Strategi Proteksi, Pertumbuhan kekayaan, dan Perencanaan Pensiun Bapak Rudini
This research is a case study that aims to provide recommendations to the High Net Worth Individual client regarding the protection of wealth, investment management, and retirement planning based on the three pillars of wealth management. Wealth management is based on the client's risk profile...
| Main Authors: | , |
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| Format: | Thesis |
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[Yogyakarta] : Universitas Gadjah Mada
2013
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| Subjects: |
| _version_ | 1826046142545133568 |
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| author | , Alfian Rosadi , Prof. Dr. Eduardus Tandelilin, MBA., CWM. |
| author_facet | , Alfian Rosadi , Prof. Dr. Eduardus Tandelilin, MBA., CWM. |
| author_sort | , Alfian Rosadi |
| collection | UGM |
| description | This research is a case study that aims to provide recommendations to the
High Net Worth Individual client regarding the protection of wealth, investment
management, and retirement planning based on the three pillars of wealth
management. Wealth management is based on the client's risk profile as measured by
two types of questionnaires. The results of measurements of the client's risk profile
questionnaire is known to conservatives.
Recommendations are given to client, third son, and fourth son as a strategy
of self-protection is a unit link PRUlink Syariah Assurance Account and purchase a
raider as a health insurance in the form of Pru Hospital and Surgical. Furthermore, the
authors recommend the client to protect assets primarily apartment properties as one
form of client�s business through property insurance Simas Rumah Hemat + +. The
next recommendation, Simas Mobil as a vehicle insurance to protect the client�s three
cars.
Asset management in this research using two investment scenarios on the
basis of asset allocation investment according client's risk tolerance. Return on
investment through the scenario I generate an increasing amount of net worth Rp
1.474.060.000,00 one year later and scenario II of Rp 1.415.360.000,00 period a year
later. Suitability investment allocations can generate returns which impact on the
planned increase in wealth client�s as funds are prepared to retire clients within 8
years. |
| first_indexed | 2024-03-13T22:48:33Z |
| format | Thesis |
| id | oai:generic.eprints.org:119077 |
| institution | Universiti Gadjah Mada |
| last_indexed | 2024-03-13T22:48:33Z |
| publishDate | 2013 |
| publisher | [Yogyakarta] : Universitas Gadjah Mada |
| record_format | dspace |
| spelling | oai:generic.eprints.org:1190772016-03-04T08:26:04Z https://repository.ugm.ac.id/119077/ Strategi Proteksi, Pertumbuhan kekayaan, dan Perencanaan Pensiun Bapak Rudini , Alfian Rosadi , Prof. Dr. Eduardus Tandelilin, MBA., CWM. ETD This research is a case study that aims to provide recommendations to the High Net Worth Individual client regarding the protection of wealth, investment management, and retirement planning based on the three pillars of wealth management. Wealth management is based on the client's risk profile as measured by two types of questionnaires. The results of measurements of the client's risk profile questionnaire is known to conservatives. Recommendations are given to client, third son, and fourth son as a strategy of self-protection is a unit link PRUlink Syariah Assurance Account and purchase a raider as a health insurance in the form of Pru Hospital and Surgical. Furthermore, the authors recommend the client to protect assets primarily apartment properties as one form of client�s business through property insurance Simas Rumah Hemat + +. The next recommendation, Simas Mobil as a vehicle insurance to protect the client�s three cars. Asset management in this research using two investment scenarios on the basis of asset allocation investment according client's risk tolerance. Return on investment through the scenario I generate an increasing amount of net worth Rp 1.474.060.000,00 one year later and scenario II of Rp 1.415.360.000,00 period a year later. Suitability investment allocations can generate returns which impact on the planned increase in wealth client�s as funds are prepared to retire clients within 8 years. [Yogyakarta] : Universitas Gadjah Mada 2013 Thesis NonPeerReviewed , Alfian Rosadi and , Prof. Dr. Eduardus Tandelilin, MBA., CWM. (2013) Strategi Proteksi, Pertumbuhan kekayaan, dan Perencanaan Pensiun Bapak Rudini. UNSPECIFIED thesis, UNSPECIFIED. http://etd.ugm.ac.id/index.php?mod=penelitian_detail&sub=PenelitianDetail&act=view&typ=html&buku_id=59068 |
| spellingShingle | ETD , Alfian Rosadi , Prof. Dr. Eduardus Tandelilin, MBA., CWM. Strategi Proteksi, Pertumbuhan kekayaan, dan Perencanaan Pensiun Bapak Rudini |
| title | Strategi Proteksi, Pertumbuhan kekayaan, dan Perencanaan Pensiun Bapak Rudini |
| title_full | Strategi Proteksi, Pertumbuhan kekayaan, dan Perencanaan Pensiun Bapak Rudini |
| title_fullStr | Strategi Proteksi, Pertumbuhan kekayaan, dan Perencanaan Pensiun Bapak Rudini |
| title_full_unstemmed | Strategi Proteksi, Pertumbuhan kekayaan, dan Perencanaan Pensiun Bapak Rudini |
| title_short | Strategi Proteksi, Pertumbuhan kekayaan, dan Perencanaan Pensiun Bapak Rudini |
| title_sort | strategi proteksi pertumbuhan kekayaan dan perencanaan pensiun bapak rudini |
| topic | ETD |
| work_keys_str_mv | AT alfianrosadi strategiproteksipertumbuhankekayaandanperencanaanpensiunbapakrudini AT profdreduardustandelilinmbacwm strategiproteksipertumbuhankekayaandanperencanaanpensiunbapakrudini |