How to Digital Wealth - Manage Financial Plan

Achieve your goals with auto-debit investments through 360 – Manage Financial Plan

Set your financial goals
Get a simulation with automatic calculations based on your dream goals
Find recommended product according to your goals and risk profile
There are various choices of investment products, choose your own according to your preferences

How to create and manage your financial plans

Choose “Manage Financial Plan”

Select a financial goal such as “Prepare a Pension Fund”

Fill in your information and click “View Simulation”

View your Simulation Result then choose “Allocate Funds”. If the simulation result is not as desired, select “Change Target”

Choose your transaction date for your fixed deposit and your monthly transaction date for your investment. Click “Choose” to select your mutual fund product