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    החל מ - 300 אלף ש"ח

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    Private Investment Consulting

    The investment world offers a great number of options for risk management services of all types.

    Private investment consulting  enables you, as a capital investor , to enjoy a built-in advantage in which you receive risk management service under an umbrella that takes care of your portfolio regardless of hundreds and thousands of marketable financial instruments.

    Private investment consulting  provides you all the investment options that are tailored to you. From the level of  the First investment in an ordinary share, to commissions and associated costs.

    Private investment consulting  allows you, at your own choice, to adjust the exposure to the whole consultation process.

    The relationship with you, by law, and according to my preference,  is tight and personal and is not conducted  by changing salespeople.

    Private investment consulting requires compliance with the provisions of the law: valid license, professional liability insurance in effect and deposit of funds in trust.

    Consulting Benefits:

    1. Objectivity and independence
    2. Optimal exposure to a variety of investment solutions
    3. Saving commissions
    4. Personal and direct service
    5. Activation

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