Getting Started — MissionPath Portfolios
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How it starts

One conversation. Then everything in writing.

It begins with a 30-minute call — no pitch, no obligation — then the account, the mandate, and every fee in writing.

The consultation

Three steps to getting started.

01

We talk

A 30-minute call about your goals, horizon, and how you handle risk. No pitch — we’ll both know quickly whether this is a fit.

30 minutes 02

We open your account

Your account is opened in your own name with Phillip Securities as custodian — your money never sits with us. You fund it when you’re ready.

About a week 03

We manage, you see everything

We run the portfolio with full discretion under the mandate. You see every holding and every return, net of fees, in plain language.

Ongoing

Start with the 30-minute call.

No pitch, no obligation. We’ll talk through your goals and whether MissionPath is the right fit.

Book a consultation Or email hello@missionpathportfolios.com
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Important information

MissionPath Portfolios is managed by Keith Ouyang, CFA, within the managed accounts department of Phillip Securities Pte Ltd, holder of a Capital Markets Services licence issued by the Monetary Authority of Singapore. Client assets are held in the client’s own name with Phillip Securities as custodian; MissionPath does not take custody of client money.

Investing involves risk, including possible loss of principal. Past performance is not indicative of future results. Nothing on this site is an offer, solicitation, or personalised investment advice; any engagement is subject to eligibility, onboarding, and a signed mandate.

MissionPath Portfolios A managed account service under Phillip Securities
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© {{ year }} MissionPath Portfolios. Investing involves risk, including possible loss of principal.

General disclaimer

The information contained in this website is provided to you for general information/circulation only and is not intended to nor will it create/induce the creation of any binding legal relations. The information or opinions provided do not constitute investment advice, a recommendation, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not have any regard to your specific investment objectives, financial situation and any of your particular needs. Accordingly, no warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of any person or group of persons acting on this information. Investments are subject to investment risks including possible loss of the principal amount invested. The value of the product and the income from them may fall as well as rise.

You should seek advice from a financial adviser regarding the suitability of the investment products mentioned, taking into account your specific investment objectives, financial situation or particular needs, before making a commitment to purchase the investment product. In the event that you choose not to obtain advice from a financial adviser, you should assess and consider whether the investment product is suitable for you before proceeding to invest.

Any views, opinions, references or other statements or facts provided in this website are personal views. No liability is accepted for any direct/indirect or any other damages of any kind arising from or in connection with your reliance on the information provided herein.

Personal Data Protection Act (PDPA)

By providing us your personal data (i.e. name, email address and phone number), you acknowledge and consent to our collection of your personal data for the purposes listed below:

  • Sending you marketing, advertising or promotional materials related to the content of this website, whether by call, text or email;
  • Provision of products & services which you have requested for.

Please note that you are entitled to withdraw your consent for the collection of your personal data at any point in time by providing a notification to admin@missionpathportfolios.com.

Book a consultation

A 30-minute call about your goals — no pitch, no obligation.

Request the call Or email us directly at hello@missionpathportfolios.com

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We’ve received your request — we’ll be in touch within one working day to set up the call.

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