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2013 Yearbook • Brazilian Mutual Fund Industry

The Asset Managers


FinPlan Consultoria e Gestao de Investimentos

Company name
FinPlan Consultoria e Gestão de Investimentos Ltda.
Adress
Rua Tabapuã, 422 7º andar
Telephone
+55 11 3078-2373
E-mail
Web page
Holding Country
Brasil
Incepcion Date
2009
Holding
Não disponível
Mission statement
FinPlan is an independent company that provides customized financial wealth management through a comprehensive planning process and efficient allocation of assets for clients to reach their financial goals.
Brazilian Services
Financial wealth management.
Non-Brazilian Services
Not available.

Business Contacts

Foreign Investors
'+55 11 3078-2373 - mcarvalho@finplan.com.br - www.finplan.com.br/index_en.html
Individual Customers
'+55 11 3078-2373 - adriana.pedreschi@finplan.com.br - www.finplan.com.br
Corporate Customers
'+55 11 3078-2373 - comercial@finplan.com.br - www.finplan.com.br
Institutional Investors
'+55 11 3078-2373 - comercial@finplan.com.br - www.finplan.com.br
Corporate Investors
'+55 11 3078-2373 - comercial@finplan.com.br - www.finplan.com.br
Private Customers
'+55 11 3078-2373 - comercial@finplan.com.br - www.finplan.com.br
Others
'+55 11 3078-2373 - comercial@finplan.com.br - www.finplan.com.br

Note: The managers are responsible for the qualitative information provided