BPI Wealth, the wealth management arm of the Bank of the Philippine Islands (BPI), unveiled BPI Wealth Builder—an innovative investment solution that empowers Filipinos to build long-term wealth while enjoying free lifestyle, health, medical, and life protection benefits.
BPI Wealth Builder was previewed at the BPI Wealth Summit in October 2024 as part of the company’s steadfast commitment to promoting financial education and inclusivity.
“BPI Wealth Builder is more than just an investment fund—it’s a comprehensive solution for securing your future,” said Maria Theresa Marcial, president and CEO of BPI Wealth.
“It offers financial growth, healthcare benefits, life protection, and more. This unique product empowers Filipinos to take control of their financial well-being,” Marcial said.
The Bangko Sentral ng Pilipinas (BSP) reported in its 2021 Financial Inclusion Survey that only 1 percent of Filipino adults own stocks, bonds or mutual funds, while rising healthcare and life protection costs continue to leave families vulnerable to unexpected expenses.
BPI Wealth Builder directly addresses these challenges by combining robust investment growth with protection benefits, offering a platform that not only ensures financial security but also supports and safeguards overall health and wellness.
With a minimum investment of just P1,000, clients can conveniently open an investment account through BPI Wealth’s online platform, e-Invest and subsequently track their money’s growth, and monitor their benefits anytime, anywhere through the BPI app.
Clients also commit to regular and consistent investment habits with automatic top-ups starting at only P100 monthly. As the fund is designed for long-term financial growth, clients can set up automated partial withdrawals starting at age 65, providing a steady income stream to support retirement needs while the remainder of the fund stays invested and continues to grow.
BPI Wealth Builder unlocks exclusive benefits at no extra cost, making every step toward financial growth even more rewarding.
Clients receive these benefits as they level up their investments and hit milestones. Represented by Vestie, the investment best friend that grows alongside investments, these benefits include lifestyle rewards, medical consultations, accident coverage, annual physical exams, life protection, cancer coverage and more.
The mutual fund is managed by BPI Wealth’s experienced team of investment professionals and features a diversified portfolio of local and global assets. With a moderately aggressive risk classification, the fund is designed to generate long-term growth through its returns and consistent top-ups, making it an ideal choice for those looking to build their retirement savings.
