DBSV WealthBOX
DBSV WealthBOX is a wealth platform that manages investment portfolio in form of asset allocation by DBSV specialists to furnish investors with “The best return that suits your comfort at an acceptable risk” and also has the exclusive features to investment portfolio the beginner make decision even without knowledge. The application allows the users to monitor the status and rebalance their portfolio according to the new settlement risks and goals everywhere and every time, with an initial investment of 10,000 baht or choosing a monthly investment (DCA).
This version only allows to invest in mutual funds. For the next version, DBSV WealthBOX will be able to invest in the different asset classes such as Thai and foreign stocks.
Highlights of DBSV WealthBOX
- DBSV Scoring is a credit rating for a particular fund with criteria from the investment specialist team from DBSV. The credit rating will help investors to assess which funds have a good potential and performance according to its history.
- DBSV Fund Info Instant searching. Convenient and easy to read within one app with the fund fact sheets.
- Fund Performance Historical data that shows the details up to 5 years.
- Notify when the proportion of investment changes from your first setup.
- Notify when current %unrealized loss close to your %Stop Loss Alert.
- Investors should actively review investment objective and monitor portfolio. The choice to adjust %asset class is upon investors’ need.
- Monitor your portfolio status online via Mobile Application – DBSV WealthBOX
- Report on portfolio balance according to mark to market
- Reporting monthly e-Statement
DBSV WealthBOX is a wealth platform that manages investment portfolio in form of asset allocation by DBSV specialists to furnish investors with “The best return that suits your comfort at an acceptable risk” and also has the exclusive features to investment portfolio the beginner make decision even without knowledge. The application allows the users to monitor the status and rebalance their portfolio according to the new settlement risks and goals everywhere and every time, with an initial investment of 10,000 baht or choosing a monthly investment (DCA).
This version only allows to invest in mutual funds. For the next version, DBSV WealthBOX will be able to invest in the different asset classes such as Thai and foreign stocks.
Highlights of DBSV WealthBOX
- DBSV Scoring is a credit rating for a particular fund with criteria from the investment specialist team from DBSV. The credit rating will help investors to assess which funds have a good potential and performance according to its history.
- DBSV Fund Info Instant searching. Convenient and easy to read within one app with the fund fact sheets.
- Fund Performance Historical data that shows the details up to 5 years.
- Notify when the proportion of investment changes from your first setup.
- Notify when current %unrealized loss close to your %Stop Loss Alert.
- Investors should actively review investment objective and monitor portfolio. The choice to adjust %asset class is upon investors’ need.
- Monitor your portfolio status online via Mobile Application – DBSV WealthBOX
- Report on portfolio balance according to mark to market
- Reporting monthly e-Statement
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