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NorzPatrimonia » Patrimonis individuals

Assessorem en matèria d’inversió realitzant recomanacions personalitzades sobre patrimonis individuals per a cada client segons el seu perfil de risc i interessos. Les recomanacions es fan sobre títols de renda variable i renda fixa, així com sobre fons d’inversió mobiliària de tot el món.

ELS NOSTRES PERFILS DE CARTERA SÓN ELS SEGÜENTS:

PATRIMONIS INDIVIDUALS

CARTERA 100% RENDA VARIABLE

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  • 100% Renda Variable

  • 0% Renda Fixe

Termini mín aconsellat: Des de 5 anys

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CARTERA ARRISCADA

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  • 75% Renda Variable

  • 25% Renda Fixe

Termini mín aconsellat: Des de 5 anys

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CARTERA DECIDIDA

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  • 50% Renda Variable

  • 50% Renda Fixe

Termini mín aconsellat: Des de 4 anys

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CARTERA MODERADA

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  • 35% Renda Variable

  • 65% Renda Fixe

Termini mín aconsellat: Des de 3 anys

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CARTERA CONSERVADORA

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  • 15% Renda Variable

  • 85% Renda Fixe

Termini mín aconsellat: Des de 2 anys

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CARTERA 100% RENDA FIXE

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  • 0% Renda Variable

  • 100% Renda Fixe

Termini mín aconsellat: Des de 1 any

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