MAKE AN APPOINTMENT

Request a personalized advice free meeting

Would you like to know how Swiss ProfilInvest can help you establish your investor profile?

My investor profile in 3 steps

STEP 1

We confirm receipt of your message and contact you to set up a meeting.

STEP 2

During our first meeting, we share with you the principles of our business model and we collect from you some basic informations in order to establish an investor profile at the first level, by evaluating your interests, your needs and values, your personal objectives, your current financial situation, the structure of any existing investments as well as your time horizon.

STEP 3

Once your investor profile is ready, we estimate two determining factors: your personal risk capacity and your risk tolerance. We set an appointment to share with you the results of our expertise and our recommendations to define the best investment strategy adapted to your personal profile.

Hotline Swiss ProfilInvest

+41 079 688 21 45 / Mo to Fr 8AM - 7PM, Sa 9AM - 5PM

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We will answer to your message within the following 24h.

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We approach each problem with three essential elements: strategic thinking, creative solutions, proven results.
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