Prism Investment Advisory noted on the 24th that its asset under management (AUM) for individual investors surpassed 100 billion won within a year and a half since its launch. According to Prism Investment Advisory, the average asset under management for individual investors is 42 million won, and the additional deposit rate has consistently maintained over 73%.
A representative from Prism Investment Advisory said, "The ability to manage retirement savings, Individual Retirement Plans (IRP), and Individual Comprehensive Asset Management Accounts (ISA) in one application, along with ease in trading and rebalancing, greatly contributes to customer satisfaction, which is a driving force behind our growth."
Prism Investment Advisory was established in March last year, seeking steady revenue under the slogan "Invest Following the National Pension." A representative from Prism Investment Advisory noted, "We are seeing a rapid increase in customers in their late 40s, as they tend to choose Prism Investment Advisory, which follows the National Pension management style, while seeking stable investment strategies in the long term."
Prism Investment Advisory provides one-on-one consultations to help customers struggling with retirement pension investments, reviewing their financial status and the funds needed for retirement. Based on this, the firm supports systematic retirement management from investment methods to pension planning and living expense withdrawal.
Prism Investment Advisory is also developing an "integrated asset management service" that connects all processes from retirement financial diagnosis to prescription, management, and withdrawal, with plans to launch in the second half of 2025.
Hong Chun-wook, the CEO of Prism Investment Advisory, stated, "Pension, tax saving, and retirement preparation are not tasks that can be completed overnight; they are ongoing management challenges," adding, "We will continue to provide optimized solutions for pension, tax saving, and retirement preparation to support a secure retirement life."