OCBC RoboInvest
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This product is managed by OCBC Bank.
Summary
OCBC RoboInvest Review 2024
OCBC RoboInvest is a robo-investment platform that aims to make investing intelligent, convenient and simple for users.
With 38 income, thematic and risk-based portfolios across 7 markets, OCBC RoboInvest is one of Singapore’s most comprehensive and extensive robo-investment platform accessible to everyone. Easily diversify and gain immediate access to various industries, regions and asset classes. Portfolios are carefully monitored, and investors will be notified when opportunities to rebalance arise to better maximise returns.
Whether you’re just starting out or have some experience under your belt, begin investing from as low as US$100, with the option to start with a Monthly Investment Plan (MIP) for selected portfolios.
Product Page Transparency
- Claimed in December 2020
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Summary
OCBC RoboInvest Review 2024
OCBC RoboInvest is a robo-investment platform that aims to make investing intelligent, convenient and simple for users.
With 38 income, thematic and risk-based portfolios across 7 markets, OCBC RoboInvest is one of Singapore’s most comprehensive and extensive robo-investment platform accessible to everyone. Easily diversify and gain immediate access to various industries, regions and asset classes. Portfolios are carefully monitored, and investors will be notified when opportunities to rebalance arise to better maximise returns.
Whether you’re just starting out or have some experience under your belt, begin investing from as low as US$100, with the option to start with a Monthly Investment Plan (MIP) for selected portfolios.
Product Page Transparency
- Claimed in December 2020
Plans (3)
OCBC RoboInvest Income Portfolio
Equities, Real Estate, Fixed Income, Cash
INSTRUMENTS
0.88%
ANNUAL MANAGEMENT FEE
USD2,000
MINIMUM INVESTMENT
N/A
EXPECTED ANNUAL RETURN
Web and Mobile App
PLATFORMS
3.9
137 Reviews
Service Rating
User Experience
Ease of Sign up
Customer Support
High to Low
Posted 27 Aug 2024
Purchased
OCBC RoboInvest Income Portfolio
is only right for me to testify to the expertise and good customer service offered by this organization. I approached them with some doubts in my mind, all doubts were cleared when they eventually came through like they promised Bsbforensic . c o m got all my funds back and I have proof0
What are your thoughts?Posted 26 Aug 2024
Purchased
OCBC RoboInvest Income Portfolio
I would like to express my gratitude to Bsb Forensic for their exceptional assistance in recovering my funds from a forex broker. Their expertise and professionalism in navigating the complex process were truly commendable. Through their guidance and relentless efforts, I was able to successfully retrieve my funds, providing me with much-needed relief. I highly recommend BsbForensic. com , to anyone facing similar challenges, as their dedication and commitment to helping clients are truly impressive. Thank you, Bsb Forensic, for your invaluable support in resolving this matter.0
What are your thoughts?Posted 21 Oct 2021
Purchased
OCBC RoboInvest Diversified Portfolios (Risk-based)
Roboinvest is super easy to use and very friendly. No hassle and easy to signup. A lot of nice portfolios to choose from!0
What are your thoughts?Posted 01 Sep 2021
Purchased
OCBC RoboInvest Diversified Portfolios (Risk-based)
They have an interesting array of portfolios, allowing me to invest in what I like. while the management fee is on the slightly higher side, I'm able to invest in the markets im most familiar with, allowing me to control my risks.0
What are your thoughts?21 Oct 2020
Purchased
OCBC RoboInvest Diversified Portfolios (Risk-based)
[User Experience] [Returns Rate] Simple and easy to use, with great returns - loving it so far! Am also using other robo advisory but this is definitely one of my favorites.2
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02 May 2020
Purchased
OCBC RoboInvest Diversified Portfolios (Risk-based)
I was very new to investing and read about roboinvestors. As a novice, I signed up under Ocbc then because there was a promotion (I was one of the first customers). The sign up was fairly easy. I get to choose which product based on risk appetite. You can login to view what was invested anytime (although I hope that I can obtain the 2FA sent to my mobile instead of email. ) You will be prompted whether you want to balance the invested items so that you can achieve the targets. It's very easy. You just left it to the algorithm to monitor and achieve the targets. You can also decide when your want to redeem, ie sell. I choose to sell at a higher point than my targets and was pleasantly rewarded. I would recommend this to novice investors or investors who don't have the time to do investing themselves. It's much simpler and better than FD or savings acct. Happy investing! Updates: Will still be my go to robo investor as I'm familiar with how it works. Just be aware to hold long to ride out this challenging times.1
What are your thoughts?Been some time since the last post while remaining as a passive reader, following all the posts.
There are so many recommendations for robo investors in the market now and with this volatile and challenging market, I still prefer to stick to one that is linked to banks. (Some may exit the market and leave your hard earned money dangling. Something to think about carefully )
Ocbc has been doing fairly well and build a good reputation. It will still be my go to robo investor as I'm now searching for one.Reply
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Posted 06 Nov 2019
Purchased
OCBC RoboInvest Diversified Portfolios (Risk-based)
[Onboarding Experience] the user interface was very easy to use! I could sign up and do investments within 5 mins.0
What are your thoughts?Posted 06 Nov 2019
Purchased
OCBC RoboInvest Diversified Portfolios (Risk-based)
require low amount of initial deposit and easy to understand. for those who are new to investing this is a good way to start0
What are your thoughts?Posted 06 Nov 2019
Purchased
OCBC RoboInvest Diversified Portfolios (Risk-based)
[User Experience] The interface is very user friendly and the application process is easy and hassle free compare to the traditional investment method. The quarterly review and suggestion for rebalancing makes the whole investment experience worry-free0
What are your thoughts?06 Nov 2019
Purchased
OCBC RoboInvest Diversified Portfolios (Risk-based)
The only thing is that graph does show the real values so pls try to rectify the actual vs real estimation graph for the investments. There is no mobile app for the product.0
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Benefits and Features of OCBC RoboInvest
- Choose from 38 portfolios across 7 markets. Explore the Income Portfolio and a wide range of themes, including Tech, Real Estate, Healthcare, Sustainability and more. OCBC RoboInvest also offers risk-based model portfolios across 6 risk profiles.
- Smart portfolio rebalancing helps to ensure the optimal mix of investments
- Get started with just USD$100, with a monthly investment option for selected portfolios - great for individuals who prefer to start with smaller investments. There is no lock-in period, meaning full or partial withdrawals are permitted anytime and without incurring any charges.
- Invest conveniently and seamlessly via the OCBC Digital app and direct funding via an OCBC deposit account.
Fees and Charges for OCBC RoboInvest
OCBC RoboInvest charges 0.88% per year on the total value of your investments.
Additional exchange fees and charges varies depending on the markets and trading channels used to execute the orders. A summary of the exchange fees and charges are as follows:
Exchange | Fees & Charges |
|---|---|
OCBC RoboInvest Service Fee | 0.88% per year on total value of your investments |
Singapore Exchange |
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Hong Kong Exchange |
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US Exchanges - NASDAQ, NYSE and AMEX |
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London Stock Exchange |
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Europe Markets |
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Summary of the Exchange Fees & Charges
Eligibility: Who Can Use OCBC RoboInvest?
- OCBC Current OR Savings account holders
- Have access to OCBC Online Banking
- 18 years and above
- Not applicable to US citizens or persons residing in the UK, EU,Russia, Belarus or within the EEA
Contact OCBC
- Visit their website for more details on their portfolios, fees and more.
Contact us at [email protected] should you require any assistance or spot any inaccuracies.
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So far, most is negative return