Tailored investment solutions designed to meet your financial goals
The financial markets are constantly evolving. Shaped by economic shifts, geopolitical events, and unexpected volatility. For the average investor, navigating these complexities and making the right investment decisions can be overwhelming.
With Phillip Invest’s Private Mandate Portfolios, our seasoned professionals do the heavy lifting, analyzing the markets and strategically managing your portfolio, so you can focus on what truly matters.
Unlike conventional unit trusts or mutual funds, a Private Mandate Portfolio provides direct ownership, customized asset allocation, and active management, ensuring that your portfolio is aligned with your specific financial goals.
Why Choose Phillip Invest’s Private Mandate?
✅ Professional Fund Management:
Our experienced portfolio managers leverage extensive market expertise, data-driven insights, and disciplined strategies to help you capitalize on market opportunities while mitigating risks.
✅ Exclusive Market Opportunities:
Gain access to institutional-grade investments and exclusive opportunities typically unavailable to retail investors, including IPOs, structured products, and private equity.
✅ Customized Investment Strategy:
We tailor your portfolio based on your risk appetite, time horizon, and financial objectives. Whether you aim for high growth, passive income, or capital preservation, our team structures an investment plan that suits you.
✅ Diversified Asset Classes:
Access a broad spectrum of investment instruments, including equities, bonds, REITs, ETFs, and alternative assets. This helps enhance potential returns while reducing exposure to market volatility.
✅ Risk Management & Wealth Preservation:
Our disciplined approach ensures a well-balanced portfolio with effective risk management measures, designed to protect your capital while achieving sustainable growth.
✅ Full Transparency Over Portfolios:
Unlike unit trusts or pooled investments, a Private Mandate offers clear visibility over your holdings, allowing you to stay informed about every investment decision.
Top 6 Recommended Private Mandates
Phillip Invest offers a range of Private Mandates tailored to different investment styles and risk appetites.
1️⃣ Phillip PMART ESG Conservative Portfolio
✔️ Risk Profile: Low to Moderate
🔹 Focuses on sustainable investments using Environmental, Social, and Governance (ESG) principles.
🔹 Suitable for investors seeking capital preservation with steady returns.
2️⃣ Phillip PMART ESG Shariah Conservative Portfolio
✔️ Risk Profile: Low to Moderate
🔹 A Shariah-compliant portfolio incorporating ESG principles.
🔹 Ideal for investors looking for ethical investments with minimal risk exposure.
3️⃣ Phillip PMART Dividend Enhanced Balanced Portfolio
✔️ Risk Profile: Moderate
🔹 A mix of dividend-paying stocks and balanced investments for steady income.
🔹 Best for investors who seek both income and growth while maintaining moderate risk.
4️⃣ Phillip PMART Dividend Enhanced Shariah Balanced Portfolio
✔️ Risk Profile: Moderate
🔹 Combines Shariah-compliant investments with a dividend-enhanced strategy.
🔹 Suitable for investors looking for ethical, moderate-risk investments.
5️⃣ Phillip PMART UT Aggressive Portfolio
✔️ Risk Profile: High
🔹 An aggressive investment strategy for higher capital appreciation.
🔹 Best for investors with a high-risk tolerance and a long-term investment horizon.
6️⃣ Phillip PMART Quant US Aggressive Portfolio
✔️ Risk Profile: High
🔹 A data-driven, algorithmic investment strategy focused on the U.S. stock market.
🔹 Best suited for investors who want quantitative, systematic exposure to U.S. equities.
🔹 Designed to capture growth opportunities in leading global tech and innovation-driven companies.
Who Should Consider a Private Mandate?
A Private Mandate is ideal for investors who:
✔️ Have investable assets starting from RM5,000 and above.
✔️ Want a personalized investment approach aligned with their financial goals.
✔️ Prefer direct ownership of their investments rather than pooled funds.
✔️ Seek a hands-off approach with professional management.
✔️ Wish to diversify retirement savings and have greater peace of mind with a structured, transparent, and well-diversified portfolio.
Start Building Your Portfolio
At Phillip Invest, we understand that every investor has unique goals. Whether you’re looking to build wealth, secure passive income, or preserve capital, our Private Mandate service offers the expertise and resources to help you achieve financial success.
Let us help you build a portfolio that works for you. Invest with confidence today!
Check out the tutorial video below to start your investment journey!
💼 Ready to Invest?
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