A Range Of services
We offer you a multitude of services ranging from consulting to co-investment. our approach is to guide you towards the most optimal solutions for your investment and your assets.
FINANCE
- AKDA INVESTMENT is a global financial platform, and whose economy is relatively strong and is well positioned as a financial hub in the world's fastest growing region. yet the sector faces unprecedented challenges, many of which stem from the global financial crisis. Our goal is to first know your situation in order to personalize our offer. You have a personal advisor who helps you define the suitable products.
INVESTMENT
- Investors, freelancers and entrepreneurs: Our goal is to preserve capital through growth. We have a proactive investment approach and believe in aligning interests, pros and cons are shared equally with our partners. AKDA INVESTMENT holds a number of passive investments in various funds and asset classes. Furthermore, AKDA INVESTMENT invests actively and directly in companies in the luxury sector at a very good level of growth.
INVESTMENT ADVISORY
- Strategy analysis.
- Manager analysis.
- Comparison of managers with their competitors.
- Fee analysis.
- Risk exposure.
- Proprietary tool available to our clients.
- Analysis of the organization.
ESTATE PLANNING
- We help you plan to meet your personal and family needs by reviewing your existing documents and agreements. We help you understand the roles of your trustees and executors and beneficiaries. We make sure your plan aligns with your personal wishes in life as well as your wishes for your legacy. We help you create an efficient transfer of wealth by identifying the impact of current asset ownership, and ensuring your assets are titled as detailed in legal documents. We advise you on charitable and gifting strategies, helping you meet your legacy wishes.
WEALTH PLANNING
- The wealth you have created and preserved over the years is an incredibly valuable asset. Our specialists are here to develop a solution designed to ensure protection of assets and the smooth transition of assets to the next generation, according to your personal wishes
Achieve Your Goal
Commitment
Sustainability is a permanent task. This is why we are committed in all areas of activity over the long term for the continuous optimization of management. sustainable business. Also with this in mind, we advise our clients on the opportunities offered by the transition to a sustainable economy. And we offer investment solutions focused on companies that are actively tackling today's sustainability challenges. We are committed to our clients, shareholders as well as to the authorities and the public to act in an ethical, honest and responsible manner.
Sustainability is a permanent task. This is why we are committed in all areas of activity over the long term for the continuous optimization of management. sustainable business. Also with this in mind, we advise our clients on the opportunities offered by the transition to a sustainable economy. And we offer investment solutions focused on companies that are actively tackling today's sustainability challenges. We are committed to our clients, shareholders as well as to the authorities and the public to act in an ethical, honest and responsible manner.
