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MILES WEALTH
How does it work?
Start with your life goals.
Build your portfolio around it.
01
Understand your goals
Tell us what you're working toward. Your financial circumstances and comfort with risk help shape your investing approach.
02
Assess your risk profile
Your answers help us establish an approach aligned to your goals and risk tolerance.
03
Build a personalised portfolio
Build a mutual fund portfolio around what you're working toward, rather than simply picking funds based on recent performance.
04
Periodic Portfolio Review
Your investments deserve attention beyond the day you start. Miles Wealth follows a defined portfolio review schedule.
First review one year after your first investment, then quarterly.
The month doesn't wait for your financial goals.
WHY US?
We understand that people come from all walks of life - doctors, developers, product managers, operations, sales, designers, and more.
You can’t be an expert at everything. That’s where we come in - helping you align your investments with your life goals.
01
We Are All Ears
Before we recommend anything, we listen - to your needs, starting from your income and expenses, your life goals, who depends on you, how much risk you're actually okay with, and what you've already saved. Your portfolio starts from your life, not a template.
02
Built on Data, Not Guesswork
Our in-house algorithm scans 45,000+ data points across 1,500+ mutual funds on 30+ metrics - not just past returns - to shortlist what's actually good, then tailors it for you.
03
A Track Record You Can Check
18 of our last 21 fund recommendations (over the past 24 months) have outperformed their benchmark. We'll always show you the number, not just claim it.
Your money has enough responsibilities already.
Give your goals a place, too.
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