Alternative opinion
is a comprehensive professional analysis and evaluation of your current investments, as well as an opportunity to get an objective expert opinion on the feasibility of your investments.
What is the aim of the alternative opinion?
Not all financial managers and advisors act in the interests of the client.
For example, an adviser with a low level of competence may recommend a product which is completely unsuitable for the person being consulted and also require a solid commission.
Often managers, in order to demonstrate high profitability, invest heavily in risky assets which are not suitable for the client.
It is also possible that the broker will be a representative of an unreliable company with unconfirmed experience.
Those who have no financial education are likely to come across such "pitfalls". The lack of specialized knowledge and skills leads to inefficient use of capital or even its complete loss.
For example, an adviser with a low level of competence may recommend a product which is completely unsuitable for the person being consulted and also require a solid commission.
Often managers, in order to demonstrate high profitability, invest heavily in risky assets which are not suitable for the client.
It is also possible that the broker will be a representative of an unreliable company with unconfirmed experience.
Those who have no financial education are likely to come across such "pitfalls". The lack of specialized knowledge and skills leads to inefficient use of capital or even its complete loss.
What is the purpose of the alternative opinion service?
The purpose of this service is a qualitative risk assessment of investment products offered or already purchased in financial institutions. During the consultation, you can get an expert opinion on the following issues:
- if the financial instrument or strategy that you have been offered is really profitable;
- if the company you are currently investing with is reliable;
- if there are alternative investment options with more favorable and safer conditions;
- if the structure of current investments is optimal, what risks does it involve and does it correspond to personal financial goals;
- if the current management of your investment portfolio is of high quality and acts in accordance with your goals;
- how good the return on your investments in different periods of time is and whether there are ways to increase it.
AS A RESULT OF THE CONSULTATION YOU RECEIVE:
- Comprehensive qualified analysis of the existing situation.
- A report with recommendations that provides a real solution to financial issues.
Альтернативное мнение
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4th floor, 43 office
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ООО “Давр Капитал”
Individual Tax-payer Number: 9703144563
PSRN: 1237700338182
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