We provide comprehensive financial advice based on an analysis of family or business finances. We focus on investments, loans and life or property insurance. We provide pension funds and building savings. We draw up financial plans.
The company has a history of 24 years of real estate investment. It offers bonds with yields up to 9%. Its portfolio of investments includes EFI Hotels, EFI Brewery, office buildings and residential properties. It will also offer its services as a real estate agency. The insurance services division will take out insurance for you.
Financial planning, protecting clients against loss of income, financial portfolio analysis. Life insurance. Property insurance. Mortgage loans. Consumer loans. Investment advice. Retirement savings and more. Real estate services.
Provides comprehensive banking services. We focus mainly on personal advice, accounts, credit and debit cards, loans, mortgages and more. We also specialize in direct banking, insurance, currencies and foreign exchange. We offer time deposits, mutual funds, stocks and bonds.
We deal with the execution of auctions of securities, conversion of forms and forms of securities and book-entry of securities. We operate an online exchange RoklenFx.
I provide clients with complete management of their finances and assets. My main focus is advising on homeownership planning and building financial reserves. The result of my work is an informed client with a personal financial plan that will lead them to their goals.