Boolio PB(Private Banking) service
Who is this service for?
What kind of service is it?
Asset Management Roadmap
Analysis of individual investor's asset management status and establishment of short-term and long-term investment goals reflecting the characteristics and situations of each investor until retirement.
General investment area
Allocation and guidance on aggressive investment (stocks, etc.), balanced investment (strategic asset allocation, etc.), and safe investment (bonds, etc.) products.
Pension investment area
Providing tax optimization and action plans for personal cash flow and financial goal achievement according to the investor's situation.
Other investment areas
Consultation and advice related to other investment areas
Consultation and application procedure
1
After applying for the service, you can freely and thoroughly respond to only a few questions in the email you received.
2
The Doomoolmori Investment Advisory's Team carefully reads and analyzes to prepare consulting.
3
Once the schedule and reservation are confirmed, we will provide consultation in the format you prefer, whether in-person, via video call, or by phone.
Service details & cost information
We provide individually optimized asset design, customized investment portfolios, and comprehensive guides.
If you have any further questions, please feel free to contact us.