Compared to other financial planners, investing through AutoWealth Malaysia has several benefits:

• Better investment returns through AutoWealth Malaysia’s “passive strategy”. The well-established SPIVA Scorecard published by S&P Dow Jones Indices1 and other financial researches, found that 80-90% of active fund managers consistently underperforms compared to benchmark market returns over the short, medium and long term. At AutoWealth Malaysia, we take a passive market-returns approach with no speculation so that you achieve better investment performance.

• Lower Fees. Many financial planners include multiple hidden fees such as commissions, sales charges, and more, collectively amounting to 2-4%, which can significantly impact your financial goals. At AutoWealth Malaysia Malaysia, we only charge a transparent management fee of 0.50% p.a., calculated based on your assets under management (AUM), and a 0.5% of currency conversion spread. This means more of your returns stay invested, allowing for better long-term growth and alignment with your financial goals.

• Customized profile and investment portfolio. At AutoWealth Malaysia, you enjoy robust investor profiling and our algorithm tailors and rebalances your investment portfolio according to your unique investor profile and financial circumstances.

• Consistency. When using traditional financial planners, you may be assigned to a different human financial planner from time to time when your financial planner moves on to another company. At AutoWealth Malaysia, the algorithm that knows you is consistent.

We generally do not comment on other similar service providers. However, we can share that AutoWealth Malaysia has the following features:

• Holds a Digital Investment Manager License from SC.

• Follows a pure market returns strategy with no “black box” discretionary elements. Proven by many well-established studies to outperform 80 to 90% “black box” discretionary strategies over a short (5 years) to long (15 years) period.

• Low fees regardless of investment amount. Low fees make investing accessible to a broader range of people. It’s not just for high-net-worth individuals; even those with smaller portfolios can benefit from the cost-effective investment options AutoWealth Malaysia provides.

• All client assets are held in legally segregated iFast (our partnering custodian) custody account under their own name. In any bankruptcy situations, no one except the client, has any legal claims on the assets.
• Each of our clients is assigned a wealth manager who is always one whatsapp away.