DAGA WEALTH MANAGEMENT SERVICES
We are here for anyone looking to make their trade financing smoother with expert help and guidance.
Import Finance
Build trust among global exporters for your brand through our import finance services. Our trade instruments
make it easier to make transactions for global imports. Without clients’ collateral involvement and any risk .
Export Finance
Make your export business smooth and worry-free with our financial solutions. Our team finds the perfect
financing options for selected countries to save you from future risks and debts.
Contractor Guarantee
Get your bank guarantees sorted out for massive business deals, both domestic and global ones. Our
guarantees involve performance, financial, big bonds, and many such guarantees.
DAGA Wealth Management Services
Daga Wealth management services encompass a range of financial advisory and planning services aimed at helping individuals and families grow, protect, and manage their wealth.
- Investment Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Management and Insurance
- Wealth Transfer
- Philanthropic Planning
- Cash Flow Management
- Holistic Financial Advice
DAGA wealth management services offer individuals and families comprehensive solutions to effectively manage their financial assets and achieve their long-term financial goals. These services are tailored to the unique circumstances and objectives of each client, with the aim of preserving and growing wealth while minimizing financial risks and tax liabilities. Overall, wealth management services play a crucial role in helping clients build and sustain financial security, both for themselves and for future generations.
Investment Assessment & Risk Mitigation Services
- Prepare and evaluate capital budgets (feasibility studies) and use financial modeling techniques
to examine the impact of project options upon results. - Identify risks and opportunities related to potential investments.
- Negotiate with the best financial institutions to obtain the best means of credit at competitive prices.
- Manage funding (for building new projects).
Finance Management Services
Manage monthly closing as well as maintenance of all accounting processes (receivables, payables, fixed assets, payroll, banks reconciliation).
Prepare all financial reports with budget comparisons.
Monitor all accounting activity compliance with statuary requirements.
Train and manage client’s accountants and bookkeepers.
Perform indirect recruitment of all client’s financial professional positions.
Set up company policies & procedures for employee and operations compliance.
Liaise and maintain strong relationship with financial institutions, internal and external auditors
and fulfill their needs on behalf of our client.
Restructure chart of accounts to adopt tracking business segment concepts.
Offer industry specific training workshops for client’s accounting team in an effort for them to master primary areas of financial management.
Our Approach
Small and medium enterprises
looking for trade financing
options can benefit from our
custom solutions that cater to
their specific needs.
