Investment management "that fits your situation"
is more important than anything else
The Doomoolmori Investment Advisory team provides services that are differentiated from traditional private banking โ personalized 1:1 investment consulting tailored to you.
What kind of service is it?
Differentiated private consulting beyond traditional PB
1:1 Paid Consulting Meeting
In-depth investment advice and consulting are provided through one-to-one paid sessions, either in person, via video meeting, or by phone.
Our team carefully analyzes your situation to provide
individually optimized asset design, customized investment portfolios, and comprehensive guides.
Who is this service for?
Especially helpful if you fit any of the following descriptions
Service Details & Cost Information
Four areas of consulting tailored to "your situation" and "current market conditions"
Asset Management Roadmap
Analysis of individual investor's asset management status and establishment of short-term and long-term investment goals reflecting characteristics and situations of each investor until retirement.
General Investment Area
Allocation and guidance on aggressive investment (stocks), balanced investment (strategic asset allocation), and safe investment (bonds), including specific products.
Pension Investment Area
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 to support comprehensive asset management.
Consultation & Application Procedure
Start consulting in 4 simple steps
Apply for the Service
Apply for the PB service via our KakaoTalk channel or email.
Reply to Email Questions
After applying, freely and thoroughly respond to a few questions in the email you receive.
Consulting Preparation
Our team carefully reads and analyzes your responses to prepare the consulting session.
1:1 Consultation
Once the schedule is confirmed, we provide consultation in your preferred format โ in-person, video call, or phone.
Have more questions?
Feel free to reach out
The Doomoolmori Investment Advisory team will provide your private consulting service