Welcome to Rise Up Capital. I’m Winshern.
As someone who has gone through multiple industries, I know that each pivot is a crucial learning experience.
This insight anchors my approach to guiding clients on their life journeys through personalised financial planning and support.
About Rise Up Capital
We specialise in personalised financial planning advice and wealth coaching services for individuals and groups. Rise Up Capital aims to provide clarity and knowledge, guiding you in crafting practical financial plans tailored to each stage of your life and goals, supported by actionable steps. We empower you with essential tools, frameworks, and mindsets, making a dedicated impact on your financial well-being.
What we do
To educate, equip, and empower clients to live a life well-lived. We prioritise aligning financial journeys with personal values, ensuring emotional well-being and fostering financial freedom. We strive to impart confidence in financial planning, enabling clients to live on their terms and pursue their dreams stress-free.
Our goal
About Winshern
Meet Winshern, the visionary founder of Rise Up Capital, affectionately known as 'Win' by friends and clients.
With over a decade of diverse experience in banking, insurance, real estate, and hospitality, Win is your seasoned financial companion. His journey, rooted in a Bachelor of Science in Banking & Finance from the University of London, began amidst the turbulence of the 2008 crisis, sparking a passion for decoding markets and uncovering wealth creation opportunities. Renowned for his talent in crafting investment portfolios that deliver continuous income,
Win's mission is clear: to provide personalised advice, recognising each client's unique needs and tailoring solutions for reliable income streams. As your dedicated and approachable partner in Wealth Planning, Win possesses the tools and expertise to ensure optimal outcomes, making him not just your mentor but your trusted friend for financial success.
Licenses & certifications held include:
BSc Banking and Finance - University of London
ModularMaster Certificate in Data Science (Non-Programming)
Associate Estate Planning Practitioner - AEPP EPPL
Associate Wealth Planner - Financial Planning Association of Singapore
Win is also a mentor at Voices of Asia and a training facilitator at RISEUP Global.
Connect with us
Reach Winshern via e-mail at winshern@phillip.com.sg,
or drop a WhatsApp or call at +65 8870 7343.
Too shy? Use the contact form.