BULINVEST CONSULTANCY SERVICES

VALUES

Commitment

We work to ensure your satisfaction, by continually building on providing a service you trust so we can be by your side for the long term.

Be attentive

Our sole focus is to fulfil your expectations. The strategy and approach that we implement is with your objectives at its heart.
Together, we set up and follow a tailor-made path in pursuit of your long-term goals.

Proximity

We are fully committed to maintaining a unique, special relationship with our clients, and always ready to listen to any potential concerns or queries.

Trust

Trust is a key part of the process and it is therefore essential to build a strong relationship.

Independence

We recommend you freely by selecting and coordinating the appropriate providers to meet your expectations.

HISTORY

With our independent structure, BULINVEST. CONSULTANCY. SERVICES advises and directs the choices of its clients with a guided approach according to the objectives set and the means made available to us.

Since our creation, our main focus is to preserve and grow the wealth of our customers, according to their bespoke needs.

Our work is made to ensure that all the different service providers responsible for specific fields of activity, work together in order to preserve, develop and sustain your private assets.

As an independent advisor, we work for a limited number of clients and families. This is our choice in order to always provide high quality advice so we are as responsive and flexible as possible, making us central to the success of your assets.

INVESTMENT PLATFORM

We offer full and easy solutions to set up your own fund and/or discretionary management

GLOBAL WEALTH MANAGEMENT

We offer you a dynamic asset allocation process based on a specific risk profile created for each of our clients, linked to their personal objectives and expectations.

The decisions made are always done in line with this process, and defined by the client. We are systematically consistent with this mode of operation, particularly across classic asset classes (clauses ?), life insurance and capitalisation contracts.

Our investment choices related to these holding methods make it possible to capitalize assets, through flexible payment methods, while benefiting from a flexible transmission framework, and with asset management configured according to your wishes.

We select the most innovative and efficient contracts, while giving priority to securing your assets, in an ever-changing legal and tax context.

GIVING MEANING

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Expertise

Focused on the promotion, management, and wealth transmission.

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An exclusive approach

By offering an exclusive service that goes above and beyond, BULINVEST. CONSULTANCY. SERVICES is the custodian of your family governance, through using and adapting economic and legal (legislation/regulations).

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Shared values

To ensure trust is at the heart of our relationship with you, we believe in the values of competency and independence so we can give you impartial and fair advice.

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Invest differently

A different expression and possibility of a strategy to invest in could be Vineyards , Vintage Cars or Art, as these reflect an emotional, personal feeling of love or interest. We can advise you through our network of qualified and specialised experts.

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Professional issues

We will also take care of your equity by optimising financing transactions, M&A, mergers and transfers.

CONTACT

Locations

We are at your disposal to fulfil the tasks you set us. BULINVEST. CONSULTANCY. SERVICES is a fully integrated financial service operating throughout the region.

Contact information

Address :
25 VITOSHA BOULEVARD
1000 SOFIA, BULGARIA

Email :
legal@bulinvest.eu