OUR VISION & MISSION
To be the preferred and trusted wealth management service.
To give confidence to our clients on their financial and investment future and grow with our clients through preserved investment and excellent service.
Vantis Prosperindo Management
Vantis Prosperindo Management
Who We Are
WELCOME TO VANTIS PROSPERINDO MANAJEMEN
We are here to assist and help our clients with their wealth management. We offer to bring the best possible solutions for our clients’ needs.
The Company
Vantis Prosperindo Manajemen has been growing for several years, and as of today, the company has successfully managed a growing size portfolio of clients who believe and trust us as their advisor. Our clientele is comprised of individuals, busy professionals, business owners, and retirees that value our service.
Our Role
At Vantis Prosperindo Manajemen, we take our role as trusted advisors seriously, using techniques we have developed and partnering with the best minds in the investment field.
THE TEAM
Vantis Prosperindo Manajemen team is made up of experienced and enthusiastic financial advisors who are dedicated to providing clients with the highest level of service and care.
TEAM BACKGROUND
- * Financial advisors with more than 15 years of experience in national and multinational banks, specializing in wealth & portfolio management and consumer banking.
- * Financial advisors who hold the following certifications:
- * Certified Financial Planner (CFP®)
- * Associate Estate Planning Practitioner (AEPP®)
- * WMI (Wakil Manajer Investasi), authorized by Otoritas Jasa Keuangan
- * Investment Advisor (Penasihat Keuangan) Certification, authorized by Otoritas Jasa Keuangan
We will assist you in your financial needs, monitor your daily portfolio investment using a system-based approach, and help you compile your wealth portfolio that covers your investment, insurance, and all other assets.