Frequency of interaction
Best investment ideas from EFA
EFA, our financial advisors start with exactly your needs, focusing on your success and remaining committed to helping you grow your bottom line and achieve your financial goals.
Try it for free
Counselors and your Personal Financial Advisor simplify the wealth planning process by providing you with a strategy to achieve your life goals.
With years of experience and access to professional resources, lawyers and analysts, our consultants are ready to make informed financial decisions for your complete wealth management from retirement to estate planning.
The main principle
Competent setting of investment goals and their step-by-step achievement with the help of financial market instruments. This format of consulting does not imply attempts to make a quick profit, but systematically leads to the achievement of goals in a given time frame. A personal financial advisor will help you set financial goals, draw up a plan for achieving them, and will accompany the client throughout the entire investment period.
The advisor, based on the data obtained, offers investment ideas and optimal investment options. If the idea suits the client, a transaction is made with a commission according to the tariff plan. If the idea does not fit, the advisor analyzes the market again and suggests new ideas.
Consultation Try it!
How it works?
The client determines investment goals
Frequency of interaction
The advisor creates an investment profile
The advisor collects a portfolio for investments
Draws up a contract
Forms a proposal for a portfolio
Advises the best choice
Advises on the composition of the portfolio throughout its implementation
Analytical support (market analytics, industry reviews, analytics for each idea, expert opinion on investor ideas)
Portfolio rebalancing as needed
Stages of cooperation
You choose the time and place for the meeting
Meeting with an advisor
Your personal advisor will conduct a strategic session and identify needs
Setting goals and strategies
Goals and financial strategy are created based on the needs
Analysis and selection of innovative tools
Selection of financial instruments to generate income and save funds
Risk minimization and constant control
A personal advisor, together with advisers, monitor the situation on the markets and instantly react
Analytics & Withdrawals
A personal advisor provides all analytical materials personally to the client and withdraws funds upon request.