Company Information

Get to know FIDI Planejamento Financeiro

Founded in 2012, FIDI Planejamento Financeiro is a financial advisory firm based in São Paulo, Brazil. The company operates as a family office, assisting clients with the organization of their finances to achieve life goals. Their methodology involves four key steps: diagnosis of the client's current financial situation, creation of a personalized plan, execution of the plan (including investments, insurance, and succession planning), and periodic review. FIDI's mission is to transform the financial lives of its clients by providing structured, independent, and goal-oriented financial guidance.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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FIDI Planejamento Financeiro

Brazil

Founded in

2020 (6 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.