STASHAWAY

StashAway is a digital wealth management platform. Investments are made with their proprietary investment strategy, ERAA® (Economic Regime-based Asset Allocation) which leverages macroeconomic data to minimise risk and maximise returns for every portfolio throughout economic cycles. 

Headquarters

Singapore

History

Founded in 2016, operating since July 2017

Management

  • Co-founder & CEO: Michele Ferrario
  • Co-founder & CIO: Freddy Lim
  • Co-founder & CTO: Nino Ulsamer

Ownership

Privately held

Funding

Total funding amounting to USD 61.4 million

Licenses

StashAway is a brand of Asia Wealth Platform Pte Ltd (201624878Z) and is regulated by the Monetary Authority of Singapore (MAS). Licensed under the Capital Markets Services (CMS) Licence (CMS license no. CMS100604), and is also an Exempt Financial Adviser under the Financial Advisors Act (Chapter 110) of Singapore.

 

Contact

Email: support@stashaway.sg

Call: +65 6958 1052

Whatsapp: +65 98770801

Vist: 105 Cecil St #14-01 The Octagon Singapore 069534

Visit site Stashaway Proucts

Products and investment methodology

1. StashAway’s Global Macro Strategy Portfolios

  • For investing across Bonds, REITs, Stocks, ETFs, Commodities
  • Uses ERAA method as an investment framework for high return but lower risks. StashAway ERAA is a proprietary risk management strategy that focuses on asset allocation to balance your portfolio according to different economic conditions

2. StashAway Simple™

  • StashAway Simple™ allocates 50% of your assets to the LionGlobal SGD Money Market Fund, and 50% to LionGlobal SGD Enhanced Liquidity Fund SGD Class I Acc

3. StashAway’s Income Portfolio

  • For investing across government bonds, corporate bonds, REITs, and stocks
  • Portfolio option has a projected net return of 4.4% 

Fees

Annual Fee of 0.20% – 0.8% per annum on the assets under advice . Expense ratio charged by ETF manager is approximately 0.2% p.a. Income Portfolio’s expense ratio is approximately 0.4% p.a.

 

Minimum Investment Amount

  • Single sum: S$0
  • Monthly sum: S$0
  • StashAway’s Income Portfolio: $10,000

Available to both retail and accredited investors

Source of investment

Cash / SRS only

FAQs

General Account opening SRS related ERAA FRAMEWORK

Reviews

Been with StashAway for 20mths and I’ve to say returns have been pretty decent. I invested exactly SGD60k (started with 5k, increased it over 20mths by tranches of 5k in diff risk profiles to the current 60k), I’m sitting on slightly over SGD71.5K now[Full review]

Emil Goh / Google

Been with stashaway for a few months now, and haven’t lost money yet. Not a significant amount of return on a couple of portfolios, but at least capital isn’t eroded…[Full Review]

Kedar Tembe / Google

I have been with StashAway for about a year now, and it’s been pretty pleasant so far. It’s easy to transfer money across the various portfolios, and their customer support is very responsive e….[Full Review]

Charmaine / Seedly

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