Персонализирани съвети за вашите финанси

Investment advices

Individual recommendations for
your investment strategy

We offer you the investment advice service - a personalized service that consists in providing personal recommendations to you as an investor or potential investor.

The service is suitable for both individual and business clients who do not have the necessary experience, capabilities or time to analyze and follow in depth the trends and dynamics of the capital and debt markets.

Each recommendation is based on an assessment of multiple circumstances for the client as an investor and is expressed in a recommendation for:

Buying, selling, subscription, exchange, redemption, holding or underwriting of the issue of a specific financial instrument
Exercise or non-exercise of any right conferred by a specific financial instrument

The DSK Bank team can also provide you with general information, researches, analyses and recommendations related to financial instruments.

1. Determination of your risk profile according to:

Investment objectives, horizon and expected yield

Sustainability preferences

Financial situation and acceptable level of risk

Other specific customer requirements and restrictions

2. Preparation of personalized advice

An analysis is prepared based on a wide range of financial instruments and suppliers
It is compared with the specified profile and the needs of the client and a recommendation is prepared with selected financial instruments with high earning potential or high profitability

When using the service, you are not bound by an investment commitment, you can assess according to your specific needs.

3. Information on the suitability of any advice to you:

Justification for why the recommendation is right for you, including how it meets your objectives and individual circumstances in view of your preferences
Information on whether recommended financial instruments or services may change over time for your risk profile