As the first Securities and Exchange Commission-accredited PERA Administrator, DragonFi is positioning itself at the center of a structural shift toward low-friction, app-based investing.
PERA+ lets users open, fund, and manage their retirement accounts in minutes, offering tax-efficient investing and the widest menu of PERA-eligible assets inside a single app.
Management’s view
“PERA+ modernizes the way Filipinos prepare for retirement. We’ve made the process digital, simple, and accessible, empowering more Filipinos to take control of their financial future, starting today,” said DragonFi CEO and founder Jon Carlo Lim.
“Financial inclusion starts with access,” said DragonFi co-founder Edgar “Injap” Sia II.
“With our P10 million PERA Matching Grant Program, we’re helping Filipinos kickstart their retirement savings and build real wealth,” he added.
Key features
More than a digital account, PERA+ is designed as a full retirement-planning experience that gives long-term investors access to the following:
• A fully digital onboarding flow with seamless portfolio management
• Tax incentives such as a 5 percent tax credit and tax-free investment growth
• Zero estate tax when assets are transferred to beneficiaries
• The broadest lineup of PERA-eligible investments, from stocks to managed funds
• A guided investing setup with expert research, creator content, and real-money PERA portfolios to help users build confidence toward their retirement goals
To spark early momentum, DragonFi is introducing a P10 million PERA Matching Grant Program for users who deposit at least P5,000 between Nov. 25 and Dec. 19 this year.
—Edited by Miguel R. Camus
