Atman Financial Consultancy Claimed

We are an international financial consultancy that takes tremendous pride in being able to provide the best tailor-made solutions to Investment and Corporate Banking needs.

From Estate Planning to Life Insurance, Retirement options or Private Banking, we are here to help. At Atman Financial Consultancy each client works with their own financial advisor. Together they will design, implement and manage a tailored financial strategy that is in line with your short, medium and long-term objectives.

We help our clients, reach and often exceed their financial goals. Working closely with them, we devise, implement and manage bespoke financial strategies and solutions that help them create, grow and maximize their wealth.

Atman clients enjoy associated benefits such as our comprehensive range of products – many of which are exclusive to our clients – our market-leading technologies, our well-established relationships with the world’s leading financial institutions, the fact that we are appropriately authorized and regulated in all the jurisdictions in which we operate, and that our advisers offer unbiased, unrestricted, independent advice, meaning they receive whole-of-the market options.

Services:

Investment Banking

First, define short or long-term needs and goals. Then, we offer you a variety of investment options to choose from.

Corporate Banking

On this other side of our services, we assist businesses with their financial planning to meet their corporate objectives, doing what we do best so they can keep doing what they do best.

Additional Services:

• Long-term saving plans
• Retirement and/or Education plan
• Short term investment
• Trust management
• Portfolio management
• Wealth management