax bill.
Pillar 2: Disciplined Growth.
We don’t chase trends. We deploy a disciplined, globally diversified investment philosophy built for all-weather performance. Using low-cost, institutional-grade funds, we give you exposure to over 1,000 of the world’s best companies across developed and emerging markets. It’s an engine designed for one thing: consistent, long-term growth.
Historical 10-Year Annualized Returns (Net of Fees) of AutoWealth SRS Portfolios
As of 31 Dec 2024. Past performance is not indicative of future results.
The SRS Architecture Program
A structured program to build your tax-efficient retirement strategy, available until 31 October 2025.*
For Any SRS Investment
The Foundation
Establish your SRS investment strategy on our secure, segregated custody platform and enjoy zero management fees for your SRS portfolio until 31 Dec 2025 as a welcome to the program. (note: Unit Trust expense ratios still apply.)
When approaching the desired retirement age
The Strategic Partnership
Deepen the engagement with a complimentary 1-on-1 SRS Withdrawal Strategy Session, where your dedicated wealth manager will design your personal 10-year tax-optimized plan.
For SRS Investments of S$250,000+
The SRS Optimisation Review
Achieve total integration with a SRS Optimisation Review, where we analyze and opimitize your SRS, your tax savings, and your retirement planning through the AutoWealth proprietary fact finding process.
Your Upgrade is Ready.
Intelligence deserves to be rewarded. Stop leaving your retirement to chance. Activate your SRS strategy with us today.
*Promotion ends on 31 Oct 2025. Terms & Conditions apply.
Terms & Conditions
- Promotion period: 22 Aug 2025 to 31 Oct 2025.
- This promotion only applies to new and existing clients who have not previously funded an AutoWealth SRS portfolio before the commencement of the promotion 22 Aug 2025.
- For the avoidance of doubt, this promotion extends to existing clients who have previously created an AutoWealth SRS portfolio but have not funded it before the commencement of the promotion 22 Aug 2025.
- To qualify for this promotion, eligible clients must fund their AutoWealth SRS portfolio before the end of the promotion period 31 Oct 2025.
- Under this promotion, fees and charges for all AutoWealth SRS portfolio(s) funded during the promotion period 22 Aug 2025 to 31 Oct 2025 will be fully waived until 31 Dec 2025.
- Mutual fund (unit trust) expense ratio, directly deducted off the fund net asset value by the fund manager, still applies.