We empower our clients to achieve their financial objectives

Dolat Capital, Empresa de Investimento, S.A. regulated by CMVM (Record nr 368)

Our clients’ interests are our priority. We provide our services with the utmost integrity and transparency, refusing to engage in conflicts of interest. We focus on developing specialized and efficient solutions for professional and private investors.

Why Dolat?

Specialized solutions

Count on our experienced and dedicated investment and financial analysis team. We work with institutional and private clients, offering “tailor-made” solutions to meet the complex and specific needs of each challenge. We are committed to delivering the best results, leveraging our specialized knowledge and focused approach.

Absolute focus on the customer

We share your interests and goals, recognizing that our success is intrinsically linked to yours. We operate with integrity, transparency and avoid conflicts of interest, remaining fully committed to your business. Placing the customer at the center of everything we do, we constantly seek their satisfaction, aiming to establish lasting relationships.

Cost and risk reduction

We are pioneers in Portugal in the indexed investment management methodology that has been proven to allow for a structural reduction in costs. Through a “buy, hold and adjust” portfolio model, we minimize underlying risks and provide an efficient operation for our clients.

What we do

We deliver specialized investment consultancy services, as well as financial analysis. We focus on satisfying your needs, offering personalized solutions for both institutional clients and private clients, through independent and strategic guidance.

Our services

Institutional investors and corporates

Outsourced CIO: Outsourced Chief Investment Officer

Outsourced CIO: Outsourced Chief Investment Officer

Your partner to navigate risks and achieve the financial goals of your institution
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Research on demand

Research on demand

Optimal investment decisions require specialized financial analysis
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SPO: Second Party Opinion

SPO: Second Party Opinion

Independent and substantiated opinion regarding the financial instruments from a portfolio
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Private investors

Investment portfolios

Investment portfolios

Less commisions, better profitability
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Financial Planning

Financial Planning

Start building your financial future today
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Portfolio Auditing

Portfolio Auditing

We evaluate, independently, the risks from your investment portfolio
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PPR SGF Doutor Finanças

PPR SGF Doutor Finanças

Retirement Savings Plan powered by Dolat Capital
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