Description of Wealth Management Consulting

Certified wealth management is carried out in the presence of carrying an appropriate license. It is issued to a company subject to specific requirements, including the amount of its capital, the minimum number of qualified specialists, the necessary material and technical support, the level of the corporate governance system, and having an impeccable business reputation.

Meaning of wealth management 

Wealth management is an activity related to the professional management of various types of assets to generate profits for investors.

The process includes:

• Market research to find attractive investment projects in the interests of fund participants;
• assessment of profitability and riskiness of investments;
• constant monitoring and analysis of the value of assets;
• compliance with the approved investment strategy of the funds.

Effective wealth management is a continuous process that stipulates the need for constant market analysis for securities, real estate, and other resources that are part of the fund's assets. 

Wealth management consulting 

Wealth management is the practice of increasing capital over time by acquiring, maintaining, and selling investments. Wealth management professionals are known as financial consultants. They develop and implement asset management solutions to grow clients' portfolios and generate returns.

Financial consulting services may include:

• wealth management consultancy;
• creation and registration of funds, as well as their comprehensive servicing;
• issuance of investment certificates;
• conducting transactions with securities; 
• development of investment and management solutions for specific projects or businesses;
• application of strategies aimed at maximizing profits at the lowest possible risks;
• full legal support;

They will maintain accounting and financial records as well as prepare and submit reports to the relevant authorities.

A professional team, with its experience and necessary qualifications, will provide the most suitable and comfortable environment for each investor. Asset management is carried out based on the priority areas provided for in the fund's investment declaration, taking into account the possibility of using the most effective strategies.