ROY A. VARGHESE, Certified Financial Planner ®
An alumnus of Raffles Institution, Roy received his Master's in Accounting from the University of Illinois at Urbana-Champaign (1980) and his Bachelor of Science in Accountancy from Brigham Young University (1979).
Roy began his career in public accounting with Arthur Young, first in Boston, then in Singapore. This led to roles in financial controllership with Raychem and Monsanto, including an international assignment in Menlo Park, CA at the world HQ of a Fortune 500 company from 1985 to 1987. In 1996, Roy was CFO at listed company Inchcape Berhad, when he decided to change career paths to financial planning. Serving initially as Arthur Andersen's Director of Private Client Service, Roy joined ipac Singapore in 2003.
Roy was Founding Adviser at ipac till 2012 when the firm closed its Asian practice. With the most number of clients and the highest revenue generating clientele, Roy successfully guided individuals and families through the Global Financial Crisis of 2008.
Currently, Roy has a solo practice, supported by a team of associates. He is a self-employed fee-based adviser for high-income professionals, while operating under the iFAST Financial Pte Ltd license.
The Pioneer Adviser's Story
Till the age of 41, Roy pursued a career in corporate finance. The game-changer was when he took six months off from work in 1996 to reflect on what was meaningful to him for the rest of his life. With values rooted to Family, Health, Helping Others, Integrity and Spirituality, financial planning became a natural calling. Being self-employed with total freedom to serve his niche clientele at this phase of his life is extremely liberating.
About iFAST Financial Pte Ltd
iFAST Financial Pte Ltd ("iFAST Singapore") is the Singapore subsidiary of SGX-ST Mainboard-listed iFAST Corporation Ltd. ("iFAST Corp" or the "Group"), which is present in Singapore, Hong Kong, Malaysia, China and India. iFAST Singapore holds the Capital Market Services licence and the Financial Advisers licence, issued by the Monetary Authority of Singapore, and is also a Central Provident Fund-registered Investment Administrator.
iFAST Corp (stock code: AIY) is an Internet-based investment products distribution platform. Incorporated in the year 2000 in Singapore and listed on the SGX-Mainboard in December 2014, iFAST Corp provides a comprehensive range of investment products and services, to financial advisory (FA) firms, banks, financial institutions, multinational companies, as well as retail and high net worth (HNW) investors in Asia and around the world.
The Group offers access to over 5,000 investment products including funds, bonds and Singapore Government Securities (SGS), stocks, Exchange Traded Funds (ETFs), as well as insurance products, and services including robo-advisory portfolio management services which are known as MAPS (My Assisted Portfolio Solution), research and investment seminars, financial technology (fintech) solutions, investment administration and transactions services.