Our Services

Welcome to Advistra, your trusted partner in unlocking the world of investing for beginners in Germany. We understand that investing can be a daunting journey, especially for those just starting out. Our mission is to provide comprehensive services tailored to your needs, guiding you every step of the way on your investment journey. Below, you’ll find a detailed overview of our services designed for novice investors.

1. Investment Consultation

Our investment consultation service is designed to provide personalized guidance to beginners. During this session, our experienced advisors will discuss your financial goals, risk tolerance, and investment interests.

• Service Details: One-on-one consultation, portfolio goals assessment, risk tolerance analysis.
• Duration: 60 minutes per session.
• Price: €150 per session.

2. Financial Planning

At Advistra, we recognize that a solid financial plan is the foundation of successful investing. Our financial planning service encompasses a holistic view of your financial situation, including income, expenses, savings, and investment strategies.

• Service Details: Comprehensive financial analysis, budgeting assistance, savings strategy development.
• Duration: 2-3 sessions, each lasting 90 minutes.
• Price: €400 for the complete planning package.

3. Investment Education Workshops

Join our engaging investment workshops aimed at equipping beginners with the essential skills and knowledge needed to navigate the investment landscape confidently.

• Service Details: Interactive sessions covering topics like stock market fundamentals, mutual funds, ETFs, and sustainable investing.
• Duration: 2 hours per workshop.
• Price: €70 per participant.

4. Portfolio Management

For those who prefer a hands-off approach, our portfolio management service allows beginners to invest while we handle the details. Our team will build and manage a diversified portfolio tailored to your investment goals.

• Service Details: Portfolio design, regular performance reviews, rebalancing, and ongoing strategy adjustments.
• Minimum Investment: €5,000.
• Price: 1% annual management fee based on the total portfolio value.

5. Stock Market Simulation Tool

Our Stock Market Simulation Tool is an invaluable resource for beginners. This online platform allows you to practice trading in a risk-free environment using virtual money. This service helps you gain confidence before making actual investments.

• Service Details: Access to the simulation tool, educational resources, and performance tracking.
• Price: Free for the first three months, then €15 per month.

6. Personalized Investment Strategies

Every investor has unique preferences and financial objectives. Our advisors work closely with you to develop customized investment strategies that align with your individual goals and market conditions.

• Service Details: Tailored investment recommendations and strategy formulation.
• Price: €250 for a personalized strategy session.

7. Market Research Reports

Stay informed with our market research reports. Designed for beginners, these reports provide insights into market trends, potential investment opportunities, and sector analyses to help you make informed decisions.

• Service Details: Monthly market analysis, sector insights, investment opportunities.
• Price: €30 per report.

8. Ongoing Support and Education

We believe that continuous education and support are crucial to your investing success. Our ongoing support services ensure you stay informed and empowered throughout your investment journey.

• Service Details: Monthly webinars, access to online educational resources, Q&A sessions with advisors.
• Price: €20 per month for membership.

9. Retirement and Long-Term Planning

Planning for retirement is vital, and our service assists beginners in creating a long-term investment strategy that aligns with future goals. We help you understand various retirement plans and how to invest for a secure future.

• Service Details: Retirement planning sessions, investment allocation strategies, projections for retirement funds.
• Price: €300 for a comprehensive retirement planning session.

10. Responsible and Sustainable Investing

For those interested in responsible investing, we offer services that focus on sustainable investment opportunities. We guide you on how to build a portfolio that reflects your values while also pursuing financial growth.

• Service Details: Assessment of sustainable investment options, portfolio development focused on ESG factors.
• Price: €250 for sustainable strategy development.

Additional Resources

We also provide a variety of additional resources to support our clients in their investing journey:

• Investment Guides: A collection of downloadable e-books and guides on various investment topics, free of charge.
• Newsletter: Subscribe to our monthly newsletter for the latest market updates, tips, and educational content.
• Community Forum: Join our online community to engage in discussions, share experiences, and learn from others.

Why Choose Advistra?

Choosing Advistra as your investing partner means you are supported by a team of dedicated professionals committed to your investment education and success. Here are some reasons to consider our services:

• Expertise: Our advisors have extensive experience in the financial services industry, ensuring high-quality guidance.
• Personalized Approach: We tailor our services to meet your unique needs and financial goals.
• Ongoing Support: Our commitment to your investment journey extends well beyond your initial consultation.
• Educational Focus: We empower you with knowledge and resources to make informed decisions.
• Transparency: We believe in clear communication regarding our services, fees, and your investment options.

Get Started Today!

Are you ready to take your first steps into the world of investing? Contact us today to book your initial consultation or learn more about our services. At Advistra, we’re excited to help you on your path towards financial empowerment and growth.