Services

Investment Consulting in Sofia, Bulgaria

Financial guidance built around your actual situation, not a template portfolio. Direct sessions with Velizar Dimitrov or Vasil Todorov, flat rates, no account handoffs.

What this covers

Investment consulting at Capital Forte is a direct, human process: you talk to one of the two advisors, they look at your actual situation, and you walk away with a strategy matched to it. Three services fall under this:

• General Financial Consultation (€51/hour) — professional advice tailored to your specific financial goals and needs, billed by the hour with no minimum commitment.
• Investment Account Setup (€256) — full setup and management training, including 1–5 sessions and 2 months of technical support afterward.
• Subscription Service (€51/month) — a monthly newsletter with insight into financial transactions and investments, for clients who want ongoing context between consultations.

Full pricing detail lives on the Pricing table on the homepage.

The three strategies we work with

Every consultation is matched to how much volatility you're comfortable with and how long you're willing to hold:

• Dividend Growth — for investors who want their portfolio paying them back over time, built around companies with a consistent dividend history, weighted toward diversification and multi-year holding periods.
• Value Investing — for investors comfortable buying what the market is currently underpricing, and waiting for it to catch up.
• Balanced Investing — for investors who want growth without betting the full portfolio on it: a deliberate mix of equities and fixed-income securities.

Who this is for

Anyone who wants a second opinion on an existing portfolio, help setting one up from scratch, or ongoing insight without managing it themselves day to day. Velizar brings a background in capital analysis for Frankfurt Stock Exchange-traded companies; Vasil brings direct experience across personal finance, stocks, and REIT investment. Full bios are on the Team section of the homepage.

How it works

You reach out through the contact form or by emailing velizar.dimitrov@capital-forte.com directly. Velizar or Vasil follows up to understand what you're working with, then proposes which of the above actually fits, no automated routing, no upsell funnel.