Pool Advista

What Pool Advista does

PT Pool Advista Indonesia Tbk is an Indonesia-domiciled investment holding company publicly listed on the Indonesia Stock Exchange (ticker: QA), founded on August 26, 1958, originally as PT Pool Asuransi Indonesia in general insurance. The company exited the insurance business in 2004 after returning its license to the Minister of Finance and pivoted its stated object and purpose to investment consulting and development services, subsequently constructing a four-subsidiary structure: PT Pool Advista Sekuritas (securities brokerage on IDX), PT Pool Advista Aset Manajemen (mutual fund / reksadana management with an OJK Investment Manager license), PT Pool Advista Finance (consumer and vehicle financing with four branches), and PT Asuransi Jiwa Advista (life insurance including micro-insurance products). Capital is raised through OJK-regulated limited public offerings, most recently PUT IV in March 2017 which raised Rp112.5 billion via 449,988,008 new shares at Rp250 each alongside warrants. Distribution runs through IDX for securities, mutual fund direct channels, four consumer-finance branch offices, and insurance agents. The largest shareholders are PT Advista Multi Artha (18.64%) and state-owned Asabri (11.75%), with the remaining 69.61% held by public shareholders across approximately 2.34 billion total shares outstanding.

Name

Pool Advista

Legal name

PT. Pool Advista Indonesia, Tbk

Website

https://pooladvista.com

Company type

Public

Founded year

1958

Operating status

Operating

Headcount range

51–100 employees

Short description

PT Pool Advista Indonesia Tbk is an Indonesia-listed (IDX: QA) investment holding company operating four wholly-owned subsidiaries in securities brokerage, mutual fund asset management, consumer vehicle financing, and life insurance, serving retail and institutional Indonesian customers.

Ownership category

akta.pro rank

Headquarters

HQ city

Permata

HQ country

Indonesia

HQ region

Asia

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Distribution channels4 records

Marketing channels4 records

Core offering

PT Pool Advista Indonesia Tbk is a publicly-listed Indonesian investment holding company that provides financial services through four wholly-owned subsidiaries: PT Pool Advista Sekuritas (IDX-registered securities brokerage, ticker QA), PT Pool Advista Aset Manajemen (mutual fund / asset management including equity, protected, balanced, and sharia products), PT Pool Advista Finance (consumer and vehicle financing via branch network), and PT Asuransi Jiwa Advista (life insurance products including micro insurance). The parent entity itself provides investment consulting and portfolio development services across the group.

Product overview

Pool Advista Indonesia TbK is a holding company that operates through four subsidiaries: PT. Pool Advista Sekuritas (securities brokerage registered with IDX under code QA), PT. Pool Advista Aset Manajemen (asset management offering mutual funds including equity, protected, balanced, and sharia products), PT. Pool Advista Finance (consumer financing specializing in automotive loans), and PT. Asuransi Jiwa Advista (life insurance with a focus on protection products and microinsurance). The parent company provides investment consulting and portfolio development services while the subsidiaries focus on securities trading, fund management, consumer finance, and life insurance respectively.

Differentiator

Problem solved

Functional benefit

Products and services

• PT. Pool Advista Sekuritas (Securities Brokerage) IDX-registered securities brokerage firm operating under ticker QA, providing stock trading and brokerage services on the Indonesia Stock Exchange for retail and institutional investors.
• PT. Pool Advista Aset Manajemen (Mutual Funds / Asset Management) Asset management company offering mutual fund products including equity funds, protected funds, balanced funds, and sharia-compliant mutual funds for retail and institutional investors.
• PT. Pool Advista Finance (Consumer / Vehicle Financing) Consumer financing company specializing in automotive financing and multi-purpose consumer loans, operating multiple branches across Indonesia and recognized multiple times by Infobank Research Bureau with 'Sangat Bagus' (Very Good) ratings.
• PT. Asuransi Jiwa Advista (Life Insurance) Life insurance company providing protection products designed to compete with foreign insurers, emphasizing transparency and financial education for Indonesian families, including micro insurance programs.
• Investment Advisory and Development Services (Parent Holding) Core business consulting and investment development services provided by parent PT Pool Advista Indonesia Tbk, managing the portfolio of operating subsidiaries across securities, asset management, finance, and life insurance.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered core and minor.

• PT Adimitra Jasa KorporacoreOthersActs as the Securities Administration Bureau (Biro Administrasi Efek) for Pool Advista, managing the register of shareholders and administering collective custody arrangements. All shareholder meeting notices and entitlements are processed through this entity.
• Otoritas Jasa Keuangan (OJK)coreOthersRegulatory oversight body governing Pool Advista and its subsidiaries. Subsidiaries PT Pool Advista Aset Manajemen holds Investment Manager license No. Kep-01/BL/MI/2009 from Bapepam-LK (now OJK). All operations are subject to OJK regulations.
• PT Kustodian Sentral Efek Indonesia (KSEI)coreOthersCentral Securities Custodian and settlement institution for the Indonesian capital market. Pool Advista distributes shareholder meeting notices and enables e-proxy/e-voting through KSEI's eASY.KSEI system.
• Bursa Efek Indonesia (IDX)coreOthersIndonesia Stock Exchange where PT Pool Advista Sekuritas is listed with ticker QA and where Pool Advista publishes official company announcements and disclosures.
• QBE Asia Pacific Holdings Limited, Hong KongminorOthersOn December 15, 2016, Pool Advista sold its entire 45% stake in PT Asuransi QBE Pool Indonesia (450 shares) to QBE Asia Pacific Holdings Limited, Hong Kong for IDR 168,250,000,000. The relationship ended with the divestiture.
• Yayasan Widya Dharma ArthaminorOthersNon-profit foundation that collaborated with Pool Advista to provide affordable education in accounting, taxation, and insurance from 2007 to 2009 in Bogor. Also partnered on environmental awareness programs including bio-stove introduction.
• Vihara DharmasagaraminorOthersBuddhist temple that partnered with Pool Advista in 2010-2011 for social welfare activities including free health examinations and treatment for approximately 1,100 community members in Kapuk Kamal Jakarta and Merdeka Bogor.

Scale indicators3 records

Recent moves9 records

Expansion highlights5 records

Direct peers

• Panin Asset Management: Mid-sized Indonesian mutual-fund manager; comparable in scale and product breadth to PT Pool Advista Aset Manajemen for reksadana distribution.
• Mirae Asset Sekuritas Indonesia: IDX-registered securities broker with retail trading focus. Comparable to Pool Advista Sekuritas in terms of IDX-listed retail-brokerage business model.
• Trimegah Sekuritas Indonesia: Indonesian securities broker and asset manager also operating in the IDX with both brokerage and mutual-fund businesses — directly comparable to Pool Advista Sekuritas and Pool Advista Aset Manajemen.
• MNC Kapital Indonesia: IDX-listed diversified financial-services holding company (securities, asset management, consumer finance, insurance). Most structurally comparable to Pool Advista's four-subsidiary model within Indonesia.
• Sucorinvest Asset Management: Indonesian mutual-fund manager (reksadana) including sharia offerings, directly comparable in product mix and target customer to PT Pool Advista Aset Manajemen.

Broad incumbents

• Danareksa Sekuritas: State-affiliated Indonesian securities and asset-management firm with multi-line offerings; comparable to the brokerage and investment-management pieces of Pool Advista's group.
• AIA Financial Indonesia: Major Indonesian life-insurance carrier with broad agency distribution; serves as a large-scale benchmark for PT Asuransi Jiwa Advista's microinsurance and individual life products.
• Adira Dinamika Multi Finance: Large Indonesian consumer-finance specialist focused on automotive financing; PT Pool Advista Finance operates in the same vehicle-financing niche but at materially smaller scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/pt-pool-advista-indonesia-tbk

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries4 records

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 Pool Advista