You, always in control!
Financial planning is the process that will lead you to achieve the goals and financial objectives, whether of your life or of your company, through appropriate management of your resources. From making strategic decisions to developing your capabilities, I am available to help you achieve your goals, with advice on investments, finances and budgetary control. Count on my experience to find tangible solutions and obtain considerable results.
Get in touch to arrange a meeting!
ABOUT ME
Hello! I'm Vitor Bautista, I have developed a career in the financial and administrative area. Experience in the elaboration and follow-up of strategic planning, working with forecast implementation and conduction, result analysis using DRE analysis concepts, cash flow and balance sheet and other financial indicators.
Expertise in financial feasibility study, pricing, financial diagnosis, personal finance and business plan. Knowledge in financial mathematics and skill in data processing techniques.
I currently dedicate my professional life to the capital market, stock market investment analysis and financial planning.
FINANCIAL AND BUDGETARY PLANNING
Establishment of strategies and action plan on financial resources and the best way to use them in the short, medium and long term.
INVESTMENT RECOMMENDATIONS
Be up to date on the main financial products in fixed and variable income, always looking for the best return and reduced risk.
EQUITY ASSET MANAGEMENT
Through professional management and sophisticated and regulated instruments, I offer our clients analysis and follow-up of their asset portfolio.
ABOUT MY SERVICES
I develop customized consulting services that meet both your personal needs and those of your company. Find out what services I offer by contacting us so that we can achieve your goals together. Services such as financial planning, investment advice, personal finance and budget planning.
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