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Review of Investing my CPF and SRS funds with Endowus
By Heartland Boy  •  January 31, 2021
(Source: Endowus) I recently accumulated a tidy amount inside my SRS account as an endowment fund had reached maturity. The timing also coincided with my year-end top-up to SRS which was intended to reduce my tax bill.  Wary of leaving my SRS funds idle, I decided to look around for robo-advisory solutions that accept SRS funds. This led me to Endowus as its platform offers investment products that accepts cash, SRS and even CPF OA funds. After some due diligence, I took the plunge and started a portfolio under Endowus Fund Smart. Here is my review of investing my CPF and SRS funds with Endowus. ENDOWUS FUND SMART Amongst the various investment products (General Wealth Accumulation and Cash Smart) offered, I find that Fund Smart suits my investment objectives the most. Endowus Fund Smart grants investors the flexibility of a DIY approach by customising their respective portfolios from a curated list of unit trusts. Here are the reasons why I have picked Fund Smart....
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By Heartland Boy
Heartland Boy is a young working adult who pretends to be competent in the real estate industry despite graduating with only a Business Management degree. Outside of work, he analyses stocks, reits and property for investment to build passive income. He is also a stickler for all things that represent value-for-money.
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