MANAJEMEN INVESTASI DAN PROTEKSI KEKAYAAN PADA BAPAK MARSUDI
Needs of wealth management has increased along with the increasing number of high net worth investor. The main purpose of wealth management is to increase wealth and protect wealth possessed of risk that will happen. Both of these are important aspects to consider in order to achieve the financial g...
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| Main Authors: | , |
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| 格式: | Theses and Dissertations NonPeerReviewed |
| 出版: |
[Yogyakarta] : Universitas Gadjah Mada
2012
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| 主題: | |
| 在線閱讀: | https://repository.ugm.ac.id/98250/ http://etd.ugm.ac.id/index.php?mod=penelitian_detail&sub=PenelitianDetail&act=view&typ=html&buku_id=53462 |
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| 總結: | Needs of wealth management has increased along with the increasing number
of high net worth investor. The main purpose of wealth management is to
increase wealth and protect wealth possessed of risk that will happen. Both of
these are important aspects to consider in order to achieve the financial goals of
investors.
This study aims to formulate recommendation related to wealth management
client in terms of investment and wealth protection. Client in this study has a very
aggressive of risk taking in investment. Recommendation related to investment
assets consist of two scenarios that are adjusted to the type of client risk, and
recommendation related to the protection just a scenario.
The study recommend that the client needs to add some insurance of staying
home insurance, motor insurance, and investment diversification as a strategy to
protect the client investment asset. Recommendation related to investment asset
was done by adding a mutual fund investment assets, real business, and
commodities. |
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