This thesis is a study of the first pillar of Wealth Management, the Protection and Preservation ... more This thesis is a study of the first pillar of Wealth Management, the Protection and Preservation of Assets, on the individual client (Mr. AAA). Research conducted by the author starts from the assessment of client risk tolerance, wealth balance sheets creation, cash flow creation and asset allocation for what this client has. Based on a moderate risk tolerance and wealth position of the client, the author makes a scenario to optimize the protection of client�s assets. Optimization is obtained by changing the asset allocation (diversification) which could increase the net assets of the client up to 8.61% per year, and increase net cash flow amounting to Rp. 605,141,593.10 per year or Rp. 50,428,466.09 per month. After that the author recommends to reinvest the net cash flow by 45% to accommodate the client's desire to have a certain amount of income per month on retirement. With a very lucrative recommendation, the client is planning to implement it from the period March 2012 w...
This thesis is a study of the first pillar of Wealth Management, the Protection and Preservation ... more This thesis is a study of the first pillar of Wealth Management, the Protection and Preservation of Assets, on the individual client (Mr. AAA). Research conducted by the author starts from the assessment of client risk tolerance, wealth balance sheets creation, cash flow creation and asset allocation for what this client has. Based on a moderate risk tolerance and wealth position of the client, the author makes a scenario to optimize the protection of client�s assets. Optimization is obtained by changing the asset allocation (diversification) which could increase the net assets of the client up to 8.61% per year, and increase net cash flow amounting to Rp. 605,141,593.10 per year or Rp. 50,428,466.09 per month. After that the author recommends to reinvest the net cash flow by 45% to accommodate the client's desire to have a certain amount of income per month on retirement. With a very lucrative recommendation, the client is planning to implement it from the period March 2012 w...
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