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
- 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. INSURANCE SERVICES
Your assets, healthcare and families are in our concern. Supported with our reliable partners, we offer insurance services to fulfill your needs:
- Help you obtain the best protection that covers: life protection, health insurance, education plan, pension plan, and inheritance plan.
- Help you with insurance administration.
- Help you allocate your insurance premium.
3. BANKING RELATIONSHIP
Kelola Dana Indonesia is here as your trusted banking assistant to:
- Provide trusted banking consolidation reports.
- Effectively manage your financial.
We're Here to Help!
Jl. Karyawan no.1A
RT 01, RW 08
Pondok Pinang, Kebayoran Lama
South Jakarta, 12310
Monday - Friday : 09:30 - 17:00
Saturday & Sunday : Closed
(+62) 21 - 2782 0397
(+62) 21 - 2923 5445