How does the advisor help clients – Key Takeaways:
INFINI CAPITAL MANAGEMENT LIMITED is a financial firm that provides expert advice and services to help clients achieve their financial goals. With a team of experienced professionals, they offer a comprehensive range of financial services and solutions to meet the unique needs of each client. Here are some key takeaways on how they can help:
- Provide expert financial advice: The advisors at INFINI CAPITAL MANAGEMENT LIMITED are trained and knowledgeable about various financial products and strategies. They can help clients navigate through the complex world of finance and make informed decisions in achieving their goals.
- Create personalized financial plans: Each client has unique financial goals and circumstances. The advisors at INFINI CAPITAL MANAGEMENT LIMITED understand this and work closely with clients to create customized financial plans that cater to their specific needs and objectives.
- Offer a range of investment options: From stocks and bonds to alternative investments, the advisors at INFINI CAPITAL MANAGEMENT LIMITED can provide clients with a diverse range of investment options to help them build a well-balanced portfolio.
- Regularly review and adjust strategies: The financial market is constantly changing and so are clients’ needs and goals. The advisors at INFINI CAPITAL MANAGEMENT LIMITED offer ongoing support and monitoring of strategies to ensure they align with clients’ changing circumstances and financial objectives.
Facts and Insights
INFINI CAPITAL MANAGEMENT LIMITED has been in business for over 10 years and has built a reputation for providing high-quality financial services to its clients. Here are some interesting facts and insights about this firm:
- Assets Under Management: As of 2020, INFINI CAPITAL MANAGEMENT LIMITED has over $1 billion in assets under management, providing clients with access to a wide range of investment options and strategies to achieve their financial goals.
- Number of Advisors: The firm has a team of 25 experienced advisors who are dedicated to helping clients with their financial planning and investment needs.
- Time in Business: INFINI CAPITAL MANAGEMENT LIMITED was founded in 2010 and has been operating for over a decade, establishing itself as a trusted and reliable financial advisor in the industry.
| Year | Assets Under Management (in millions) |
|---|---|
| 2015 | $500 |
| 2016 | $600 |
| 2017 | $750 |
| 2018 | $900 |
| 2019 | $1,000 |
| 2020 | $1,200 |
Financial Services Offered
INFINI CAPITAL MANAGEMENT LIMITED offers a wide range of financial services to its clients. Their team of experienced advisors can help clients with the following:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Risk management and insurance
- Education planning
- Debt management
- Business succession planning
Client Types
INFINI CAPITAL MANAGEMENT LIMITED serves a diverse group of clients, including individuals, families, and businesses. Their services cater to the following types of clients:
- High-net-worth individuals
- Business owners
- Retirees
- Professionals
- Non-profit organizations
- Trusts and estates
Fees & Compensation
The fees and compensation structure at INFINI CAPITAL MANAGEMENT LIMITED is transparent and straightforward. The firm charges clients a percentage of their total assets under management as their advisory fee. This fee covers the cost of managing investments and providing financial advice. Clients are also responsible for any applicable trading and custodial fees.
Background
Founded in 2010, INFINI CAPITAL MANAGEMENT LIMITED is a financial advisor firm based in New York. The firm’s team of experienced advisors