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We are a team of experts with over 10 years of experience in finances. Our employees have certified and trained in the leading Russian financial companies and abroad.
Our team will introduce you to the world of finances and investing and will help develop an individual financial plan to fulfil your personal goals and ambitions.
earned for clients in 2017
Our fund is unique for several reasons:
A personal financial plan diagnoses your financial situation and contains an analysis of costs, revenues, assets and liabilities, and most importantly - the calculation of several scenarios to assess the attainability of those goals that you set for yourself. We will also voice our recommendations on financial products that are most suitable for you.
The task is to properly structure the family capital and arrange financial priorities in such a way as to achieve, with the help of available revenues, significantly more: provide themselves with pension capital, give the children a prestigious education, purchase more expensive real estate, cars etc.
The term for the development of the financial plan is from 3 to 5 working days.
More information about the process of drawing up the plan and its forms can be found at financial plan page.
We are ready to help you with a full range of financial issues, turning them into prospects and opportunities:
What may seem insignificant waste at the moment, giving you immediate satisfaction or convenience, with the right long-term management can lead to a significant improvement in your well-being and give a tangible result.
That is why the customer is constantly being worked with, with intermediate achievements monitored.
Any person, from a student who just first thought about the prospects of revenue management to wealthy clients with investment experience and an already formed portfolio.