Portfolio management for individual investors

ELANA Fund Management offers a personalized asset management service – portfolio management for individual investors who would like to have tailor-made investment solutions.

The service is designed for investors who are willing to make a considerable investment and are looking for personalized approach towards their strategy and results.

Individual portfolios are managed by portfolio managers on the basis of carefully made assessment of the risk profile and agreement on the best horizon and strategy of investment that fit the specific targets of the customer.

What are the benefits of individual portfolios management:

• Specific personal approach – portfolio manager who is dedicated on the investor’s strategy and targets providing personal investment regular reporting

• Liquidity of investment;

• No taxes on gains from stocks and bank deposits

We inform our present and potential investors that the price of the financial instruments may decrease. Profit is not guaranteed and there is a risk that investors may not be able to recuperate the full amount of the funds invested. These investments are not guaranteed by any entity including the Guarantee Fund, created by the Government of Bulgaria.