R Wishnu Wardhana on Clubhouse

Bio

🏆 2X Court of the Table, 3X MDRT
🎖 The Premier Association of Financial Professional
👨‍💼 Serving Financial Goals
📰 21 Honours and Awards
🌏 🇮🇩🇸🇬

Know me better:
https://linktr.ee/RADENWISHNUWARDHANA

Wishnu is professional financial advisor for high-end clients. Been in service since 2006. His specialities are in wealth management, wealth creation, inter generational wealth transfer, retirement planning, education planning, and global lifetime health care plan.

Wishnu started his professional career in wealth management at Commonwealth Bank in Indonesia. He has been working with High Net Worth Individuals and affluent clients mainly in Greater Jakarta area. On dealing with clients, Wishnu using MOM is HERO principles

MOM strategy on wealth managing:
1. Maximising wealth portfolio
2. Optimising return
3. Managing financial risks

HERO principles on creating wealth portfolio:
1. Time Horison of investment
2. Expected return clients wish to gain
3. Risk profile clients can tolerate due to market volatility
4. Objective of financials for clients

The art of investment is not in taking no risk, but to manage risk within acceptable level.