Plan for your financial future
Relationship Manager bolstered by a team of global experts
We are ready to assess your financial needs, preferences and risk tolerance in order to personalize a plan that suits your needs and investment goals.
- Supported by professional, international-standard, team of relationship managers as well as investment and insurance partners.
- Our relationship managers are measured by how well and how successful they are in helping you achieve your goals.
- Our team of specialists have been awarded and named "Best Wealth Manager in Indonesia" from The Asset Triple A, a prominent institution in the Asia-Pacific, five years in a row (2018 - 2022) and 1st rank Wealth Management from Info Bank in 2022.
Analyzing your financial needs
- Our Strategic Financial Planner platform provides comprehensive tools designed to
understand your financial needs - including your financial status and risk profile -
to
provide you with personalized products and services.
- Our team of experts, will guide you through significant financial decisions and
goals,
such as college funds, retirement plans, family insurance and purchasing a house.
- Your dedicated Relationship Manager will accompany you through the analysis and
planning
stages.
Find out more how we can help to fulfill your financial needs
Comprehensive wealth management solutions
Choose from our variety of comprehensive products and services, according to your needs:
- Investment
Build a healthy investment portfolio, supported by a global network of experts, by exploring through our many investment products and options. Find out more - Insurance
Discover optimal life security and the best insurance products for you, with the support of licensed Wealth Managers and Insurance Specialists. Find out more - Foreign Currency
Choose from 11 foreign currencies for your savings and deposit for personal and family use. Find out more
Wealth Dashboard
Our Wealth Dashboard allows you to monitor your Wealth Management portfolio in one page, allowing for timely financial decision making.
- Manage your portfolio easily. Monitor all the investments you have (Mutual funds, bonds, insurance, savings and time deposits) in one screen display.
- Performance Analysis. A comparison view of your portfolio performance with market performance, whenever and wherever you are.
- Your investment transaction history will be stored up to the last 2 (two) years in an easy-to-understand display.
- Product Watchlist and Latest Market Information to get the latest market information, both domestic and foreign, and professional analysis to help you.
- View your portfolio realization returns over a certain period of time from products that have been sold.
Call us
1 500 700
Or (+6221) 2551 4722 (if you are calling from overseas)
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