WealthX ลงทุนทั่วโลก ภาษีคุ้ม

LTMH

About this app

WealthX: A platform for global investment with tax-efficient and low-fee options.

Serviced by WealthX Securities, a subsidiary of LTMH Public Company Limited and Investman. Securities business licenses No. LK-0169-01 and DL-0169-01 issued by the Ministry of Finance, and strictly regulated by the Securities and Exchange Commission (SEC).

What makes WealthX different:
• Global investments with tax benefits
• SeriesX funds with low fees Unique Features Not Found Elsewhere:
• WealthX Prime offers X-REBATE fees.
• DYNAMIC DCA™ automatically adjusts DCA size.
• YIELDTECH™ automatically sells monthly income.
• PICKTECH™ selects outstanding funds.
• PORTTECH™ manages portfolios by theme.
• NAVTECH™ provides accurate performance measurement.

WealthX Key Features:

• Capital gains from mutual fund sales are exempt from personal income tax up to 35% and US inheritance tax up to 40%. Investing with WealthX eliminates the tax concerns often associated with direct foreign investments.

• WealthX offers low-fee SeriesX funds not commonly found elsewhere:

SeriesX Selected: Specially selected funds with low management fees within their group.
SeriesX Ultra: Core portfolio funds with very low management fees.
SeriesX Zero: Funds with 0% management fees, no limit.
SeriesX RMF: Tax-deductible funds. Low Management Fees within the Group

• WealthX Prime offers X-REBATE on fees every time you purchase funds, based on your Prime level.

• DYNAMIC DCA™ technology automatically adjusts DCA size according to market conditions. DCA increases when prices fall, and decreases when prices rise.

• YIELDTECH™ technology for automatic fund redemption to receive monthly dividends, customizable without withholding tax.

• PICKTECH™ technology selects top-performing funds that consistently lead their group.

• PORTTECH™ technology creates a fund portfolio tailored to your interests and risk tolerance.

• NAVTECH™ technology accurately calculates portfolio return, considering inflows and outflows, to measure true portfolio performance against the group average.

• Tax-Deductible Portfolios: Tax-themed funds tailored to your interests, offering tax benefits as you prefer.

• Portfolio Rebalancing Reminders: A system that alerts you to portfolio rebalancing, allowing you to make informed decisions and not miss crucial investment opportunities.

Purchasing mutual funds at WealthX ensures your investments are securely managed according to international standards. All assets are held with a "trustee" to ensure asset segregation and security. These are mostly financial institutions, such as leading commercial banks in Thailand.

We believe everyone has the right to sustainable financial wealth to achieve the quality of life they desire, without financial obstacles.

Therefore, we designed a system that analyzes and recommends mutual fund investments in an easy-to-understand way, transforming the complexities of investing into something simple, user-friendly, eliminating the need to constantly monitor individual stocks, and delivering tangible long-term results.

Sign up for your account today to have a trusted assistant by your side in every decision, helping you access sustainable wealth.

WealthX - Wealth for the People

What’s new

ยกระดับการบริหารพอร์ต ให้คุณเลือกลงทุนได้คุ้มค่ายิ่งขึ้น
- ประเมินคุณภาพกองทุนและวิเคราะห์พอร์ตได้ทันทีตามสัดส่วนเป้าหมายที่คุณกำหนดเอง ด้วยระบบ PORTCHECK™ ที่เปิดให้ทุกคนใช้งาน
- เลือกกองทุนที่คุ้มค่าได้ง่ายขึ้น ผ่านตัวช่วยเปรียบเทียบและจัดอันดับค่าธรรมเนียม (TER) ของกองทุนในธีมเดียวกัน
- เพิ่มข้อมูลกองทุน RMF ผลงานเด่น ให้คุณวางแผนลดหย่อนภาษีได้ดียิ่งขึ้น

อัปเดตเวอร์ชันใหม่ เพื่อวางรากฐานการลงทุนที่มั่นคงและมีประสิทธิภาพยิ่งขึ้นได้แล้ววันนี้