Investment Plans
Less commisions, better returns
With the constant evolution of financial markets, investing has become simultaneously complex and extremely easy to access, being simple, but not easy. Our goal at Dolat Capital? Using our knowledge and experience to simplify markets and financial investments, so that our clients can enjoy their benefits through our investment portfolios.
Zero conflicts of interest
We do not receive or accept any type of commissions or benefits paid or granted by third parties.
100% Transparency
We only advise financial instruments issued and marketed by third parties.
Financial Literacy
So that the entire process with us can be a partnership and so that our clients can make better decisions regarding their future.
Investment advisory: implementation and monitoring
With Dolat Capital, investing your money well has never been so simple
“At Dolat Capital, we build portfolios that are simple, highly diversified, and low-cost. We strongly believe in these three principles. Our commitment to improving financial literacy in Portugal supports this mission. We believe that investing in index funds (ETFs) is the best way to grow your money. Our approach? An index fund portfolio with a long-term strategy that follows a ‘buy, hold, and adjust’ model. This systematic rebalancing helps us stay focused on our plan and keep transaction costs low.”
Carim Habib, CEO Dolat Capital
Smart Plan
Annual (includes IVA)
- Long-Term
- Investment >= € 100 000
- Top ups >= € 1 000
- 5 Risk profiles and extreme diversification, with ETFs
- Securities account with Interactive Brokers Ireland
- 3 asset classes
Smart Wealth Plan
Annual (includes IVA)
- Long-Term
- Investment >= € 1 000 000
- Management and modeling of assets and liabilities
- Auditing to other portfolios with no additional cost
- Securities account with Interactive Brokers Ireland
- Access to a larger number of asset classes
Smart Cash Plan
Annual (includes IVA)
- Short-Term
- Investment >= € 100 000
- Top ups >= € 1 000
- 4 personalized risk profiles (1,3, 6 or 12 months)
- Securities account with Interactive Brokers Ireland
Private investors
Investment portfolios
Financial Planning
Portfolio Auditing
PPR SGF Doutor Finanças
FAQs
You can start the service contracting process by email or telephone. Alternatively, you can fill out our contact form to be contacted.
In Plan S, Dolat Capital recommends an investment plan suited to the client’s investment profile and proceeds to open an account with an excellent online broker (Interactive Brokers Ireland), allowing the entire investment process, including the implementation of the plan, as well as the monitoring of financial instruments to be carried out through our website or application.
With the SW Plan, we offer a comprehensive and effective solution for personalized financial planning. With a focus on robustness and efficiency, we offer a widely diversified and low-cost investment portfolio, based on indexed management, consisting of the following steps:
– Full-scope asset structuring and optimization
– Definition of Investment Policy (IP)
– Implementation, monitoring and follow-up
This plan is a complete solution for the personalized financial planning.
Oferece uma carteira de investimento It offers a diversified and low-cost investment portfolio based on indexed management.
For Plan S and SC, the minimum investment is €100,000. For the SW Plan, the minimum investment is €1 000 000.
You may terminate the investment consultancy contract by requesting its termination by sending an email to info@dolatcap.com. There is no commission associated with this act.
In Plan S, you can top up your portfolio whenever you want, with a minimum amount of €1 000. To top up your portfolio, you need to log into your Dolat Capital client area and fill out the form referring to “top ups” You will later receive an email with the IBAN to where you should complete the transfer. Alternatively, you can contact us by email.
Please contact us through e-mail (info@dolatcap.com) or by phone (210 143 042).
To disinvest, you need to enter your Dolat Capital client area, fill out the “disinvestment” form and wait for a response from Dolat Capital. In this process, there are only transaction costs associated with the sale of ETFs. The minimum amount for each partial divestment is €2 500.
Dolat Capital does not charge any commission for disinvestments, and the broker, Interactive Brokers, allows 1 free SEPA transfer per month, after which it charges a €1 commission for subsequent SEPA transfers.
