About Madanes Capital
“Madanes Capital Group” (Pension Insurance Agency 2013 Ltd.) is a boutique company providing holistic financial planning and capital management and acting as the financial arm of “Madanes“ Insurance Agency Ltd.
The new financial world has created a complex economic reality!
The blessing of a long life brings with it an enormous challenge requiring us to plan and make important decisions in real time, especially at the critical junctions of our lives, such as at retirement. A change in status in accompanied by very significant changes, both in terms of money management and taxes.
Holistic financial planning is a comprehensive and continuous method of managing financial and pension assets, creating pre-planned economic solutions appropriate for the changing needs of the client.
“Madanes Capital” serves doctors, business organizations, kibbutzim and other private customers.
The Company specializes in holistic financial planning combining the consideration of the needs and goals of the client and all of the financial and pension assets that have accumulated over the years. (Financial assets are shekel and foreign currency deposits as well as Israeli and foreign equities while pension assets are pension funds, directors insurance policies, provident funds, etc.). The Company creates an economic strategy dynamically adjusting to fit the goals and personality of the client and ensures that these assets will serve the defined needs of the client in the best possible manner.
Financial planning is conducted by expert financial planners possessing wide knowledge and many years of experience working in the various financial fields: pension / provident and continuing education / capital market investment / taxation at retirement / risk management. At the same time, they respect the principles of “loyalty to the customer’s needs” and “interest congruence.”
The variety of financial solutions proposed is wide and carried out by established bodies in Israel and abroad specializing in numerous investment fields and characterized by comprehensive professional knowledge and leading research departments in the field.
Solutions are offered in the following areas:
1. Management of provident and continuing education funds using a traditional structure
2. Management of provident and continuing education funds using persona IRA management
3. Providing investment solutions to pension funds through management companies in Israel and abroad
4. Planning and accompanying retirement procedures through appropriate tax options for retirement grants. The purpose of these procedures is to maximize saving and avoid unnecessary taxes.
5. Risk management involves the examination in depth of exposure and the need for an insurance solution in the areas of nursing care, health, life and work disability while matching the appropriate insurance solutions to the needs of the client according to its health status and business.
The roles of the financial planners at “Manades Capital” are to build a personal economic plan appropriate to the client needs and implement it through choosing and matching the optimal management bodies and financial products that are expected to attain an above-market yield while taking into account the risk, which is defined and determined after thorough analysis of client needs, goals, limitations and personal taste.
The financial planning includes constant monitoring of the management bodies and financial products that were chosen and periodic decisions whether these bodies and products are, on one hand, suitable and capable of meeting the changing needs of the client and, on the other hand, acting to ensure the stability of the financial market.
We at “Madanes Capital” identify with the interests and needs of our customers. Our goal is to create a sense of serenity and security for them by making the right decision at the right time.
“Financial planning is worth a fortune to you!”
