Easy investment without worries, Prism
Just follow along without worrying about difficult pension savings, IRP, and ISA.
● Tax savings, pension, and retirement preparation in one place
- Prism is the first in the consulting industry to manage pension savings, IRP, ISA, and CMA.
- Stop worrying about complicated tax savings accounts and maximize tax savings with Prism's suggested tax savings trio of pension savings, IRP, and ISA strategies.
- Start preparing for pension and retirement easily and conveniently in one place with a worry-free asset allocation investment strategy.
● From account opening and transfer to portfolio trading
- Solve everything from account opening to portfolio trading at once at Prism.
- Open an account through Shinhan Investment & Securities, and check and withdraw anytime on the Shinhan Investment & Securities Alpha app.
- Do you have pension savings, IRP, or ISA that you are not satisfied with? You can transfer them to Prism without cancellation.
● Optimal asset allocation portfolio
- Enjoy the 2 + 1 asset allocation strategy of Dr. Hong Chun-wook, the most trusted economist with 30 years of experience.
- Analyze all ETFs listed in Korea and carefully consider market capitalization, trading volume, management fees, etc. to create the most suitable portfolio.
- Start worry-free pension investment right now with a minimum investment amount of 1 million won.
● Personalized investment management and rebalancing, even at night and on weekends without stopping
- 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 also provide investment coaching when upgrading your portfolio, making deposits, or changing strategies.
● Retirement diagnosis and customized investment solutions in 2 minutes
- Easily and quickly diagnose your retirement status with simple information and receive customized investment solutions for the future!
- We will inform you of everything from tax-optimized account composition to portfolios for achieving realistic goals.
- Set and manage your payment goals for each account this year based on the solution.
● Prism Customer Center
- KakaoTalk inquiry @prisminvestmentconsulting
- ChannelTalk inquiry frism.channel.io
- Email support@frism.io
- Investors have the right to receive sufficient explanations about financial investment products, and must read the product description and terms and conditions before signing a contract.
- Financial products are not protected by the Korea Deposit Insurance Corporation under the Depositor Protection Act.
- Financial products may incur losses (0-100%) of the investment principal depending on asset price fluctuations, exchange rate fluctuations, etc., and such losses are attributed to the investor.
Prism Investment Consulting Compliance Supervisor Review No. 25-Na-5 (2025.3.7~2026.3.6)
Prism Investment Consulting Co., Ltd.
11-16, Teheran-ro 77-gil, Gangnam-gu, Seoul (Dong-hyeon Building), 7th floor (postal code) 06159
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