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DirectoryFinance & InsuranceExternal Asset ManagementWetzikon ZhBORA Investment GmbH
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BORA Investment GmbH

Summary

About the company

The core activity of BORA Investment GmbH is wealth management and financial consulting for private individuals, including investment advice, financial planning, portfolio analysis, inheritance and tax consulting, as well as real estate management.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered7
Wealth Management
Ongoing monitoring and optimisation of portfolios, defining the strategy, allocating to liquidity, bonds and equities according to needs, wishes and life goals.
Investment Advice
One-off or recurring advice on investments, including evaluation of portfolio and account statements as well as tax documents; implementation via a bank or partner firm.
Financial Planning
Comprehensive financial planning for purchasing or renting real estate, taxes, insurance, investments, early retirement and estate matters; ongoing adjustment to personal needs.
Portfolio Analysis
Analysis of securities portfolios, including across several banks, review of structures, maturities and risks; followed by proposals for changes.
Inheritance Advisory
Advice on wills, prenuptial/marriage contracts, statutory succession and the right of residence of the surviving spouse; finding a suitable solution for estate matters.
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Location

Im Zil 50
8620 Wetzikon Zh

At a glance

Legal form
Limited Liability Company
UID
CHE-110.060.487
Founded
2003 · 23 years
Last commercial register change
February 21, 2025
Employees
1 to 10

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