Called the BPI Wealth Builder, this product addresses financial barriers highlighted by the Bangko Sentral ng Pilipinas' (BSP) 2021 Financial Inclusion Survey, which reported that only 1 percent of Filipino adults own stocks, bonds, or mutual funds.
Low minimum investment, top-up requirements
BPI Wealth Builder lowers these barriers with an accessible minimum investment of ₱1,000, allowing clients to start their journey toward wealth building through BPI’s e-Invest platform. Regular top-ups can start at just ₱100 monthly, fostering consistent investment habits.
Designed for long-term growth, the fund provides an option for automated withdrawals beginning at age 65 to support retirement, while the remaining funds continue to grow.
Rewards, benefits
The solution also incorporates a unique rewards program, offering benefits like accident coverage, medical consultations, life protection, and cancer coverage as clients hit investment milestones.
Its diversified portfolio, managed by experienced professionals, features local and global assets with a moderately aggressive risk classification, making it a compelling choice for retirement savings.
“BPI Wealth Builder is more than just an investment fund—it’s a comprehensive solution for securing your future,” said Maria Theresa D. Marcial, president and CEO of BPI Wealth. -— Ed: CSN
