Individual accounts

Serdica Capital is the first AIFM with a full license in Bulgaria. Our team has extensive experience in the public and private capital markets and is ready to offer you high-quality asset trust management services tailored to your individual investment requirements.

When standard wallets do not meet your specific needs, we offer you:

Individual approach to portfolio management

  1. Personalized investment strategies
  2. Risk management
  3. Tax Planning and Compliance
  4. Liquidity and cash flow management
  5. Management of family structures and dynamics
  6. Management Reporting and Accounting

 

Our approach is based on the investment environment and the capacity to offer solutions tailored to your needs, goals and risk appetite. We constantly monitor macroeconomic developments and use our extensive experience to provide the most attractive strategies and products.

 

Why choose Serdica Capital?

 

Personalized solutions: We create investment strategies that dress up your ideas in the most appropriate form.

Active management: We guarantee a stable performance of individual portfolios while limiting market risks.

Flexibility and liquidity: We offer standardized products that improve your flexibility and liquidity.

Contact us for more information and individual consultation:

Yordan Petrov: yordan@serdicacapital.com

Tereza Trifonova: tereza@serdicacapital.com

The information provided on this web site should not be considered by investors as an offer, advice or recommendation for purchase or sale of shares in the alternative investment funds or any other financial or non-financial assets. The shares of AIFs are intended for professional investors as defined by MIFID. The value of the funds’ shares and the income therefrom may decline, the profit is not guaranteed and investors may not recover the full amount invested. Investments in alternative investment funds are not guaranteed by a guarantee fund, established by the State or any other warranty. The past performance of the funds is not necessarily indicative of future results.