(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.