A firm specializing in comprehensive financial guidance and planning
Advanced, customized financial solutions
A firm specializing in personal financial guidance and comprehensive planning, with expertise in investment management and building long-term wealth strategies. We offer a wide range of advanced financial services to individuals, families and wealthy individuals, while ensuring personal attention, uncompromising professionalism and complete transparency throughout the process. We believe that each client is a world in itself, and therefore we ensure that each solution is customized to their unique needs, goals and objectives.
The expertise that drives your financial success
Everest’s team of experts includes leading professionals in the fields of investment, finance and risk management – all with rich experience and deep familiarity with the local and global capital markets. The combination of technical expertise with business and personal understanding allows us to build precise, data-driven and insightful strategies that are tailored to the changing reality and long-term goals.
Smart financial planning. Precise investments. Strategy for the future.
A holistic and strategic approach to financial management
At Everest Financial Planning, we believe in a holistic approach to financial planning — one that sees the big picture of the client’s life. Our approach combines smart investment management with comprehensive consideration of capital structure, taxation, financial protections, and precise future planning. This is how we build a financial strategy that is personalized and stable over time.
Advanced technology. Precise management
We utilize advanced portfolio management systems and best-in-class analytics tools, which enable us to manage portfolios in a thoughtful, efficient and accurate manner. Technology serves expertise – and thanks to it, we provide our clients with deep insights, greater control and optimal performance.
The world of alternative investments
Alongside the classic tracks, we open the door to our clients' worlds of alternative investments - including real estate funds, private equity and other avenues. These investments allow for smart risk diversification, significant diversification of the investment portfolio, and the potential for substantial growth in the long term.