Investment Advisory

A.J.K. Wealth Management Limited (AJK Wealth) is part of the A.J.K. Group of Companies with a Leading Direction for Financial Services and is an authorized Investment Firm, regulated by the Cyprus Securities and Exchange Commission (License Number 139/11). On April 19^th 2011, AJK Wealth was licensed by the Cyprus Securities and Exchange Commission for the provision of Financial Advisory Services and on April 9^th 2012 the Company was also approved for the provision of Consolidated Monitoring Services.

Our culture ensures confidentiality, high quality and excellence for the services provided. In particular, we offer services based on the professionalism, creativeness and integrity of our personnel.

For clients engaging in Financial Advisory Services, AJK Wealth conducts analysis of their investment objectives and risk profile in order to provide suitable recommendations. More specifically, in developing financial advice we take into serious consideration our clients’ individual circumstances, short-term and long-term goals, existing investments and attitude to risk. Moreover, AJK Wealth also engages in the provision of Fixed Income recommendations based on predefined parameters and Asset Consolidation by using customized software solutions.

The Financial Advisory Services include the following:

• Risk Profile assessment

• Assistance in developing customized investment plan based on predefined investment objectives 

• Assistance in selecting managers and products that best suit your preferences

• Preparation of “Consolidated Summary of Assets” on a monthly basis using customized software solutions

• Ongoing monitoring of the advisory portfolios for better assessment of clients’ risk profile and investment objectives

• Advisement on suitable products with emphasis on Fixed Income Securities