Investment processes, preparation and evaluation of projects.

Personal Financial Advisory:

Customer Profile: we provide financial assessment to people.

Solutions:

• We offer you financial planning suited to your personal projects.

• We advise you on investment and/or money saving product hiring decisions according to your risk profile.

• We assist you in structuring and evaluating your personal projects.

• We act as consultants to allow you to carry out an efficient Fiscal planning.

Tools for your Management

• We offer innovating tools which enable you to:

• Know your financial situation and perform a follow up on your personal finances.

• Undertake your personal projects taking good care and optimizing your savings.

• Carry out an efficient tax planning which maximize your savings.

Undertaking and growing:

Customers Profile: we advise and help along young enterprises and high potential entrepreneurs.

Solutions:

• Financial support and analysis of your company or business venture.

• Structuration and evaluation of expansion projects.

• Structuration and evaluation of business ventures.

• Risk assessment in your company or business venture.

Tools for your Management

• We offer innovating tools which enable you to:

• Know the financial situation of your company in order to ensure stability and consolidation of it.

• Understand the risks associated to your business and make decisions which allow you to optimize your resources and grow in time

• Know and comprehend the most relevant profitability indicators that leverage the achievement of your enterprise or business venture.

Expanding:

Customers Profile: we advise and help along settled enterprises in process of expansion or consolidation.

Solutions:

• Financial analysis and assessment of your company current situation in order to ensure stability and consolidation.

• Financial analysis of your expansion projects in order to ensure an appropriate use of resources.

• Identify the main risks in your company.

Tools for your Management

• We offer innovating tools which facilitate you to:

• Know the financial situation of your company in order to ensure stability and consolidation of it.

• Evaluate the feasibility of your expansion projects

• Understand the risks associated to your business and make decisions which allow you to optimize your resources and grow in time

• Know and comprehend the most relevant profitability indicators that leverage the achievement of your goals