Syfe Managed Portfolios Invite Your Friends Programme
The trusted platform to grow your wealth
Sign up with Syfe Managed Portfolios via the referral link or code: SRP6G4YN8 and receive up to 12 months of management fee waiver for your investments.
| First one-time funding | Management fee waiver |
|---|---|
| S$2,000–S$4,999.99 | 6 months, capped at S$50,000 invested |
| S$5,000–S$9,999.99 | 8 months, capped at S$50,000 invested |
| S$10,000–S$49,999.99 | 10 months, capped at S$50,000 invested |
| S$50,000–S$99,999.99 | 12 months, capped at S$50,000 invested |
| S$100,000 or more | 12 months, capped at S$100,000 invested |
Other terms and conditions apply.
Important: The qualifying amount must be received as the first one-time funding within 30 days after applying the referral code. Subsequent deposits do not increase the qualifying first-funding amount.
Qualifying funds must remain invested for the entire fee-waiver period. A withdrawal or internal transfer that reduces the balance below the initial funded amount may suspend the waiver and result in previously waived fees being clawed back.
Syfe Managed Portfolios and Syfe Brokerage are two separate products on the Syfe platform.
A new customer may qualify for benefits from both product categories by making the required first one-time funding separately for each.
Table of Contents
What is Syfe?
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 has expanded to Hong Kong and Australia, and grown to cover a holistic range of investment solutions, from institutional-level fully managed portfolios and directly indexed REITs, to brokerage and cash management.
As of June 2025, Syfe reported that it managed well over US$10 billion in total assets across the region.
Major Developments
- Syfe has announced the successful close of its Series C funding round of US $80 million [5 Jun 2025]
- This latest round brings Syfe’s total funding to date to US $132 million and follows the recent strategic acquisition of Selfwealth, one of Australia’s most established and trusted online investment platforms.
MAS License
Syfe is licensed by the Monetary Authority of Singapore (“MAS”) under a Capital Markets Services (“CMS”) License (CMS License No: CMS100837) for retail fund management.
Awards
Syfe Cash Management
Cash+ Flexi
Earn projected returns on your SGD or USD with no lock-ins.
Cash+ Guaranteed
Launched on 22 August 2023, Cash+ Guaranteed lets users enjoy guaranteed returns on any investment amount, which sets it apart from the usual offering of personalised and custom portfolios.
Features:
- Funds invested into fixed deposits provided by banks in Singapore
- Access rates sourced from Syfe’s underlying bank providers
- Rates regularly-assessed from several bank providers. No need to keep switching banks to access higher rates
- Lock funds in a 1, 3, 6 or 12-month term
- Auto-reinvest at maturity - accelerate savings through power of compounding
WARNING: Cash+ Guaranteed is a managed investment portfolio, and should not be taken as a fixed deposit. Until the investment is locked in, the rate is subject to change. Investment capital and returns are guaranteed subject to underlying bank risk.
Cash+ Guaranteed is an investment product rather than a bank deposit and is not covered by SDIC.
Syfe Managed Portfolios
Syfe Managed Portfolios offers personalised and custom portfolios for different investment goals. Management fees currently range from 0.25% to 0.65% per annum, excluding GST, depending on the client’s Syfe pricing tier.
Special mentions
Downside Protected S&P 500 Portfolio
Launched in September 2024, the portfolio seeks to participate in the growth of the S&P 500 while limiting downside within its defined protection parameters. The protection is not a guarantee against every loss.
A webinar was conducted to share how the portfolio’s downside protection works, its re-optimisation feature to lock in gains, and how it plays a role in strategic asset diversification.
SRS Investments
In Q4 2024, Syfe introduced Supplementary Retirement Scheme (SRS) investments, empowering clients to grow their retirement funds while enjoying significant tax relief.
Why Syfe for your SRS investments?
- All-in-one App: With SRS now on Syfe, you can manage brokerage, cash management, managed portfolios and SRS investments on one platform.
- Enhanced Tier Benefits: Your SRS investments count towards your Syfe tier level, unlocking lower fees and greater rewards as your investments grow.
FAQ
Are my investment funds secure if I invest through Syfe?
Syfe states that client funds and investments are held in trust or custodian accounts with established financial institutions and kept separate from Syfe’s own corporate assets. This segregation prevents Syfe from using client assets for its operating expenses, but it does not protect investors from market losses or eliminate every risk associated with a custodian.
Useful reads
What are the real fees you pay when buying funds or unit trusts?
An article by Syfe which advocates buying ETFs over unit trust or mutual funds and comparing their fees against banks, robo-advisors and self-serve platforms popular in Singapore.
It is quite lengthy but you can scroll down to the comparison tables if you are in a rush.
Auntiehuat
Web Administrator
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