Details
i-Plan
Ever wished “what if the world’s leading experts managed your money?”
With our AI-based solution,
you can have this for yourself.
Individual/Shared Goals
Setup mutual goals with your loved ones with daily savings.
Bank accounts Aggregation
Integrate your accounts
from different banks
Debts Advisory
Reduce the interest rate for your credit card payment.
i-Save
Having difficulties saving money?
We can help you save while you spend.
With "Round-up saving," users can select a card to do iSave and purchase amounts will be rounded up to an integer. Users may choose to save up to the digit of their choice.
*Single digit method means rounding up the numbers after decimal point, e.g. rounding up $8.8 to $9.0.
Ten-digit method means rounding up the units’ digit, e.g. rounding up $8.8 to $10.0.
Hundred-digit method means rounding up the ten-digit, e.g. rounding up $8.8 to $100.0.
A.I. Investment
Powered by Microsoft Azure A.I.
Our Mission
Most millionaires and billionaires have a Private bank or wealth manager helping them to grow and manage their wealth.
However, in Hong Kong, 62% of millennials live from paycheck-to-paycheck and 30% of the Bankruptcy cases come from millennials due to overspending habits with their credit cards.
We aim to make
wealth management accessible to everyone.
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Risk-based Investment
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Customised Portfolio with AI
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Micro-investment: HK$ 100.00
Safety and Security Initiatives
標準盛豐財富信託(亞太)
有限公司
（TC006160）
您的資金安全是我們的首要任務。 因此，您的資金將分配到一個信託基金中，該基金將完全遵循您的指示。未經您的同意及指示，絕不會動用您的資金。
香港上海滙豐銀行
(HSBC)
香港上海滙豐銀行（HSBC）是資金的信託託管人，安全保管你的資金和資產。而HSBC更是香港最大的註冊銀行，以及港幣的三間發鈔銀行之一。
銀行級別高級加密標準
AES-256
我們的網絡安全性基於標準的銀行級加密-256位AES或高級加密標準。 這是使用類似加密標準的最專業級安全系統，可保護您的數據免遭第三方攔截。
CONTACT US
Room 1506, W212 Tower,
212 Texaco Road,
Tsuen Wan, Hong Kong
Email:
Working Hours:
From Monday to Friday 9:00am - 6:00pm