Hollystic financial planning:
• Full analysis of all the liquid and pension assets of the portfolio.
• Characterization of customer profile (goals, investment horizon, risk attitude, etc.).
• Implement a strategy for the long run that will optimize the client profile and goals.
• Full monitor along the way and adjustment of the portfolio to the changing client needs and the dynamic geopolitical and economic environments.
• Laying the foundations for the next generation.
Company Details
- Employees
- 1
- Address
- Financial Services
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Danus Finance Questions
Danus Finance's LinkedIn profile is https://www.linkedin.com/company/danus-finance
Danus Finance has
1 employees.
View email and phone details for 1
employees at Danus Finance.
Danus Finance's industry is
Financial Services
Danus Finance's top competitors are
Lucid Investments I Family Office & Wealth Management,
Şekerbank T.a.ş.,
Taylor Wealth Office,
Neto Finance | נטו תכנון פיננסי,
Pogo,
Ainvest,
Trecapital,
Shine Global Family Office.
Danus Finance's categories are Financial Services
