Capman Inc. team provides individual consultancy services -customized recommendations based entirely on the customer-specific investment horizon and risk profile. The investment consultations are intended to satisfy the personal interest of customers who trade both on the Bulgarian Stock Exchange and on the foreign markets.
Recommendations on the formation and restructuring of the portfolio can include a wide range of financial instruments through which the investor could take advantage of the global economic trends and development in various sectors.
Benefits of the service:
- Intended personally for you – completely tailored to your individual characteristics as an investor;
- Offering a personal recommendation for your investment strategy based on your specific investment and risk profile;
- Consistence of the consultations are with with the most recent development on the financial markets and Bulgarian and world economy prospects;
- Analysis of particular public companies and recommendations on the transactions, depending on how appropriate they are for the investor;
- Analysis of a portfolio;
- Recommendations on structuring of a new portfolio;
- Recommendations on the restructuring of a portfolio;
- Specific consultations depending on the client’s interests;
Preparation of individual investment strategies and / or optimization of existing investment projects for every investor.Credit consultations
The consulting experience of our experts can be helpful in:
-The choice of a commercial bank for credit application;
– Development of credit justification in accordance with the specific requirements of the selected bank;
– Presentation and rationale of the credit justification to the bank experts;
A document which is submitted to various financial institutions (banks, venture capital funds) and other potential investors for providing funding for an investment project in the form of lending, establishment of joint enterprises, etc. Consultancy may cover both the development and the presenting of the document to an appropriate potential investors.