Investment Advisory

Investment advisory stands as a fundamental driver for your financial prosperity.

We are pleased to offer our clients creative investment solutions that are beyond traditional investment strategies, markets and products. Our recommendations are tailored to Client’s needs and are conducted in compliance with all legal requirements and regulations.

 

Investment advisory entails five main criteria:

 

  1. Investment goals and expected rate of return;
  2. Client’s risk profile;
  3. Client’s portfolio allocation;
  4. Investment horizon;
  5. Liquidity considerations.

 

The investment service facilitates our Clients to find attractive investment ideas on Global Markets, as well as to respond timely to the changing trends and includes:

 

  • Assinting in formation of optiomal investment strategy based on assessment of client’s goal and needs;
  • Advisory on execution and settlement of transactions within the scope of the approved strategy;
  • Portfolio allocation reviews and recommendations based on current market conditions;
  • Developing structured products to fulfill Clients’ needs on their request;
  • Provision of any necessary information regarding investments in global markets in a confidential manner.

 

For more details please refer to Appendices 1 and 3 to Terms of Business for brokerage published on our website in Section DISCLOSURES.

 

Should you have any questions regarding Our Services, please do not hesitate to contact us at phone number: + 357 25 558 225

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