Personal & Corporate Financial Advisory
Reinventing Financial Intelligence !
At every stage in life, you have different financial needs and objectives. Whether you are looking to accumulate and grow your assets, preserve what you have accumulated, or distribute an income stream; P&CFA are here to provide professional guidance.
As you advance, your needs will increase and diversify. We will be here for you every step of the way. Whether you require a business plan, tax advisory, peer-to-peer consulting; your business needs financial advisory, valuation services, or business turnaround strategy to become profitable, or you are trying to buy or sell a business, P&CFA is your one stop boutique firm with bespoke services that meet all your needs.
We operate with the highest of fiduciary standards and aim for a long-term relationship built on trust, confidentiality and professionalism.
P&CFA Corporate Services
- Enterprise and Business Valuations
- Business Planning
- Fund and Estate Management Advisory
- Corporate Financial Advisory
- CFO Services
- Onshore Tax Advisory
- Financial Engineering
- Venture Capitalist
- Business Dispute Resolution
- Buy Sell Agreements
- Retail, Consumer, and Industrial Inventory Appraisals
- Machinery and Equipment Appraisals
- Intellectual Property and Intangibles Valuations
- Litigation Support
- Business Turnaround
- Crisis Management
- Interim Management
- Risk Management
P&CFA Personal Services
- Providing Financial Advisory Services to Medium and High Net-Worth Individuals
- Personal Financial Mentoring
- Personal Financial consulting (Retirement planning, Investment planning, Tax planning, Risk management, Debt management, College planning, Insurance planning, Philanthropy and charitable giving, and many more.)
Customized Personal Financial Mentoring Plans
Choose the plan that suits your needs and helps you increasing your financial intelligence.
Essential Plan 220 USD
1 e-book on Personal Finance
2 months financial mentoring
2 one-to-one meetings per month
Online assistance up to 3 calls
Advantage Plan 410 USD
1 e-book on Personal Finance
4 months financial mentoring
2 one-to-one meetings per month
Online assistance up to 3 calls
Attend 1 meeting with third parties
Elite Plan 600 USD
1 e-book on Personal Finance
6 months financial mentoring
2 one-to-one meetings per month
Online assistance up to 3 calls
Attend 2 meetings with third parties
2 free Follow-up calls after 6 months
BE Advisory and Strategy
We are a team of experts in the field of behavioral economics dedicated to providing our clients with the best possible solutions to their business problems. Our services include and are not limited to:
- Product Design and Marketing: We use the principles of behavioral economics to design and market products that are tailored to the specific needs and preferences of consumers
- Consumer Research: We conduct extensive research on consumer behavior to help our clients understand their target market and make informed decisions
- Employee Engagement and Motivation: We use the latest research in behavioral economics to improve employee engagement and motivation in the workplace
- Decision-making: We help organizations make better decisions by providing them with the tools and insights they need to overcome common biases and make more rational choices
- Public Policy: We advise government agencies and organizations on how to design policies that are more effective and efficient
- Behavioral Design: We use behavioral design principles to create products, services, and experiences that are more engaging and effective
- Communication: We help organizations communicate more effectively by understanding how people process and respond to information
- Retail Management: We help retailers and e-tailers optimize their operations and increase sales by using behavioral economics principles
- Marketing Communication: Increase customer engagement. Identify and apply the most effective framing and other BE tactics (e.g., priming, anchoring, social norm)
- Political Speeches (neuropolitics)
- Merchandising
- Pricing
- Brand building
- Service assessment
BE Trading and Investment
BE Inc. has a direct interest in commercial, trading, investment, business development activities and is willing to finance or participate in joint ventures, startups, or companies that are in process of development.
Platform for investors and business advisors. If you are looking to invest or acquire a business, contact us to connect with businesses which match your requirements. If you are a financial advsior / business broker and want to explore buy and sell side opportunities for your clients, feel free to get connected.