Financial Asset Management
This service is provided exclusively by Pleni Gestão de Recursos LTDA., through the best available financial solutions, appropriate to the profile of each client.
Análise de Tendências do Mercado
Mapping
Diagnosis
Recommendation
Execution
Financial Asset Management
Identification of the best investment opportunities in Brazil and abroad, to define the portfolio that fits the client demands, as the reports drawn up by the analyst of securities*
Resource allocation amongst banks and independent institutions, always searching for the most interesting choices of vehicles**, through the different classes of asset***, according to the financial market dynamics.
Constant monitoring and follow-up of the market's performance and its investments, through managerial reports and regular meetings, in order to establish a precise and timely decision making process.
** Different kind of investments vehicles: individual, corporate or institutional products.
*** Classes of Asset Examples: referred products (CDI), fixed income (pre-fixed or inflation), multi-market, private equity, stocks, pension funds, etc.