Phillip Sekuritas Indonesia

What Phillip Sekuritas Indonesia does

Phillip Sekuritas Indonesia is a Jakarta-based securities brokerage founded in 1989 and a member of the global PhillipCapital group, which operates across more than 15 countries. The firm offers a multi-product investment platform serving Indonesian retail and institutional clients, including equity trading (Saham), leveraged margin trading, mutual fund distribution (Reksa Dana), government and corporate bond trading (Obligasi, including retail SBN), Sharia-compliant investments (Investasi Syariah), and IPO subscription services. On the institutional side it delivers corporate finance advisory, capital markets execution, and in-house research through the daily Phillip Morning Market Call webinar series.

The company's core technology is the POEMS platform — Phillip Online Equity Management System — delivered as a web-based portal (POEMS ID) and a mobile application (POEMS Mobile), with secondary modules ProBonds (24/7 retail government bond access) and SWIFT (one-tap scalping execution). Online account opening is fully self-serve, and margin accounts can be opened digitally from a Rp50 million minimum. Distribution combines self-serve digital channels for retail investors with direct institutional relationship management and a partner network (Phillip and Friends, Goes To Office, Employee Smart Plan) targeting corporate employee channels and financial planners.

Phillip Sekuritas generates revenue through a transaction-and-fee model: brokerage commissions on equity and bond trades, interest income from margin financing, distribution and trail fees on mutual funds, fees from corporate finance and advisory mandates, and institutional research services. Pricing for retail trading is commission-based and not publicly disclosed, while institutional mandates are contracted on multi-year terms with custom pricing. The GTM motion is hybrid: sales-led direct coverage for institutional clients and digital self-serve for retail, supported by daily research content marketing.

Name

Phillip Sekuritas Indonesia

Legal name

Phillip Sekuritas Indonesia

Website

https://phillip.co.id

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

101–250 employees

Short description

Phillip Sekuritas Indonesia is a Jakarta-based securities brokerage founded in 1989, part of the global PhillipCapital group, providing retail and institutional investors with stock, margin, mutual fund, bond, and Sharia-compliant investment services via its POEMS digital trading platform, supported by corporate finance advisory and daily research.

Ownership category

akta.pro rank

Product category

Retail Securities Brokerage

NAICS

Securities and Commodity Contracts Intermediation and Brokerage (5231), Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282), Security & Commodity Brokers, Dealers, Exchanges & Services (6200)

akta.pro primary industry

Discretionary Portfolio Management (Retail) (FSAAAAAH)

akta.pro secondary industries

Shariah-compliant Financing Products (Murabaha, Ijara, Tawarruq, Istisna, Salam) (FSABAGAH), Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)

Keywords

• Securities brokerage
• Online stock trading
• Mutual fund distribution
• Corporate finance advisory
• Bond trading services

Headquarters

HQ city

Dki Jakarta

HQ country

Indonesia

HQ region

Asia

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Securities Brokerage Commission: Commission-based revenue from stock trading transactions executed through the POEMS platform for individual and institutional clients.
2. Margin Trading Interest: Interest income generated from leveraged trading accounts, with accounts available from Rp50 million minimum.
3. Mutual Fund Distribution (Reksa Dana): Distribution fees and trail commissions from selling mutual fund products to retail investors.
4. Bond Trading (Obligasi & SBN): Revenue from government and corporate bond transactions, including retail SBN sold via ProBonds 24/7.
5. Corporate Finance Services: Investment banking and advisory services for institutional clients, including capital market transactions.
6. Research Services: Daily market research, stock recommendations, and economic analysis provided to support client investment decisions.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core offering

Phillip Sekuritas Indonesia is an Indonesian securities brokerage firm providing retail investors with multi-asset online trading (stocks, margin, mutual funds, bonds, SBN retail government bonds, and Sharia-compliant investments) through the proprietary POEMS ID and POEMS Mobile platforms, complemented by daily in-house equity research and Phillip Morning Market Call webinars. For institutional and corporate clients it offers Corporate Finance advisory including capital raising and M&A, supported by institutional research.

Product overview

Phillip Sekuritas Indonesia operates as a securities brokerage firm offering a comprehensive digital trading ecosystem. The core product is the POEMS (Phillip Online Equity Management System) platform, available as POEMS ID (web/desktop) and POEMS Mobile (iOS/Android), providing unified multi-device access for investors. The platform supports multiple product lines: Saham (stocks), Margin Trading, Reksa Dana (mutual funds), Investasi Syariah (Sharia-compliant investments), and Obligasi (bonds including retail SBN via ProBonds). Supporting services include Research with daily stock recommendations through Phillip Morning Market Call, IPO subscription capabilities, and institutional offerings like Corporate Finance advisory services. Recent additions include the SWIFT one-tap trading feature and the IPO menu for simplified public offering participation.

Differentiator

Problem solved

Functional benefit

Brands

• POEMS: Online trading platform for stocks, mutual funds, bonds, and other investment products
• POEMS ID
• ProBonds
• Phillip Morning Market Call

Products and services

• Stock Trading (Saham) Equity trading service enabling individual and institutional investors to buy and sell stocks listed on the Indonesia Stock Exchange through the POEMS platform.
• Margin Trading Leveraged trading facility allowing investors to trade with borrowed funds, with accounts openable fully online from a Rp50 million minimum capital threshold.
• Mutual Funds (Reksa Dana) Mutual fund investment service providing access to various professionally managed investment funds distributed to retail investors.
• Sharia-Compliant Investment (Investasi Syariah) Sharia-compliant investment products adhering to Islamic financial principles for Muslim investors in the Indonesian capital market.
• Bonds (Obligasi) Bond trading service covering corporate and government bonds listed in Indonesia, including retail government bonds (SBN Ritel).
• ProBonds (SBN Ritel 24 Hours) Bond purchasing channel for retail government bonds (SBN Ritel) available 24 hours via the POEMS ecosystem.
• POEMS Trading Platform (POEMS ID and POEMS Mobile) Proprietary online trading ecosystem (Phillip Online Equity Management System) providing unified web and mobile access for account management and trading across multiple asset classes.
• Research Services Market research and analysis services including daily stock recommendations, economic updates, and market news from in-house analysts for retail and institutional clients.
• Phillip Morning Market Call Webinar Daily stock recommendation webinar delivered via Zoom, providing analyst commentary and market updates to active retail investors.
• Corporate Finance Advisory Investment banking and corporate advisory services for institutional clients, including capital raising and M&A advisory.
• Employee Smart Plan Employee investment planning program delivered as part of the collaboration offerings for corporate partners and HR departments.

Quantifiable outcome

• Daily market insights and stock recommendations provided to clients via Phillip Morning Market Call webinar series
• +1 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Three partnerships are on record, tiered core.

• PT Phillip Asset ManagementcoreStrategic or Co-development PartnerAffiliated investment management company within the Phillip Group in Indonesia, co-selling mutual fund products and sharing distribution infrastructure.
• PT Phillip FuturescoreStrategic or Co-development PartnerAffiliated futures trading company within the Phillip Group in Indonesia, offering complementary derivatives products.
• PhillipCapital Group (Global Network)coreStrategic or Co-development PartnerGlobal financial services group with presence in 15+ countries including Australia, China, Hong Kong, India, Japan, Malaysia, Taiwan, Thailand, UAE, UK, USA, and Vietnam. Provides international market access, cross-border investment products, and shared brand equity.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• PT BNI Sekuritas: Bank-affiliated (Bank Negara Indonesia) Indonesian brokerage providing retail and institutional securities services. Competes with Phillip Sekuritas in the same product segments but with a much larger captive banking customer base and balance sheet.
• PT Mandiri Sekuritas: Bank-affiliated (Bank Mandiri) Indonesian securities brokerage with the largest captive retail client base in the country. Overlaps heavily with Phillip Sekuritas in retail stock and mutual fund distribution but operates at significantly greater scale with parent-bank funding advantages.

Direct peers

• PT Henan Putihrai Sekuritas: Independent Indonesian securities brokerage offering retail and institutional trading with research support. Comparable in size and product offering to Phillip Sekuritas as a non-bank-affiliated domestic broker competing in the same segments.
• PT OCBC Sekuritas Indonesia: Indonesian brokerage affiliate of Singapore-based OCBC Group, offering retail and institutional securities services. Comparable in product breadth and group-affiliated international orientation similar to Phillip Sekuritas' PhillipCapital connection.
• PT Indopremier Sekuritas: Indonesian retail-focused securities broker operating the IPOT platform for online stock and mutual fund trading. Direct competitor in the same multi-product digital brokerage segment as Phillip Sekuritas, with similar retail customer base and POEMS-equivalent online infrastructure.
• PT Trimegah Sekuritas Indonesia: Mid-sized Indonesian securities brokerage with strong research franchise and digital trading platform serving retail and institutional clients. Comparable in scale, product breadth, and research-driven positioning to Phillip Sekuritas Indonesia.
• PT Mirae Asset Sekuritas Indonesia: Indonesian arm of South Korea's Mirae Asset Group, offering retail and institutional brokerage with a digital trading app. Comparable as a multi-product retail broker with international group affiliation similar to Phillip Sekuritas' PhillipCapital membership.
• PT CIMB Niaga Sekuritas: Brokerage arm of CIMB Niaga in Indonesia, providing retail and institutional trading and corporate finance. Comparable as a multi-product regional-affiliated Indonesian broker with similar retail and institutional split.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/TalkToPhillip
• LinkedInlinkedin.com/company/phillipsekuritas

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Phillip Sekuritas Indonesia