Individual Investment Consultation
Individual consultations with INWEST are designed for you if you want to start investing but something is holding you back.
Yes, the first step is the hardest, but a 1:1 session with our consultants will help you overcome your fears and provide you with the knowledge you need to better understand how the world of investments works.
The consultation will be tailored to your needs: konsultantai padės consultants will help you assess your risk level, create an investment portfolio, choose a trading platform, and more.
Our team of experts is also constantly growing with professionals from specific fields, so we offer the opportunity to consult on investment in specific asset classes.
What to expect?
2 x 45-minute sessions or a one-time 1.5-hour video call with an INWEST financial consultant.
Ornela
Investing in Art
Ornela is an expert in the art market, an investment consultant for art collections, the head of the art market agency "artXchange Global," and a lecturer. She has over 15 years of practical experience working in both local and international art markets, and is knowledgeable in both classical and contemporary art.
Ornela is also a researcher, with a dissertation on the topic "Modeling Contemporary Art Investment Strategies in the Context of Geopolitical Conflicts." The "Wealth and Finance International Fund Awards 2023" awarded her the title of "Leading Female Figure in Art Wealth Management 2023."
She consults on private and corporate art collections, as well as the basics of investing in art.
Consultation fee: 200 EUR / 1.5 hours
Indrė
Investment Portfolio Creation
Indrė is a certified investment consultant with the Baltic Financial Advisors Association (BFAA) (license no. 7994). She has over 10 years of practical experience investing in various financial instruments.
She provides consulting on investments and personal finance. Indrė helps clients create an investment plan and strategy, form a portfolio, and achieve their investment goals more effectively.
Consultation fee: 250 EUR / 1.5 hours
Alina
Investment Taxes
Alina is a tax consultant. While she personally invests as a typical lawyer—only in real estate and art—she is knowledgeable about the taxation of various financial instruments and can advise on the most efficient financing methods, whether for an individual or through a company. Alina can help prepare for a potential transaction to ensure its efficient implementation or evaluate and calculate the tax costs of an already completed operation.
Alina is a tax partner at Mazars in Lithuania and has been working in the tax field since 2005.
Consultation fee: 250 EUR / 1.5 hours
Greta
Investment Portfolio Creation
Consultation fee: 250 EUR / 1.5 hours
Ada
Optimal Investment Portfolio Taxes
Ada's specialization is tax optimization and savings projects. Her clients include professional investors and holding companies engaged in investments, as well as professionals from other fields who invest in their future well-being. Before the consultation, Ada will review your previous tax returns and current investment portfolio to ensure that the consultation focuses on the issues most relevant to you.
The consultation consists of two parts:
- Half an hour is dedicated to analyzing your personal situation (you will be asked to provide tax returns and the composition of your investment portfolio).
- At the agreed time, an hour is spent discussing potential tax savings. Ada's goal is for the consultation to cost you nothing (i.e., you save at least as much as you spent on the consultation).
Consultation fee: 250 EUR / 1.5 hours
Titas
Investment and Asset Management Advisor
Licensed investment advisor with the Baltic Financial Advisors Association (BFAA) (license no. 9053), Financial Broker Consultant with the Bank of Lithuania (license no. S374).
Titas advises on investments in real estate, financial markets, and other asset classes, as well as asset management and auditing issues.
Currently, Titas is a board member of three licensed financial institutions and the director of several companies.
Consultation fee: 150 EUR / 1,5 val.
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