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Start Investimentos

Financial Services

Specialities :
Investimentos
Renda variável
Renda fixa
Seguros e previdência
Planejamento financeiro

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Start Investimentos

What does Start investimentos do?+

A Start Investimentos e uma empresa de Assessores de Investimentos autorizada pela CVM e ANCORD, contratada pela XP Investimentos CCTVM S/A, constituida conforme a IN CVM 497, que atua na distribuicao e intermediacao de ativos e valores mobiliarios. Atuamos prestando atendimento personalizado para clientes Alta Renda, Private e Empresas. Etapas do atendimento: 1 - Planejamento Financeiro identificar as necessidades de liquidez e planejar a capacidade de poupanca e investimento. 2 - Planejamento de Portfolio analise do perfil do investidor (API) para sugestao de um portfolio adequado ao nivel de risco e liquidez. Acompanhamento para rebalanceamento (periodicidade sera avaliada caso a...

What are Start investimentos's specialties? +

Investimentos,renda variável,renda fixa,seguros e previdência,planejamento financeiro,bolsa de valores,fundos imobiliários,alocação de recursos,and fundos de investimento

What is Start investimentos's industry? +

Start investimentos operates in the Financial services industry.

What is Start investimentos's revenue? +

Start investimentos's revenue is 11m - 100m

What is Start investimentos's company size? +

Start investimentos has 11 - 50 employees.

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