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Our Services

At Zylora, we understand that investing can be complex and intimidating. Our goal is to make the process straightforward and accessible for everyone, whether you are a seasoned investor or just starting out. We offer a variety of investment services tailored to meet your individual needs and secure your financial future. Explore our range of services below to see how we can assist you in achieving your financial goals.

Investment Advisory Services

Our team of seasoned investment advisors is dedicated to helping you navigate the ever-changing investment landscape. We provide personalized investment strategies that align with your financial objectives and risk tolerance.

  • Initial Consultation: Our initial consultation is complimentary, giving you a chance to discuss your investment goals and ask questions about our services.
  • Comprehensive Investment Plan: We create a detailed investment plan that includes asset allocation recommendations, expected returns, and risk assessment. Price: 2,000 NOK
  • Ongoing Portfolio Review: Stay informed about your investments with our quarterly reviews. We’ll analyze your portfolio’s performance and make necessary adjustments. Price: 1,500 NOK per quarter
  • Personalized Asset Allocation: Tailored recommendations to diversify your investments according to your goals and market conditions. Price: 1,200 NOK

Investment Management

Managing investments can be time-consuming and requires expertise. Our investment management services aim to maximize your returns while minimizing risks.

  • Full-Service Portfolio Management: Let our experts manage your entire investment portfolio for you, providing you with regular performance updates. Price: 1% of assets under management annually
  • Discretionary Investment Management: For clients who prefer a hands-off approach, we offer discretionary management services where we make day-to-day investment decisions on your behalf. Price: 1.5% of assets under management annually
  • Execution of Trades: We provide trade execution services for stocks, bonds, and mutual funds. Price: 100 NOK per trade

Retirement Planning

Planning for retirement is crucial to ensuring your financial security in your later years. Our retirement planning services assist you in mapping out an effective retirement strategy.

  • Retirement Needs Analysis: We evaluate your retirement goals and needs, helping you understand how much you will require to retire comfortably. Price: 1,500 NOK
  • Tax-Advantaged Retirement Accounts: We’ll help you choose the best retirement accounts available, focusing on tax efficiency and growth potential. Price: 1,000 NOK
  • Investment Strategies for Retirement: Recommendations focused on growth and income to secure a stable retirement. Price: 2,500 NOK

Risk Management Services

Investing always entails risks, but with our risk management services, we can help you identify, assess, and mitigate these risks effectively.

  • Risk Assessment and Analysis: A thorough evaluation of your investment portfolio to identify potential risks and vulnerabilities. Price: 1,500 NOK
  • Insurance and Hedging Strategies: Strategies to protect your investments from market downturns, including options and insurance products. Price: Dependent on the strategy
  • Continuous Monitoring: Ongoing tracking of market conditions and adjustments to your strategy as necessary. Price: 1,200 NOK per month

Wealth Management

Our comprehensive wealth management services are designed for high-net-worth individuals looking to grow and preserve their wealth while navigating complex financial matters.

  • Personalized Wealth Strategy Development: We create custom strategies that align with your long-term financial goals. Price: 5,000 NOK
  • Tax Planning: Our experts help minimize your tax burden while maximizing wealth accumulation. Price: 3,000 NOK
  • Estate Planning: Assistance in creating an estate plan that addresses your wishes and ensures wealth transfer to your heirs. Price: 4,000 NOK

Real Estate Investment Services

Investing in real estate can provide significant returns if approached correctly. Our real estate investment services offer guidance and management for optimal results.

  • Market Analysis and Research: In-depth analysis of potential real estate investments to identify the best opportunities. Price: 2,000 NOK
  • Property Management: Comprehensive management services for rental properties, including tenant management and maintenance. Price: 10% of rental income
  • Real Estate Investment Funds: Opportunities to invest in pooled real estate assets with professional management. Price: 2% management fee on investment

Educational Workshops and Seminars

At Zylora, we believe empowering our clients through knowledge is key to successful investing. We offer educational workshops and seminars that cover various investment topics.

  • Investment Basics Workshop: Learn the fundamentals of investing in a friendly environment. Price: 500 NOK
  • Advanced Investment Strategies Seminar: Delve into complex investment strategies and techniques for savvy investors. Price: 1,000 NOK
  • Webinars on Market Trends: Stay ahead with our ongoing webinars discussing the latest market trends and investment opportunities. Price: Free

Corporate Services

We cater to businesses looking to optimize their investments and manage corporate assets efficiently.

  • Corporate Investment Strategies: Tailored investment solutions designed for corporations to grow and manage assets responsibly. Price: 4,000 NOK
  • Employee Retirement Plans: Establishing and managing retirement plans for your employees, ensuring compliance and effectiveness. Price: 2,500 NOK
  • Business Valuation Services: Comprehensive appraisals of business worth for mergers, acquisitions, or sales. Price: 10,000 NOK

Contact Us

If you are interested in any of our services or need more information, we invite you to reach out to our team. At Zylora, we are committed to providing you with the knowledge and support you need to make informed investment decisions. Let us be your partner in building a prosperous financial future.

Lars Johansen