Aspiring Individuals

Aspiring Individuals

Aspiring Individuals

Guiding your financial journey with every step.

Modern investing solutions for individuals looking to grow wealth with clarity and confidence.

THE PROBLEM

THE PROBLEM

THE PROBLEM

Traditional fund managers keep you in the dark.

Traditional fund managers keep you in the dark.

Traditional fund managers keep you in the dark.

Without clarity and guidance, your financial goals stay out of reach and will never get realized.

NO GUIDANCE

Reksa dana feels like a supermarket shelf - endless options, no clear guidance. Where do you even begin?

LACK OF TRANSPARENCY

You invest, but where does it go? Factsheets don't tell the whole story.

LIMITED ENGAGEMENT

Platforms can't explain, fund managers are unreachable, and you're stuck without answers.

THE SOLUTION

THE SOLUTION

THE SOLUTION

Clarity
starts here.

Clarity starts here.

Clarity starts here.

Enjoy peace of mind with expert-managed investments and direct access to insights on how your portfolio is being handled.

Enjoy peace of mind with expert-managed investments and direct access to insights on how your portfolio is being handled.

Enjoy peace of mind with expert-managed investments and direct access to insights on how your portfolio is being handled.

CIO IN YOUR POCKET

Reach your financial goals with expert guidance. Say goodbye to time-consuming DIY investing and the stress of second-guessing. We are your personal Chief Investment Officer.

MONEY SPLIT ACROSS GOALS

Goals are personal. They're about you and where you want to be. We build you holistic portfolios based on your goals using our Reksa Dana as building blocks.

FOCUS ON WHAT MATTERS

Aspiring individuals always strive for progress. We remove the stress of investing by delivering transparency, timely reporting and engagement, so you can focus on what matters.

B2B PARTNERSHIPS

B2B PARTNERSHIPS

Seeking a partnership that drives purpose?

Seeking a partnership that drives purpose?

We help institutions invest with impact and employers support their people.

BUILD A FINANCIALLY RESILIENT WORKFORCE THROUGH HR PARTNERSHIP

We partner with businesses to help employees build smart savings habits—boosting productivity, retention, and reducing financial stress through custom plans and expert support.

STRATEGIC SUPPORT FOR ENDOWMENTS AND PHILANTHROPY
STRATEGIC SUPPORT FOR ENDOWMENTS AND PHILANTHROPY

We help endowments and philanthropic groups engage their communities through mission-driven investing, creating lasting impact and a steady flow of contributions.

B2B PARTNERSHIPS

Seeking a partnership that drives purpose?

We help institutions invest with impact and employers support their people.

BUILD A FINANCIALLY RESILIENT WORKFORCE THROUGH HR PARTNERSHIP

We partner with businesses to help employees build smart savings habits—boosting productivity, retention, and reducing financial stress through custom plans and expert support.

STRATEGIC SUPPORT FOR ENDOWMENTS AND PHILANTHROPY

We help endowments and philanthropic groups engage their communities through mission-driven investing, creating lasting impact and a steady flow of contributions.

Wealth & Institutions

We help you build well-diversified portfolios with our range of offshore & onshore funds, across private and public markets, to meet your unique needs.