Discretionary Portfolio Management (KPD)
We help you tailor portfolios to meet your unique needs across private and public markets, in IDR and USD.
Investable Assets
KPD may hold assets in IDR domestic or foreign offshore markets, ranging from Bank Time Deposits, Government or Corporate Bonds, Stocks, to units in Mutual Funds and private market investments such as Private Equity and Private Credit Funds.
Kontrak Pengelolaan Dana (KPD) is your tailored investment fund. We create custom investment guidelines based on your objectives and risk profile, and actively manage your portfolio. A licensed Custody Bank safeguards your assets in your name.
1
Client opens Custody Bank account and signs agreement with Custodian Bank of Client's choice.
2
Client signs the PKS with Simpan as the Investment Manager and POA to manage the KPD account. The PKS will outline the mutually agreed Investment guidelines.
3
Client transfers funds to the Custody Bank Account, under the Client's name, for the Investment Manager to manage the funds.
Fees Applied
1
Management Fees - to cover management fees of the KPD and management of assets
2
Custodian Bank Fee - to cover safe keeping of your assets
3
Other Administrative Fees - included in the Fund such as transaction fees, etc.
How Can I Invest?
Looking for a ready-made portfolio?
Explore our curated selection of reksa dana designed to suit every investment goal. Built with a building blocks approach to help you grow with confidence.
