Audit of the existing solutions as well as adapting, delivering or identifying new investment solutions.
We start the investment advice by conducting a thorough audit of the existing tactics used by the client – we assess their potential opportunities and threats, forecast profits and suggest optimisation strategies.
On the basis of a precise understanding of the client’s current situation we can analyse and propose new investment strategies adapted to the client’s capacity, needs and expectations.
Estimating the real level of investment risk and providing reliable feedback to the Client is an essential element of our investment advice.
As part of our investment consulting, we provide or indicate specific, customised solutions with regard to:
- PLN and FX deposits, savings accounts and current accounts,
- treasury bonds,
- corporate bonds,
- investment funds,
- investment policies,
- brokerage accounts, forex accounts,
- alternative investments.