Investment

GS offer the service related to 7 years’ experience in the field of finance in progressively demanding roles with extensive managerial duties. Significant experience with sophisticated transactions including Greenfield project financing, Eurobonds, IPO. GS’s team benefits with in-depth knowledge in corporate finance, company valuation, financial modelling, managerial reporting, analysis and communication with stakeholders. GS offers a team of highly motivated & result-oriented personality with growth mindset.

 

WHAT WE DO:

  • Helping SMES’s additional debt facilitation
  • Business plan preparation
  • Financial forecast preparation
  • Help negotiation process with banks and other financial institutions

Business Management

People who call on us for business management services are not a one-size-fits-all type of client. These are the individuals, businesses, and organizations that require a unique and custom approach to their accounting, financial management, and bookkeeping.

Our business managers work with high-net-worth individuals, family offices, and businesses from nearly every industry. From entertainment and fashion to food and beverage and technology, our expert team of “straight-shooters” understands your industry and is ready to guide you to your goals.

We have gone on tour with our clients – supporting their success by monitoring global receipts, negotiating with local tax authorities in foreign countries, and adjusting tour operations and budgets to stay on track.

We have been on the ground floor of many startups – helping to keep the books compliant, streamlining the operations, and preparing companies for growth. We advise these clients on entity type and finance function; we offer comprehensive bookkeeping services and can serve as an external CFO.

What we do:

FINANCIAL &L IFESTYLE PLANNING

Financial & Lifestyle Planning is about just that – your lifestyle. We work with you to establish your short- and long-term goals and then map out a customized strategy to get you there. These strategies can cover:

  • Expenses
  • Insurance
  • Automotive Agreements
  • Real Estate Purchases
  • Investment Opportunities
  • Estate, Gift, and Trust Planning
  • Monthly Payroll


TAX & BOOKKEEPING

Our business managers offer myriad tax and bookkeeping services that address each client’s unique financial, lifestyle, and/or professional concerns – including, but not limited to recording monthly cash-flow, managing contractual and financial arrangements, ensuring IRS compliance, and developing forward-thinking tax strategies.

INVESTMENTADMINISTRATION

Acting in a coordinating capacity, we also offer investment administration services. Our business managers work closely with your investment professionals to provide a high-level perspective.

These services include reviewing monthly investment reports, determining if current allocations meet expressed investment goals, and identifying possible duplicative strategies that create inefficiencies and potential additional risk.

Wealth Management

Grand Solver’s approach to wealth management is a powerful combination of two distinct but complementary services: Financial Planning and Investment Management. You can access either one on its own but together they make a completely holistic approach to looking after you and your money.

The specific role of Grand Solver’s Financial Planners is to get to know you and understand your life goals and objectives before recommending a tailored financial plan to help get you there.

Grand Solver’s Investment Managers have a different focus – they dedicate themselves to investing your money effectively so that you have the funds to meet your goals. They will build an investment portfolio based not only on your needs, but also on your appetite for risk, capacity for loss, and your timeline.

Market Research & Analysis Services

Market research services provide clients with the unique information they need to stay ahead of competition in digital business environment.

Work includes identifying target audiences, conducting research, developing strategies goals and objectives, identifying opportunities for market penetration, identifying appropriate marketing and communication channels, marketing materials and executing the plan.

      Market analysis is focused on:

  • Industry Analysis – Keeping up with your industry trends (technological, cultural, demographics)
  • Competitive Analysis – Include an analysis of your key competitors, how they market their services/products, how they differentiate themselves in their marketing efforts, and what kind of market share they possess
  • Target Market Analysis – Identifying and prioritizing specific target markets is another key part of your business plan where our research is crucial