Kelola Dana Indonesia Services

We provide the best services for our customers

1. INVESTMENT ADVISORY AND MANAGEMENT

Supported with our experienced and trusted human resources, Kelola Dana Indonesia offers you the best investment advice. We perform a strict screening, and design products to assist you to grow your investment.

During investment process, we are working with you to design the best investment portfolio based on your profile.

4 Steps of Investment Advisory Process at Kelola Dana Indonesia :

Step 1. Product Screening & Selection

Step 2. Individual Profiling & Need Analysis

Step 3. Portfolio Recommendation & Execution

Step 4. Reviewing, Reporting & Rebalancing

Investment Process in Kelola Dana Indonesia

  1. Through a strict screening, we offer the best investment products to our customers.
    Our analysis covers :
    • Selection of Investment Manager and Product Issuer
    • Product characteristics analysis that covers asset under management, strategy, and sustainability
    • Past performance analysis and future investment opportunities
  2. Our investment counsels are only issued after understanding your risk profile and financial goals.
  3. Investment products recommendation and portfolio construction are implemented with customers approval.
  4. Kelola Dana Indonesia continuously supervises the performance of our recommended products and portfolio. Rebalancing or any changes to investment strategies are implemented if needed. Customers will receive integrated reports of their investments.

2. INSURANCE SERVICES

Your assets, healthcare and families are in our concern. Supported with our reliable partners, we offer insurance services to fulfill your needs:

  1. Help you obtain the best protection that covers: life protection, health insurance, education plan, pension plan, and inheritance plan.
  2. Help you with insurance administration.
  3. Help you allocate your insurance premium.

3. BANKING RELATIONSHIP

Kelola Dana Indonesia is here as your trusted banking assistant to:

 

  1. Provide trusted banking consolidation reports.
  2. Effectively manage your financial.

We're Here to Help!

Office

Jl. Karyawan no.1A
RT 01, RW 08
Pondok Pinang, Kebayoran Lama
South Jakarta, 12310

Opening Hours

Monday - Friday : 09:30 - 17:00
Saturday & Sunday : Closed

Contact Us

(+62) 21 - 2782 0397
(+62) 21 - 2923 5445