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What's a Portfolio?

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All in One Place

Simply put, a portfolio is your personal group of financial assets which includes the stocks, bonds, and cash equivalents that you'll invest in.

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Save Time, No Hassle!

Save yourself from having to go through countless analyst reports and company financial statements. Let the professionals do what they do best. We've selected the best mutual funds which are managed by experienced fund managers. This includes the best stocks, bonds, and other assets that would give you the best return based on your risk profile.

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What am I Investing In?

Award winning funds! We choose the best performing, award-winning funds to ensure that your money is being taken care of by the very best.

  • Panin Dana Liquid

    Money Market Fund

  • Mandiri Investa Dana Utama

    Fixed Income Fund

  • Sam Dana Berkembang

    Liquid Fund

  • Schroders Dana Prestasi

    Equity Fund

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Types of Risk Profiles

Your risk profile determines how your investment is allocated. More aggressive levels of risk give opportunity for greater gains but also at the risk of greater losses, and vice versa. We'll ask a few questions at the start to determine the best risk profile for you.

Set your risk profile

5
  • 43.3%
  • 64.3%
  • 58.9%
  • 19.3%
  • Money Market Fund
  • Fixed Income Fund
  • Balanced Fund
  • Equity Fund
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How do I set up my risk profile?

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How Do I Create a Portfolio?

  • Step 1:

    Getting to know you

    We'll simply ask you several questions so that we can measure your risk appetite.

  • Step 2:

    Describe your goals

    So that we can diversify your portfolio accordingly.

  • Step 3:

    Testing your knowledge

    Your knowledge in investing can give us a better picture of how you'll handle the market. Don't worry, you don't need any knowledge to start.

  • Step 4:

    How long you plan to invest

    In order to maximize your returns in the time you're in the market, we'll need to know how long you plan to stay in the market.

  • Step 5:

    Understanding your decision making

    This tells us how tolerant you are to various market conditions.

  • Step 6:

    Preview your risk profile

    We will show you a portfolio which we believe is suitable for you. You may choose to continue with our recommendation or choose your own.

Get a Head Start

Be part of the Nebo revolution. Write us your email address and we will help you sign up.

  • Nebo Sign Up