ÜNLÜ Menkul Değerler, we take financial requirements of our investment advisory customers in a holistic approach, and provide tailored financial advisory through personal analyses. Our financial advisors who are experts in their fields can offer a customized investment plan considering the future investment objectives of our customers, risk tolerance, balance of income and expenses, and available capital.
“Suitability” and “propriety” are the core of these analyses.
Financial advisors run a propriety survey to identify investor profile. They provide financial asset distribution suggestions in line with the targets of our clients, and keep a close eye on markets for qualified brokerage services.
Financial advisory is a comprehensive line of personal services including short-term trading requirements and long-term financial planning. Investors can work with an independent financial advisor to achieve a fair product diversity for their investment targets.
As required by the new Capital Markets Law, investment advisory services will be provided by “investment” and “portfolio management” companies, which excludes commercial banks.As ÜNLÜ Menkul Değerler, we aim to provide our high net worth private clients with financial advisory services according to the latest wealth management standards.
Members of the ÜNLÜ Menkul Değerler Financial Advisory team are members of the Financial Planning Association of Turkey (www.fpd.org.tr) and are first “Certified Financial Planners” (CFP) accredited by the Financial Planning Standards Board (www.fpsb.org).