Our application from MHB Assessoria Financeira e Gestão Empresarial has a detailed customer record. Our clients go through a suitability for investor profile analysis, among the information collected are their financial goals and priorities, an analysis of how they seek information about finances, property information is collected, if they are interested in buying or exchange of the same. In addition to detailed data collection for retirement planning, questions about risk profile, family, health, insurance and about buying or exchanging vehicles. Also important for planning are the data on family budget and income, containing income and costs.
All these data collected in suitability are for our consultants and analysts to assemble the ideal plan for you, bringing financial solutions that best suit each profile. Planning is personalized and individual for each objective.
In addition to relying on the data collection process, our exclusive platform for those who are already our customers will offer the management and performance of their assets within the tool itself.
All these data collected in suitability are for our consultants and analysts to assemble the ideal plan for you, bringing financial solutions that best suit each profile. Planning is personalized and individual for each objective.
In addition to relying on the data collection process, our exclusive platform for those who are already our customers will offer the management and performance of their assets within the tool itself.
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