Business box Provide Custom Financial Advisory Services and Asset Monitoring Services
Who is it for?
Any individual or family group who wants to increase their Savings with the help of a team of professionals that will help them to understand their portfolios and financial markets.
1- Financial Planning
At Business box we provide custom Financial Advisory Services and asset monitoring services based on the investment profile, needs, objectives and specific time frames defined by the customer. We develop a short, medium and long-term strategy with a global perspective and a high level of diversification. To this end, it is crucial to know the customer’s individual goals: What are our life projects? Do we want our wealth to remain united over multiple generations? What risk levels are we willing to assume? How much do we have to save for: retirement, children’s education, purchase of a second residence?
2- Investment portfolios
Business box accompanies the customer throughout the entire investment process. We coordinate the process with banks to facilitate implementation and monitoring of investments, always prioritizing the offering of recommendations that best adapt to the investor’s profile.
3- Portfolio audits
There are two main points in what we call portfolio audits: on the one hand, risk control and, on the other, cost control. Risk control is a crucial factor in our investment process and is applied in a rigorous and methodical manner, periodically and ad choc, in accordance with market circumstances. Also, at Business box we are committed to diversification as an effective tool for said control.
At the same time, we negotiate commission fees with banks, verify costs and the agreed-upon terms and conditions to minimize the costs of each investment.
4- Reporting
Business box has a tool that offers a global vision of the customer’s portfolio. Additionally, it allows us to group together all the banks and monitor portfolio positions, obtaining updated information to perform in-depth portfolio analysis and aid the investment decision-making process
We define the investment strategy for each group.
Definition of the investment policy according to the customer’s profile
We study the customer’s current portfolio
We make a customized investment proposal
Selection of banks
We recommend financial entities: national and international
We adapt to the bank preferences of each customer
We remain in constant contact with the their bank’s manager
We analyses the products offered by their bank
Selection of products
List of investment funds recommended by Business box: core and tactical.
Advice on direct investments: ETFs, bonds, shares, etc.
Advice on alternative Hedge Funds and Private Equity investments
Investment recommendations
Dynamic distribution of the assessed assets
Tactical investment ideas
Vision of the global macroeconomic situation
Implementation and monitoring of investments
Global Reporting
Personal assistant in bank administration issues
Monthly meeting with the customer
Advice on implementation of recommendations
Audit of customer bank accounts
Global report on customer investment portfolios
Control and supervision of each transaction performed
Risk control
Diversification parameters: banks, assets (fixed income and equity securities) and products
Daily monitoring of investments
Re balancing of asset distribution
Cost control
Negotiation of commission fees with banks
Supervision of the application of the agreed-upon commission fees per transaction
Search for more efficient products
Other services
Events with industry experts
Customer training
More information:-https://businessbox.com.qa/service/financial-advisory-services