Retirement

Let's organize and plan your finances using simulation or chat with Rachel

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Plan Your Retirement

Your Current Age

100 Years0 Years

Desired Retirement Age

(Must be above the current age)

100 Years0 Years

I Want to Enjoy My Retirement Period up to

(Must be above the retirement age)

100 Years0 Years

Current Funds

Annual Return (%)

Estimated Monthly Living Cost

What is your risk profile in investing?

Konservatif

Conservative

Low

Seimbang

Balance

Balance

Tumbuh

Growth

Growth

Agresif

Agressive

High risk

HighlyAggressive

Highly Aggressive

Very high risk

Belum-Tahu

Find Out

Find out my risk profile

Overview of my financial condition

(You can choose more than one answer)

In investing, my expectation for potential profits and potential losses that I can tolerate is

Choose

Choose

Small return do not matter, as long as my investment capital is not reduced

To get coupon/dividen regularly and slight capital growth, I can still bear willing to bear losses (less than 10%) in certain market conditions

To get coupon/dividen regularly and balanced capital growth, I am willing to bear losses (less than 15%) in certain market conditions.

To get the potential of capital growth which quite high and slight coupon/dividen, I am willing to bear losses (less than 25%) in certain market conditions.

To achieve high capital growth , I am willing to bear any losses in certain market conditions.

Investment Duration

Choose

Choose

< 1 year

1 - < 3 years

3 - < 5 years

5 - < 10 years

≥ 10 years

Level of Investment knowledge

Choose

Choose

Very Limited

Limited

Enough

Understand

Very Understand

Investments that I have done/are doing

(You can choose more than one answer)

Do you have any experience investing in Structured Product?

Choose

Choose

Yes

No

Average investment duration in Structured Product

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Choose

Short term (< 3 month)

Medium (≥ 3 month)

Average amount placed in a Structured Product

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Choose

< USD 100,000 (equivalent)

≥ USD 100,000 (equivalent)

Frequency of placing amount on Structured Product in a year

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Choose

< 10 times

≥ 10 times

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