Saving and investing -
All in one app
Syfe brand is trusted by 100K+ investorsPlatform partners
As featured in
Regulated by Securities and Futures Commission of Hong Kong (SFC)License - CE No: BRQ741
Saving and investing -
All in one app
Syfe brand is trusted by 100K+ investorsPlatform partners
As featured in
Regulated by Securities and Futures Commission of Hong Kong (SFC)License - CE No: BRQ741
Saving and investing -
All in one app
Syfe brand is trusted by 100K+ investorsPlatform partners
As featured in
Regulated by Securities and Futures Commission of Hong Kong (SFC)License - CE No: BRQ741
Saving and investing -
All in one app
Syfe brand is trusted by 100K+ investorsPlatform partners
As featured in
Regulated by Securities and Futures Commission of Hong Kong (SFC)License - CE No: BRQ741
Syfe brand is trusted by 100K+ investorsPlatform partners
As featured in
Regulated by Securities and Futures Commission of Hong Kong (SFC)License - CE No: BRQ741
Syfe brand is trusted by 100K+ investorsPlatform partners
As featured in
Regulated by Securities and Futures Commission of Hong Kong (SFC)License - CE No: BRQ741
Access professionally managed, automated portfolios at low cost
Built with stocks, funds, and ETFs
Diversified across assets and markets
Auto rebalancing and dividend reinvesting
No lock-ins,
no min. balance
no min. balance
Complimentary
wealth advice
wealth advice
Open an account now starting with just HK$ 10,000! Learn more
Why Syfe?
Trusted by 100,000+ investors
One of the fastest growing investment platforms in APAC. Headquartered in Singapre, now in Hong Kong and Australia.
Fraction of the cost
Finest portfolios for every investor. Together with world's leading asset managers, Syfe delivers the best financial solutions at fraction of the cost.
Safe and secure
Regulated by the Securities and Futures Commission, Syfe holds licenses under types 1, 4, and 9. Your assets are safeguarded in a segregated custodian account with HSBC.
Portfolios managed by experienced professionals
Dhruv Arora
Founder and CEO
Samantha Horton
Chief Business Officer
Akiko Matsumoto
Head of Portfolio Construction & Risk Management
Ritesh Ganeriwal
Head of Investment Advisory
Winnie Cheung
Executive Director
Archit Parakh
Head of Business DevelopmentAccess best-in-class ETF fund managers
What Differentiates Syfe?
SyfeManaged Portfolios
DIY
investingStocks,
ETF Picking
investingStocks,
ETF Picking
Investment portfolio
Built for youDiversified,
Long-term focused
Long-term focused
Self-builtActive, emotional
biases
biases
Effort
LowProfessionally managed
HighHands-on
Cost
All inclusiveLow management
fee from 0.35%
fee from 0.35%
Min fee
per tradeAdding up
with every trade
per tradeAdding up
with every trade
Professional advice
FreeIndustry expert
NoneOwn research
Earn higher returns on your idle cash
Cash Management
Invest in high quality money market funds with daily accruals, no limits and no lock-ups through Cash+
Cash Management
Invest in high quality money market funds with daily accruals, no limits and no lock-ups through Cash+
Cash Management
Invest in high quality money market funds with daily accruals, no limits and no lock-ups through Cash+
*Cash+ is a low risk rated discretionary portfolio management service provided by Syfe. It is not a savings or deposit product at a bank. Investments involve risks and Cash+ does not provide any guarantee or assurance of returns. Syfe may alter the constituents and/or rebalance the allocations at any time in accordance with the objective of Cash+.
Invest with the Core-Satellite strategy
Core-Satellite investing is a simple yet powerful way to grow your wealth.
Hong Kong's first direct indexed Core portfolios
Syfe’s Core portfolios are designed to achieve essential financial goals.
Core Equity100
Popular
Risk Rating
Avg ann return (8Y)
High risk
+10.12%
Core Growth
Popular
Risk Rating
Avg ann return (8Y)
Moderately high risk
+7.07%
Core Equity100
Popular
Risk Rating
Avg ann return (8Y)
High risk
+10.12%
Core Growth
Popular
Risk Rating
Avg ann return (8Y)
Moderately high risk
+7.07%
Core Balanced
Risk Rating
Avg ann return (8Y)
Moderately low risk
+4.49%
Core Defensive
Risk Rating
Avg ann return (8Y)
Low risk
+3.02%
Core Equity100
Popular
Risk Rating
Avg ann return (8Y)
High risk
+10.12%
Core Growth
Popular
Risk Rating
Avg ann return (8Y)
Moderately high risk
+7.07%
Core Balanced
Risk Rating
Avg ann return (8Y)
Moderately low risk
+4.49%
Core Defensive
Risk Rating
Avg ann return (8Y)
Low risk
+3.02%
Satellite Portfolios
Portfolios for further diversification and targeted exposures to certain asset classes, themes, markets and sectors.
Select Themes
ESG & Clean Energy
Popular
Risk Rating
Avg ann return (5Y)
Very high risk
+12.84%
Disruptive Technology
Popular
Risk Rating
Avg ann return (5Y)
Very high risk
+6.62%
ESG & Clean Energy
Popular
Risk Rating
Avg ann return (5Y)
Very high risk
+12.84%
Disruptive Technology
Popular
Risk Rating
Avg ann return (5Y)
Very high risk
+6.62%
Healthcare Innovation
Risk Rating
Avg ann return (5Y)
Very high risk
+10.43%
China Growth
Risk Rating
Avg ann return (5Y)
Very high risk
-2.8%
Global Income
Risk Rating
Avg ann return (5Y)
Moderately high risk
+1.48%
ESG & Clean Energy
Popular
Risk Rating
Avg ann return (5Y)
Very high risk
+12.84%
Disruptive Technology
Popular
Risk Rating
Avg ann return (5Y)
Very high risk
+6.62%
Healthcare Innovation
Risk Rating
Avg ann return (5Y)
Very high risk
+10.43%
China Growth
Risk Rating
Avg ann return (5Y)
Very high risk
-2.8%
Global Income
Risk Rating
Avg ann return (5Y)
Moderately high risk
+1.48%
*Annualised past return is the geometric average calculated on daily NAVs with gross income reinvested over the backtested period. The backtested period has been updated till 30th Apr 2023 14:30 HKT. The returns are calculated before management fees. Different customer tiers will have different fee structures and performance may not be the same.
Past returns are not a guarantee for future performance.
Past returns are not a guarantee for future performance.
Talk to our Wealth Experts
General Enquiries
Get help in understanding Syfe’s portfolios, fees and platform features
Personalised consultation for Black tier and above
Get a personalised consultation based on your goals if you are planning to invest more than HK$200,000.
Private Wealth
Bespoke solutions for high and ultra-high net worth individuals, families and institutions
Explore Private Wealth
Frequently asked questions
Why invest with Syfe?
01:24
Investing is not guessing. Is Syfe trustworthy?
00:58
Is managing wealth with Syfe affordable?
00:55
How to get started with Syfe?
00:25What is Syfe and how does it work?
Syfe is a digital investment platform that is building the next generation of financial solutions for individuals across Asia. Launched in July 2019, Syfe’s mission is to transform the way people manage their money and make high quality financial services affordable and accessible to all. Syfe is the all-in-one platform where everyday investors can access simple, smart and affordable investing, to grow wealth their way.
We offer personalised portfolios, enabling users to fulfil their long-term financial goals. The platform has no minimum investment amounts after account opening and maintains a low annual fee, starting at 0.35% per annum of the total amount invested.
In Hong Kong, Syfe carries on business through Syfe Hong Kong Limited, which is licensed by the Securities and Futures Commission (License No. BRQ741) for Types 1 (Dealing in Securities), 4 (Advising on Securities), and 9 (Asset Management) to provide relevant investment services.
We offer personalised portfolios, enabling users to fulfil their long-term financial goals. The platform has no minimum investment amounts after account opening and maintains a low annual fee, starting at 0.35% per annum of the total amount invested.
In Hong Kong, Syfe carries on business through Syfe Hong Kong Limited, which is licensed by the Securities and Futures Commission (License No. BRQ741) for Types 1 (Dealing in Securities), 4 (Advising on Securities), and 9 (Asset Management) to provide relevant investment services.
What are the portfolios available?
Syfe offers two portfolio categories:
Core - All-in-one portfolios that hold equity, bond, and gold ETFs as well as individual stocks. Depending on your goals, investing timeline, and risk appetite, you can choose between Core Defensive, Core Balanced, Core Growth, and Core Equity100 portfolios.
Select - Choose from 5 thematic options to capture long term trends effortlessly.
Core - All-in-one portfolios that hold equity, bond, and gold ETFs as well as individual stocks. Depending on your goals, investing timeline, and risk appetite, you can choose between Core Defensive, Core Balanced, Core Growth, and Core Equity100 portfolios.
Select - Choose from 5 thematic options to capture long term trends effortlessly.
How do the pricing tiers work?
For customers with under HK$200,000 invested, their management fees are 0.65% a year, as our Blue client.
If customers have between HK$200,000 and HK$1 million invested, they pay a lower fee of 0.5% a year, as our Black client.
Customers with over HK$1 million invested pay 0.4% a year as our Syfe Gold client. They may also join our Private Wealth service when they invest over HK$5 million, with management fees at 0.35% a year.
If customers have between HK$200,000 and HK$1 million invested, they pay a lower fee of 0.5% a year, as our Black client.
Customers with over HK$1 million invested pay 0.4% a year as our Syfe Gold client. They may also join our Private Wealth service when they invest over HK$5 million, with management fees at 0.35% a year.
How much does Syfe charge?
For our investment portfolios, our fees range from 0.35% to 0.65% per year based on the higher of your total assets under management or total invested amount.
Please note that the total invested amount is calculated as all cash inflows minus cash outflows. Any withdrawals and dividends paid out to bank accounts are categorised as cash outflows.
The value of your total assets under management is your portfolio value/net asset value.
Our management fee covers everything from portfolio monitoring to automatic rebalancing. You are not charged any additional brokerage or platform fees.
Please note that the total invested amount is calculated as all cash inflows minus cash outflows. Any withdrawals and dividends paid out to bank accounts are categorised as cash outflows.
The value of your total assets under management is your portfolio value/net asset value.
Our management fee covers everything from portfolio monitoring to automatic rebalancing. You are not charged any additional brokerage or platform fees.
As featured in
Pronounced as
Sounds like life
Sounds like life
Why the name Syfe?
In Japanese, the word Saifu means wallet and to be closely associated with our most important attribute - which is the word safe
In Japanese, the word Saifu means wallet and to be closely associated with our most important attribute - which is the word safe
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The information contained herein is for general information and reference purposes only. Information on this website is not and should not be construed as an offer to sell, or a solicitation of an offer to buy any security, investment product or service, nor a distribution of information for any such purpose. It is not intended to form the basis of any investment decision. Investors should not make any investment decision based solely on the information and services provided herein. Before making any investment decision, investors browsing this website should consider his/her own circumstances including but not limited to his/her financial situation, investment experience and investment objectives, and should understand the nature, terms and risks of the relevant investment funds in detail. Unless otherwise specified, all historical figures shown are for illustration purposes only and not necessarily indicative of future performance. All forms of investment carry risks, including fluctuation of prices of fund units and the possibility of loss of the capital invested. Please ensure that you fully understand the risks and costs involved by reading the Risk Disclosure Statement. The fund(s) mentioned above may not be authorised by the Securities and Futures Commission ("SFC") in Hong Kong. Please seek professional advice from an independent financial consultant where necessary. The webpage(s) have not been reviewed by the SFC. Syfe Hong Kong Limited (“Syfe”) is a Hong Kong Corporation licensed by the SFC (CE No. BRQ741) under Types 1 (Dealing in Securities), 4 (Advising on Securities), and 9 (Asset Management) for conducting relevant investment activities. Every reasonable care has been taken by Syfe to ensure that the information included on this website is correct, up-to-date, complete, fit for its intended purpose and in line with relevant legislation and regulations. However, errors or omissions may occur due to circumstances out of Syfe’s control and information or forecast, being current only as at the date it is first posted, showing prevailing market conditions and certain assumptions (which may not be proven valid) posted on this website is and may no longer be true or complete when viewed by you. No warranty will be given or representation made, regarding the accuracy, validity or completeness of the information on this website and no liability is accepted by such persons for the accuracy or completeness of such information.
