Prism, an investment that can be easily followed without worry
Please come along without worrying about difficult pension savings, IRP, or ISA.
● Tax savings, pension, and retirement preparation in one place
- Prism manages all pension savings, IRP, ISA, and CMA for the first time in the advisory industry.
- Do not worry about complex tax savings accounts anymore, and enjoy the maximum tax savings effect according to the 3 musketeers pension savings, IRP, and ISA strategies proposed by Prism.
- Start easily and conveniently in one place to prepare for pension and retirement with a risk-free asset allocation investment strategy.
● From account opening and transfer to portfolio trading
- Solve everything from account opening to portfolio trading at once in Prism.
- You can open an account through Shinhan Investment & Securities, and check and withdraw at any time on the Shinhan Investment & Securities Alpha app.
- Do you have a pension savings, IRP, or ISA that is unsatisfactory? It can be transferred to Prism without cancellation.
● Optimal asset allocation portfolio
- Enjoy the 2 + 1 asset allocation strategy of Dr. Hong Chun-wook, the most trusted economist for 30 years.
- We analyzed all ETFs listed in Korea and meticulously reviewed market capitalization, trading volume, management fees, etc. to create the most suitable portfolio.
- Start investing in an uneasy pension right now with a minimum investment amount of 1 million won.
● Personalized investment management and rebalancing, non-stop at night and on weekends.
- We manage each customer's account individually and provide customized rebalancing suitable for each account status.
- Manage your portfolio without waiting at night or on weekends with the reservation trading function.
- In addition to rebalancing, we provide investment coaching for portfolio upgrades, deposits, and strategy changes.
● Retirement diagnosis and customized investment solutions received in 2 minutes
- Easily and quickly diagnose your retirement status with simple information and receive customized investment solutions for the future!
- From tax savings optimized account configuration to portfolios to achieve realistic goals.
- Set and manage payment goals for each account this year based on the solution.
● Prism Customer Center
- Kakao Talk inquiry @Prism Investment Advisory
- Channel Talk inquiry frism.channel.io
- Email support@frism.io
- Investors have the right to receive sufficient explanations about financial investment products, and be sure to read product descriptions and terms and conditions before contracting.
- Financial products are not protected by the Korea Deposit Insurance Corporation in accordance with the Depositor Protection Act.
- Financial products may incur loss (0-100%) of the investment principal depending on asset price fluctuations, exchange rate fluctuations, etc., and the loss belongs to the investor.
Prism Investment Advisory Compliance Officer Examination No. 23-B-2 (2023.3.7 ~ 2024.3.6)
Prism Investment Advisory Co., Ltd.
InterContinental Seoul COEX Spark Plus Room B129, 524 Bongeunsa-ro, Gangnam-gu, Seoul (Zip Code) 06164
Required access
-Camera: ID card shooting
Optional access rights
- Biometric authentication (fingerprint, face ID): Prism password authentication
- Advertisement Tracking: Receive benefit information
- You can use the service even if you do not agree to the optional access right.
- If you do not agree to the optional access rights, it may be difficult to use some of the service functions normally.
- In order to prevent financial accidents, we check whether the device's operating system is arbitrarily modified (rooting, jailbreak, etc.) and whether apps that can cause financial accidents are installed. In this case, use may be restricted.
privacy policy:
https://www.frism.io/privacy-policy/