Savings & Investments
Our stance in generating passive income from savings and investments is based on the client’s position. We aim to prevent that the interests of the bank or broker prevails that of the client's benefits.
Investment Vision
- We seek to minimize the costs and the tax payable on your investments, but will not stare us blind on rigid zero percent constructions if the costs involved are ultimately higher then the benefits.
- We strive for satisfactory returns through capital growth or investment income, but will not guarantee improbable profits.
- We do not advice on structured investment products or algorithm based investments whose ultimate risk is not quantifiable.
We are able to advice on a wide range of investment products, suited to your goals and circumstances.
Investment method
- The starting point is to assess your current situation.
- We then discuss your needs and identify the opportunities to accomplish them.
- Then we will work towards realizing your investment objectives.
The client controls the investment account at the bank of his/her choice; we periodically monitor the portfolio and provide advice on which you can base your informed decisions.
Investment objective
Typical goals for generating return on investment are:
- Pension & retirement
- Children’s education
- Home ownership
- Unforeseen expenses
Each objective has its own risk profile and investment horizon and the age and life style of the investor will also be taken into account when making an investment decision.
Private asset management focuses on future capital growth as well as current asset protection.
AdvintA acts as an unbiased and independent investment adviser for private investors. As we are not bound to any asset manager or private bank, our advice and support is impartial and balanced. Investing is a dynamic process, so we periodically evaluate the results and goals depending on your investment perspectives.
Summary
When investing, you should always be in control of your assets and objectives.
AdvintA can advise you in building a new investment portfolio or revising an existing portfolio.
If you are not satisfied with your current bank, stock broker or asset manager, in Indonesia or elsewhere, we can help you in comparing financial institutions and select the right party for you and your money.

