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Successful Asset Management

Index 02Who We Are

Experienced, Dedicated, Financial Professionals

Bespoke Strategies Tailored to You

Perfectly Placed to Meet Your Needs

Accessible, Transparent Communication

A Duty to Protect Your Information

06Philosophy

Protecting Your Financial Future

Finding a Risk Profile that Suits You

Creating the Right Strategy for Your Investment

Investment with a Personal Touch

08What We Do

Advisory Services

Benefits of Advisory Services

Discretionary Services

Benefits of Discretionary Services

10Research

The Cornerstone of Successful Investing

Specialized Research Teams

Individual Stock Analysis

Clear, Transparent, Up-to-date Advice

12Products

International Equities

Gilts & Bonds

Funds

Exchange Traded Funds (ETFs)

Exchange Traded Commodities (ETCs)

Structured Products

Foreign Exchange

Covered Warrants

Contratcs for Difference (CFDs)

Financial Spread Trading (FSTs)

Turbos

New Issues

Who We Are

King Capital are an International Financial Planning Consultancy Service

offering financial advice to high net-worth individuals, their families and

businesses.

Based in Jakarta, Indonesia, we are one of South East Asia’s leading full service

institutional and retail brokerage houses.

www.kingcapitalmanagement.com


We are perfectly placed to provide you with the

best global investment opportunities

Experienced, Dedicated, Financial Professionals

Successful asset management requires deep knowledge - our talented and committed research team are highly

experienced in global equity markets. Not only that, but all of our advice is firmly rooted in extensive research

and knowledge, meaning you can relax knowing that we are working our hardest to find you the best opportunities.

Running alongside our team, we also have an extensive network of over fifty international intermediaries

and partners, providing access to a wide range of the best international investments. This network also includes

professionals such as accountants, solicitors, bankers and stockbrokers, who help us offer you only the most

unbiased, consistent and reliable advice.

To ensure that we create a portfolio that is driven by specialist expertise, we use open architecture product

platforms supported by experienced investment specialists covering a variety of asset classes including: Fixed

Income, Funds and Alternative Investments, Foreign Exchange and Derivatives and Structured Products.

Bespoke Strategies Tailored to You

Unlike some of our competitors, we do not supply ‘off

the shelf‘ solutions. Our service is entirely bespoke and

our account managers will take time to develop a

deep understanding of your current situation and

aspirations before providing strategies and advice.

The strategies we offer will include weekly, monthly,

and yearly steps and each plan is entirely unique. All

of our strategies are designed to maximize long-term

growth and near-term returns.

Perfectly Placed to Meet Your Needs

Indonesia is one of the world’s fastest growing

economies and Jakarta is quickly becoming Asia’s

leading trade and financial economic center.

With an excellent infrastructure, well-established

financial services sector and highly-skilled workforce,

we are perfectly placed to provide you with the best

global investment opportunities.


Accessible, Transparent Communication

We believe that communication plays a key role in

ensuring your needs are met successfully. Our Account

Managers are always on hand to answer your questions

and offer support.

We also pride ourselves on offering a transparent, open

and accessible service to our clients, cutting through

financial jargon and simply providing you with

straightforward, honest and clear communication.

A Duty to Protect Your Information

We acknowledge that our relationship with you is one

that is based strongly on trust and that’s why we

believe we have a duty to behave responsibly and

protect your information at all times. We adopt only the

most suitable and secure methods available to keep

your information safe.


Support When and Where You Need It

Sometimes life as an expat can be challenging, more often than not time is your enemy. King Capital will help to

maximize the time you have with us. There will always be somebody to answer your call or your email.

Taking Care of Your Needs as an Expat

We understand the complexities and issues that can arise when managing your finances while living abroad.

Here at King Capital, we have many years of experience in handling the unique financial and investment

requirements of expats.

Navigating Your Taxes

Our team of specialist tax experts can help you make the most of your expat status and take advantage of any tax

benefits you may be entitled to.

Helping You Plan Your Estate

Arranging your estate can be a minefield when you’re living abroad, particularly if your assets are in one country and

beneficiaries in another. Laws regarding estates and inheritance can vary significantly between countries, however we

can help you find solutions to these issues and advise you on the best way to plan for the future of your estate.

Philosophy

Protecting Your Financial Future

Deciding how to invest your wealth is one of the most

important decisions you may ever make. That’s why

at King Capital, we take managing this responsibility

very seriously. Our aim is to protect your financial

future and we only offer advice and strategies that we

feel will most effectively serve your financial goals.

Using a combination of research and market

experience, we endeavor to provide you with the most

comprehensive, objective financial direction, focused

on preserving and building wealth.

Finding a Risk Profile that Suits You

We believe that matching your risk expectations is an

important part of the investing process. We ensure

that we only provide you with investments that fit a

risk-profile you feel confident with, while delivering the

kind of returns comfortable for you long-term.

Because we know that your needs or financial picture

may also change, we will work closely with you to

monitor your portfolio and recommend amendments

where suitable. In addition, we will provide regular

status reviews and keep you up-to-date with clear,

comprehensive reporting.



Creating the Right Strategy forYour Investment

We ensure that we develop your financial strategy

via a structured investment process. This includes

allocating assets across a core portfolio and satellite

investments. The process combines an investment

strategy informed by global economic research and

comprehensive analysis into each individual class of

security that we offer.

The world of investments is constantly changing

and to ensure we bring you the best knowledge and

opportunities, we make use of the most advanced

market technology on the market. Combined with our

experience and expertise, we feel this gives us an

edge over our competitors; not to mention the ability

to forge more successful financial pathways for you.

Investment with the Personal Touch

You are more to us than just your portfolio. We believe

that it is crucial to create a strategy that truly reflects

your personal preferences and needs.

We also believe that the better informed you are, the

more opportunity you have to be involved in your

financial decisions. This, in turn, helps us to create

and shape a portfolio that is not only more suited to

your needs, but closely aligned with your values too.

Deciding how to invest your wealth is one of the

most important decisions you may ever make.

What We Do

King Capital provides investment services to high-net worth individuals, their

families and businesses.

We will work with you to develop a deep understanding of your financial status -

where you are and where you want to go. We will then draft an extensive strategy

designed to meet your current and future financial objectives.



Our Services

Whatever your needs, we have a solution to suit you. Whether you would like our Account Managers

to manage your portfolio on your behalf or would like to have a self-directed approach, you can

choose from a variety of options to manage your investment portfolio.

Advisory Services

If you want an option where you want to make your

investment decisions and trade actively but don’t have

time or resources to do it, our Advisory Services are for

you.

Our Advisory Services allow you to capture the best

opportunities in a fast-paced financial market, while

making your own investment decisions. We will provide

you with insight and recommendations through a

continuous interactive advisory process constantly

underpinned by your risk profile.

Discretionary Services

With the Discretionary Portfolio Management Service,

you entrust your investment decisions to our team of

professional portfolio managers.

With a suite of discretionary portfolios tailored across

a range of client risk profiles, we actively manage the

portfolios to capture opportunities and mitigate risks.

Benefits of Advisory Services:

Investment ideas and recommendations from

experts

Direct access to our specialists and a dedicated

dealer for personalized assistance

Active trading support

Superior execution capabilities

A broad selection of securities

Access to a wide range of brokers

Competitive pricing

Benefits of Advisory Services:

A team approach for performance consistency

Robust risk management through diversified

sources of risk

Security selection based on research

Investment limits applied across asset classes,

country and industry exposure

Constant risk monitoring

An excellent track record. Our returns have

consistently exceeded our portfolio benchmarks over

a rolling five year period

Quality research and wide product range

Research

The Cornerstone of Successful Investing

Research lies at the heart of what we do. In order

to recommend the most suitable strategy for your

portfolio, we ensure that we only work with the most

experienced and knowledgeable professionals.

To source the best opportunities available, our research

teams and analysts work closely with our account

managers to review your investments and provide deep

insights into the securities you hold.

To ensure you are always kept informed of new

information relating to your portfolio, our account

managers will provide you with regular confidential

updates, including the latest developments and trends

relating to you and your investments.

Specialized Research Teams

Our teams are made up of experienced financial

professionals with extensive institutional research

backgrounds. We take time to listen to your needs

and offer clear, straightforward advice on the most

appropriate strategy for your personal circumstances.

In order to ensure we gain the most insightful

macroeconomic view, we work with specialized

research teams in a variety of sectors. This forms the

basis of all of our advice, whether it be for equities,

bonds, funds or alternative investments.

We also take advantage of the knowledge and skills

of third-party industry leaders so you can be sure you

are being provided with the widest possible pool of

expertise while also enjoying the most valued insights.



We ensure that we only work with the

most experienced and knowledgeable professionals.

Individual Stock Analysis

We offer individual stock analysis for Developed Market and also Emerging Market equities. Our team can construct an

equity model portfolio that suits your requirements and help you make well informed investment decisions.

In addition, all researched securities are translated into holdings Within our Discretionary Portfolios. Our equity

research is also closely supported by the Structured Products team through continuing to cover stocks structured via

derivative formats.

Clear, Transparent, Up-to-date Advice

We understand that it’s important to you to know your portfolio is being managed with the utmost care and attention.

That’s why we ensure all research and information is delivered to you in a clear, transparent and jargon-free manner.

We also strive to identify the important opportunities, trends and events that matter to you. Our team will monitor and

interpret information regarding every possible traded asset class to ensure we provide you with only the most timely,

up-to-date advice.

Products

To ensure that we supply you the best service possible, we provide a range of financial products.

Below are some examples of the investment products we offer.

International Equities

Being too heavily invested in only one

country could mean your portfolio

could be negatively affected if that

particular market takes a hit. By

investing internationally, you can

spread your risk and take advantage

of industries and regions where the

market is strong.

Funds

Funds are a collective form of

investment that lets you invest

indirectly in company shares or other

investments such as bonds. They

can also often be held within a tax

efficient ISA wrapper.

Exchange TradedCommodities (ETCs)

ETCs are easily traded investments

that offer you easy access to difficult

to reach commodity markets. They

also fit into a wide range of risk

profiles.


Gilts & Bonds

Gilts and bonds are a great way to

make a more predictable, steady

return on your investment. Simple to

buy and sell, many even come with

exemption from capital gains tax.

Exchange TradedFunds (ETFs)

Exchange traded funds (ETFS) are

securities that track an index,

commodity or a collection of assets,

but trades similar to a stock on an

exchange. They are also a relatively

secure, cost effectiveness method of

investing in the gold bullion market.

Structured Products

Structured products are synthetic

investment instruments, designed

to meet specific needs not offered by

standardized financial instruments.

They provide the chance to invest in

otherwise difficult to access assets

or take a risk adjusted exposure to

conventional assets.

We use an open-architectureproduct platform supported by open investment specialists.

Foreign Exchange

There are a number of different types

of foreign exchange investment

opportunities ranging from pot

exchanges to forward exchange

contracts as well as option dated

forward exchange contracts.

Contracts forDifference (CFDs)

CFDs are a leveraged ‘derivative’

product which provide you with the

opportunity to trade on live market

price movements without physically

owning the underlying instrument.

Turbos

Turbos track an underlying asset,

usually a European index or currency

and offer investors a way to gain full

exposure to an asset’s price. They

also contain a knockout barrier and

as such offer limited risk.

Covered Warrants

Issued by financial institutions,

Covered Warrants are flexible tools

providing leveraged exposure to

a wide range of underlying assets

such as equities, baskets, indivces,

currencies and commodities.

Financial SpreadTrading (FST)

Financial Spread Trading allows

you to speculate on the rise and

fall of global financial markets and

offers a tax-efficient alternative to

other trading options such as share

dealing.

New Issues

New Issues offer the opportunity to

access investments before they

trade on the market and come in

two main forms: New Retail Bonds

or Initial Public Offerings (lPOs).


Contact UsOur team is always on-hand to deal with any queries or questions you may have. Whether

you would like to know more about our services or want to discuss how we can help

you expand your portfolio, please contact us and we will get back to you as soon as we

possibly can.

Address:

23/F, Pondok Indah Office Tower 3,

Jl. S. Iskandar Muda,

Jakarta, 12310,

Indonesia

Email us at:

[email protected]


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