| Summary: | This thesis discusses the wealth management of a client named Tajirudin
(name suppressed). By knowing the client type of risk-taking profile, the author
analyze and evaluate the management of wealth thus formulate alternative
solutions based on investment management and client risk tolerance. Client
problems in his wealth management is mainly the lack of knowledge in
investment management. Client assets is less diversified, which most comprised
of homes and land assets. Clients have a conservative risk tolerance.
Client's financial goal is to increase the wealth and net cash flow. Besides,
clients also want to prepare a wedding fund for his two children. To meet the
client's goals, the author recommends two alternatives investment management.
Both alternatives are implemented firstly by doing rebalancing in client assets.
The results of rebalancing activities are invested into other assets that have not
owned by the client yet.
The results of the two alternatives differ in which each has advantages and
disadvantages. Both of these alternatives are able to meet client's financial goals.
Clients choose the second alternative because it is able to meet client's financial
goals and give convenience for clients
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