DBSV WealthBOX

What's DBSV WealthBOX

Our all-in-one investment fund assistant app is designed for DBS customers, providing a wide range of features. It enables you to seamlessly perform functions such as subscription, redemption, switching funds, or setting up a fund savings plan using the Dollar-Cost Averaging (DCA) method. Furthermore, the app supports investment in Model Portfolios, including the top 14 fund management companies. Best of all, it's free to use without any additional fees or charges. It is compatible with both iOS and Android.

Why DBSV WealthBOX

  • Invest in Top Funds from Over 14 Fund Management Companies with a Single Account.
  • No additional fees - All transactions are subject to the same fees as direct purchases from fund management companies or banks.
  • Convenience - Invest anytime, anywhere.
  • Daily Fund Updates - Stay updated with the latest fund information from top sources like MorningStar and FundConnext.
  • Don't miss any attractive investment opportunities with in-depth analysis from the DBSV Research team.
  • Confidence and Security - Rest assured with investments certified under the "5 Steps to Investment with Confidence" by the Securities and Exchange Commission (SEC).

Features

Freedom to Invest : Choose to buy and sell funds independently, covering all investment assets* from all Asset Management Companies.**
Model Portfolio : Offers investment models designed by DBS expert teams to provide investors with good returns, suitable for acceptable risks.
Order Proposal : Provides buy and sell fund proposals, both individually and in Model Portfolio format, with notifications through the app, email, and SMS.
Fund Ranking : Conveniently select and rank funds according to desired criteria, such as returns or ratings.
Fund Info : Exclusive information about focused funds, including performance, fees, and Morningstar ratings.
Fund Research : Stay updated with direct fund analysis from the DBSV Research team, including historical fund analysis, released every week.
Dollar-cost-averaging (DCA) : An investment strategy that divides the total investment amount into regular intervals to reduce overall cost fluctuations.
eStatement : Easily review investment summaries with monthly statements available for direct download within the application.
Remarks:
  • * Investment assets depend on the current risk assessment conducted by the customer.
  • ** Only available through DBS Vickers Securities (Thailand) as the representative of fund management companies.

List of AMCs

  • Aberdeen Asset Management (Thailand) Ltd
  • Bualuang Asset Management Company Ltd
  • Eastspring Asset Management Company Ltd
  • Kasikorn Asset Management Company Ltd
  • Kiatnakin Phatra Asset Management Company Ltd
  • Krung Thai Asset Management Company Ltd
  • Krungsri Asset Management Company Ltd
  • Land and House Asset Management Company Ltd
  • MFC Asset Management Company Ltd
  • One Asset Management Company Ltd
  • Principal Asset Management Company Ltd
  • SCB Asset Management Company Ltd
  • Talis Asset Management Company Ltd
  • UOB Asset Management Company Ltd

Payment Channels

You can do it in 2 ways as follows:
  1. Automatic Bank Transfer System (ATS)
  2. Bill Payment Read more

depends on each fund from each AMCs. You can check it at:
  • Before trade : Goto menu Freedom to Invest > Trade > Select Fund - view Settlement Period
  • After Trade : Goto menu Freedom to Invest > Order Status > Order Status Details

Cut-off time

depends on each fund from each AMCs. You can check it at:
Goto menu Freedom to Invest > Trade > Select Fund - view DBSV's Cut-off time

User Manual

   - DBSV WealthBOX (in Thai)

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