+380 (97) 533-87-78
Free consultations
Prices are current as of 10/16/2024
* Find out more about services for investors: Premium - 5Y (Long-term) Individual Strategy
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At IQ Smart Capital, we fully recognise that each client is unique, and their financial goals and needs require an individual approach. Therefore, the cost of our investment services is calculated taking into account all the specifics of your situation and the assets that need to be analysed. We value your trust and are prepared to make every effort to ensure maximum satisfaction of your needs.
Furthermore, to make our service even more convenient and accessible for you, we offer a complimentary initial online consultation via the Zoom application. Simply fill out the feedback form on our website and choose a convenient time for the meeting. We are ready to listen to your questions, discuss your needs, and help you make the most reasoned and beneficial investment decisions!
- a ready-made, well-diversified Model Portfolio: of 25 positions/investments
- link to the description of Model portfolios: Download PDF
- cost of the access service for 1 year: 1,000 USD
- cost of the access service for 1 year: 3,000 USD
- consultation at a personal meeting in Kyiv: from 150 USD/hour
- online consultation via Zoom: from 150 USD/hour
- up to 10 assets in a portfolio (US market and Europe): from 9,000 USD
- up to 20 assets in a portfolio (US market and Europe): from 15,000 USD
- up to 30 assets in the portfolio (US market and Europe): from 21,000 USD
- up to 10 assets in the portfolio (US market and Europe): from 2,500 USD
- up to 20 assets in the portfolio (US market and Europe): from 4,500 USD
- up to 30 assets in the portfolio (US market and Europe): from 6,000 USD
- Balance Sheet, P&L Statement, Cash-Flow: from 600 USD
- Balance Sheet, P&L Statement, Cash-Flow: (+calculation of metrics): from 900 USD
- up to 10 assets in a portfolio (US market and Europe): from 6,000 USD/year
- up to 20 assets in the portfolio (US market and Europe): from 9,000 USD/year
- up to 30 assets in the portfolio (US market and Europe): from 12,000 USD/year
- portfolio size 1-5 Mil USD: from 15% of Performance (Quarterly)
- portfolio size 5-10 Mil USD: from 12% of Performance (Quarterly)
- portfolio size >10 Mil USD: from 9% of Performance (Quarterly)
- Sell-side Analysis and Valuation: from 4,500 USD (+success fee: 0,50%)
- Buy-side Analysis and Valuation: (requires discussion)
If you have any questions regarding our services, please contact us by filling out this contact form. Thank you for your request!
info@iqsc.fund
* required fields
Large portfolio investors seek high-quality investment services capable of effectively managing their significant assets. In the market for financial services, there are a number of companies specializing in serving such clients. These services include strategic planning, portfolio management, and tax planning consultations. Companies targeting large investors typically offer individualized solutions, taking into account the financial goals and risk profile of each client. They may also provide access to a wide range of investment opportunities, including stocks, bonds, real estate, and alternative investments. These companies possess a high level of expertise in investment management and typically have access to advanced tools and analytics, allowing them to make informed decisions regarding portfolio strategies. Key factors attracting large investors to such services include the ability to diversify investment portfolios, minimize risks, and achieve maximum returns.
Modern investors with substantial financial resources are looking for investment services that align with their lifestyle and financial goals. In today's world, investments are no longer the exclusive domain of financial professionals, and now more affluent individuals are interested in opportunities to grow their assets. Modern investment services for affluent individuals include not only traditional stocks and bonds, but also alternative investments such as real estate, venture capital, and cryptocurrencies. Investments in sustainable development and social impact are also popular. Key advantages of modern investment services include accessibility and convenience, the ability to invest in a variety of assets and portfolio strategies, and a personalized approach to each client.
IQ Smart Capital offers a wide range of investment services for clients of varying wealth levels and investment experience. Our company specializes in providing high-quality financial services, including portfolio management, investment consultations, and analytical support. We strive to provide our clients with innovative investment solutions and help them achieve their financial goals. Our team of experts has deep market knowledge and experience working with various types of assets, allowing us to develop personalized portfolio strategies for each client. Key advantages of investment services from IQ Smart Capital include a personalized approach, a high level of professionalism, and transparency in client relationships. We aim to become your reliable partner in achieving financial success.
Investor Profile (Eng, Ukr)
Download PDF
Model Portfolios (Eng, Ukr)
Risk Tolerance (Eng, Ukr)
Strategic Asset Allocation (Eng)
Investment Planning (Eng)
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