Portfolio Auditing
We independently evaluate the risks in your portfolio
We want to help and understand whether your investments are aligned with your financial goals, considering adjacent risks. How?
Exhaustive financial analysis
- We carry out a complete and impartial analysis of the instruments present in your investment portfolio, with special emphasis on identifying the associated risks;
- We identify and analyze potential market, liquidity, interest rate, exchange rate, credit or capital structure risks
- After the analysis, we make specialized recommendations that promote better returns on your investments and a more robust portfolio
Independent and unbiased analysis
- Using specialized and unbiased audit methodologies, we carry out an objective assessment, free from conflicts of interest, of your investment portfolio.
- A professional opinion that inspires confidence: ensure that your investments are aligned with your goals for the future and that you are making the most of the financial markets
Aligned with your goals
Better return on investments
- Based on our actionable recommendations, our ultimate goal is to optimize your investment portfolio and maximize long-term profitability to achieve your personal and financial goals
Private investors
Investment portfolios
Financial Planning
Portfolio Auditing
PPR SGF Doutor Finanças
FAQs
It’s an independent analysis and detailed assessment of the investment portfolios of private investors. Our team performs a comprehensive review of assets, risks, performance and investment strategies to provide a clear and unbiased view of the current state of the portfolio.
Carrying out a portfolio audit with Dolat Capital offers several benefits to private investors. Through in-depth portfolio analysis, it is possible to identify areas for improvement, optimize asset allocation, assess diversification and manage risks more effectively. Furthermore, portfolio auditing allow you to obtain an independent and impartial view of the performance and effectiveness of investment strategies, providing a solid basis for making informed decisions.
Depending on the results of the auditing, our smart portfolio service, both the Smart Plan and the Smart Wealth Plan, may make sense for the client and their investor profile.