Who we are
We are an investor-centric platform providing investor education and portfolio management tools. We have conducted classes and workshops for close to 4,000 attendees in the past few years. The topics include value investing, dividends, REITs, bonds, angel investing and other personal finance matters. These lessons were delivered from the perspective of a Do-It-Yourself investor.
We changed our name from BigFatPurse to Dr Wealth in 2017 after an acquisition of Doctor Wealth Pte Ltd. This marked a new milestone as we embark on developing portfolio management app for DIY investors to track their investments conveniently and enhance their stock picking process.
Alvin Chow, CEO
Founder. Deep value investor who developed the CNAV investing strategy. Quant at heart. Believe the financial industry can treat their customers better. Wants to change the world.
Alex Yeo, COO
Co-Founder. Certified Financial Technician (CFTe). Trend following options seller. Enjoy reading, drinking a good cup of Kopi and running 2-3 times a week to stay fit!
Louis Koay, Trainer
Rare hybrid financial advisor and trading representative. Completed all 3 levels of CFA exams. Mensa member. Enjoy reading financial books and news, basketball and swimming.
Jon Tan, Editor-at-large
Dive, snowboard and have moved house five times in the last ten years. Miraculously filled up every single page in my passport before it expired. Manage risk for a living.
What we believe
You come first, not sales targets
The Monetary Authority of Singapore conducted a mystery shopping in 2011 and found that 30% of the products were clearly unsuitable. It is likely that one of every three policies you have purchased from your financial advisor is unsuitable for your situation. This is a result some advisors who prioritise sales target over the needs of the clients. We are fellow clients so we understand. We do unto you as we want you to do unto us.
Investing is a skill set that gives returns for life
Investing is one of the most worthwhile skill sets to have because you can continue to reap returns indefinitely regardless of your age. The younger you start the better. Yesterday is gone, but today you can make a choice to pick up this skill, and don’t wait until tomorrow.
You can be good in investing without becoming a professional
Your investments will do well by following well-grounded principles. In fact, you have some advantages that a professional wouldn’t have. You need to understand what these advantages are and exploit them. You are investing your money, not passing exams to get a job in finance. There is a big difference.
You don’t need hype
There isn’t a lack of events which make audacious claims to make you a multi-millionaire. The hype and pressure selling are common techniques employed in such events. We don’t hype. We believe investor education can be, and should be, practical and truthful.
You become better when you know your performance
Most investors do not measure their performance. The Central Provident Fund (CPF) Board reported that 85% of those who invested their CPF monies do worse than the CPF Ordinary Account’s interest of 2.5%. You cannot improve what you cannot measure. We believe we can provide feedback to your performance so that you can refine your investment approach and improve returns.
What we do
To help you invest better.
We have two approaches to achieve this goal.
First, we conduct affordable investor education courses because you must be conversant with the language of money in order to invest successfully.
Second, we develop practical tools for you to monitor your investments and get trade ideas easily. We understand investing is important but it isn’t the centre stage of your life. We leverage on technology to ease the amount of research and monitoring you have to do.
Mr Lim Der Shing
Active Regional Angel Investor. Venture Partner at Jungle Ventures. Former CEO. Der Shing’s experience covers all the topics required to startup, build and scale a consumer internet business in South East Asia. He shares his experience at the Angel Investing Course.
Ong Kang Lin
Fund Manager. CEO. Adjunct Finance Lecturer. Kang Lin has extensive corporate experience in global financial institutions. He shares his experience at the REITs Investing Mastery Course.
Chung Wei Tuck
Wealth banker. Wei Tuck specialised in Wealth Management and Fixed Income, and has the experience of advising clients with large fixed income portfolio. He shares his experience at the Bonds Investing Mastery Course.
Dr Patrick Chan
Financial Educator. Value Investor. Author. PhD in Behavorial Finance. Financial literacy advocate. Patrick has taught thousands of students at top education institutions in Singapore. He shares his experience through the unique Color Accounting for Investors Course.