PROJECTS ENGLISH

Описание: Percakapan :

kirana: Good morning, Mrs. Nailah. Thank you for taking the time to join this meeting. I hope you're doing well.

nailah : Good morning, Mrs. Kirana. I'm doing well, thank you. I’m looking forward to our discussion.

kirana : Glad to hear that. The main purpose of today’s meeting is to present a potential partnership opportunity between Investa Nusantara and Delta Maju Corp in the field of **equity portfolio management**.
Given the recent growth in the capital market, we believe this is an ideal time to strategically expand investment exposure through a professional partnership.

nailah : That sounds interesting. Could you walk me through the proposed structure?

kirana : Certainly. We propose a *co-managed investment portfolio* model, where:
Investa Nusantara will act as the portfolio advisor and handle technical management
Delta Maju Corp will retain strategic oversight through regular reports and a review panel
Returns will be shared based on a mutually agreed structure, with potential annual yields averaging *12–15%*
We have successfully implemented similar models with other institutional clients, especially focusing on blue-chip stocks and well-curated tech sector equities.

nailah : What about risk management and capital protection?

kirana : That’s a key point, and we’ve addressed it seriously. Our strategy includes:
*Active diversification across sectors*
*Automatic stop-loss mechanisms* to minimize downside risk
And an *80% capital protection guarantee* through our internal risk-mitigation system
This ensures that while we pursue growth, we still protect the core capital.

nailah : So this wouldn’t be a completely passive model from our side?

kirana : Exactly. In fact, we encourage active collaboration—particularly in deciding sector focus and adjusting strategy based on your company’s risk appetite.
Our research team will provide weekly updates and investment recommendations to support your decision-making.

nailah : This sounds promising. I’ll need to present this to our board of directors, but from what I see, it aligns well with our Q4 asset diversification goals.

kirana : That’s great to hear. I’ll send over the full proposal and a sample portfolio simulation within the next two days. Would you be available for a follow-up meeting next Monday?

nailah : Yes, Monday morning works for me.

kirana : Perfect. I’ll schedule it. Thank you again for your time and attention today, Mrs. Nailah. I truly hope this will be the beginning of a strong collaboration.

nailah : Thank you as well, Mrs. Kirana. I appreciate the clear and professional presentation.