Investment advice is provided on a one-to-one basis by our qualified professionals. We recommend funds for clients with different risk tolerance and appetite, but the final selection is left to our clients. Our professionals provide regular updates on the performance of current investments and new opportunities.
Our focus on quality ensures clients receive a service that meets the highest professional standards. As such, we keep your business legally compliant to ensure your success.
Our skilled professionals provide fast tailored solutions to meet your ever changing needs. Because of our focus on speed, we can assist you in achieving a quicker return on investment.
Our project managers are available throughout the life of your new venture. As a result, you will receive regular updates and be informed of any new risks effecting your project.
Otoritas Jasa Keuangan
(Financial Services Authority), License: KEP-2/PM.211/PI/2017
LIST OF SERVICES
Review of current investment plan
Opening an investment account
Action plan for investment and recommendation
Investment performance review
Buy/Sell research on financial asset
Training on how to invest (fundamental and technical)
“I knew my adviser a couple of years before I approached him to manage my portfolio. I have the advantage of getting to know him as a person outside of his profession before I found out about his vacation. That time, there was no financial advisory need on my part too. I saw in him integrity, trustworthiness. So when the need for financial advisory service arose, it was easy to who I should go to for help.
I have engaged him as my advisory l planner for about two years. So far my portfolio has increased about 14%. As I am a rather hands-off client, he has been very proactive in his recommendations. Understanding my needs and risk appetite, he was able to recommend the investment accordingly.
I would definitely recommend him to a friend who needs an adviser.”
– Mr. Irshad Adriatama
“My adviser treats me more like a friend than a client. He advises me on investments and other financial related matters based on my needs rather than promoting products for his advantages. His professionalism is displayed through his consistent updates of my investment portfolio, putting me at ease amid my busy life. It is a comfort to know that my investments are in good hands.”
– Miss Susan Cusiano
Time to Talk?
Phone: +62 21 520 4989
To speed up our response time, please fill in the form below or book a meeting directly with one of our professionals.