Bualuang Launches Automated Fund Portfolio, Targets 10 Billion Baht AUM

Bualuang Securities is expanding its investment business with the launch of BLS Auto Top Funds Portfolio, an automated service that constructs mutual fund portfolios by selecting standout funds from 18 asset management companies across eight investment models calibrated to different risk levels. Assets under management currently stand at 8 billion baht, with targets to reach 10 billion baht by the end of 2026 and 20 billion baht by 2027, riding the trend of investors seeking asset diversification and professional portfolio management.

Picheth Sittiamnuay, CEO of Bualuang Securities, said that after the company successfully developed DR (depository receipt) products, it extended into automated mutual fund portfolio services to meet demand from investors who want experts to manage their portfolios — especially those lacking time to monitor markets or sufficient knowledge to select and allocate funds. He noted that many investors previously bought funds and held them long-term without tracking performance or rebalancing, leading to significant losses or missed opportunities to sell and adjust. BLS Auto Top Funds Portfolio addresses this by assembling diverse funds into portfolios aligned with client goals and risk tolerance, with continuous monitoring and rebalancing.

The core concept shifts from pushing products to first understanding client needs, goals, and acceptable risk, then selecting suitable products — whether mutual funds or debt instruments like OmniPlus — to deliver options that truly match requirements.

Targeting savers and near-retirees, Picheth said the service suits those with savings or approaching retirement who want returns higher than deposits but with controlled risk and no desire to self-monitor markets. He estimates that out of 100 investors, only about 20% are ready for aggressive equity investing, while the remaining 80% are unsure how to invest — representing a growth opportunity for portfolio management services.

AUM hits 8 billion baht, selecting from 18 AMCs across 8 investment models.

Sermsak Wongstitthochok, Assistant Managing Director and Head of Mutual Fund and Debt Instrument Sales, said the BLS Auto Top Funds Portfolio currently manages about 8 billion baht, selecting funds from 18 asset management companies without limiting to in-house funds, giving clients access to the best-suited funds across the market. The company employs a rigorous selection process analyzing short-, medium-, and long-term returns, volatility, and risk, comparing funds within each category — some groups containing 200-300 funds for evaluation.

The portfolio now covers eight investment models to serve varying objectives and risk appetites, from low-risk short-term debt instruments to blended short-, medium-, and long-term debt allocations. Three fixed-income package models (FIXEDSP, FIXEDTDP, FIXEDDP) and five cross-asset models are available to address all risk levels.