1. Equity Advisory Service (minimum investment of IDR 1,000,000,000)

We partner with clients to build and manage direct equity portfolios grounded in long-term value investing. Our process includes identifying undervalued companies, assessing management integrity, and monitoring corporate governance. Clients gain access to in-depth research, portfolio construction guidance, and ongoing monitoring — ensuring their investments remain aligned with long-term objectives.

2. Bonds & Mutual Funds Advisory Service (minimum investment of IDR 500,000,000)

For clients seeking stable income and diversified exposure, we provide advice on Indonesian government bonds, corporate bonds, and carefully selected mutual funds. We focus on matching the right instruments with your risk profile, liquidity needs, and tax considerations. Our approach emphasizes capital preservation while delivering consistent, reliable returns.

3. Investment Performance Analysis (no minimum required)

Think of this service as getting a second opinion on your portfolio. Many clients approach us with investments managed by priority banks or wealth managers but are uncertain whether their money is truly working in their best interest.

We provide independent, objective reviews of existing portfolios, uncovering issues often overlooked — hidden fees, misaligned incentives, or unnecessary risks embedded in holdings.

The result is a clear, unbiased assessment of past performance, risk exposures, and true costs — giving you the confidence to decide whether to hold, adjust, or restructure your investments so they better align with your long-term goals.

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Schedule a complimentary consultation today to learn which service best fits your financial needs.