Aktivitas Advisori Investasi
Aktivitas Advisori Investasi
🏦 Section K — Financial & Insurance Activities
Investment advisory services — providing professional advice on investments in securities, portfolio management recommendations, financial planning, and wealth management advisory. This is advisory-only service: you analyze investments, recommend strategies, provide financial planning, but you do NOT directly manage client funds or execute trades. That's the key distinction from asset management (66111, Manajer Investasi) — advisory gives advice, asset management executes and manages. Common services: portfolio analysis, asset allocation recommendations, retirement planning, tax-efficient investment strategies, wealth preservation consulting.
What You Need
PP28/2025 Licensing Data1 scale
Post-License Obligations6
→ Submit periodic business activity reports to regulator
Two-stage licensing process
Post-license obligations
Typical total timeline
Minimum capital
Authority
Investment advisory services existed in KBLI 2020 under similar codes. KBLI 2025 maintains the classification with OJK regulatory framework under POJK 10/2012 unchanged. The key distinction from asset management (Manajer Investasi) is preserved: advisory = recommendations only; asset management = discretionary fund management.
Bali Intelligence
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