With our report, you will see if your current investments are adapted to you or not, if you are paying too much in fees and if your returns are below what the market offers.
The process is really simple:
Give us your details and upload the official document with your funds.
Our experts check the data, confirm that you have completed the investor profile questionnaire and make out the report.
We send you the report and we call you to explain how we can enhance your investments.
You will see some of the most important indicators for an investment plan:
1. Historical and/or expected returns
2. Maximum drop in the last year
3. Costs and fees
4. Diversification by asset, sector, region and currency
Fill in the form below. We will analyse your investments, without obligation (available for portfolios from €/$50,000).