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SERVICES

INVESTMENT AND PENSION OPTIONS

 

Through our strategic alliance with ATLANTIKA INVESTMENTS, we offer a wide range of wealth management, investment and pension options from GENERALI INTERNATIONAL and provide tailor-made solutions according to your needs.

This exclusive product offers:

 

  • Knowing the goals, objectives and customer needs.

  • Make a complete assessment of the customer based on their assets, savings capacity and risk profile.

  • Present a custom solution using prestigious companies that offer excellent returns, special flexibilities, support and guarantees and proven standards for our clients.

  • Through our unique customer solutions, our client can structure: a high level retirement plan, an international college fund, an equity investment plan or an investment portfolio.

  • We guide our client through the entire account opening process.

  • Provide personalized assesstment permanently.

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