Independent financial advisor for business and families
Have you felt caution when the salesperson pushes for only his or her own company’s financial products? No surprise – that’s a salesperson job. Would you expect an honest advice, please contact AIM Invest.
Would your business benefit from external out-of-the-box view before proceeding with strategy shift, big investment or upgrading risk management? In that case, calling AIM Invest would generate a quick return.
Do you consider decisions on mortgage or insurance, investment for pension or studies as important ones? If you do, AIM Invest invites you for an open conversation.
Objectivity
Unbiased evaluation of your situation deriving to independent advice
Experience
Managing bank’s treasury and state reserves, pension funds and personal portfolios;
20+ years of managerial experience by heading the companies, the boards and departments
Competence
In finance, investments, fintech, strategy, governance, risk management, ESG and many more
Mindaugas Vaičiulis, the Founder and President of AIM Invest, has over 20 years of experience with prior roles including Executive Director of Banking Service at the Bank of Lithuania, Chairman of the Lithuanian Mint as well as a Director General for DNB Bank’s asset management firm, managing pension funds. Mindaugas has extensive experience in strategic planning, governance, asset & risk management, and monetary policy implementation.
Mindaugas holds a CFA (Chartered Financial Analyst) and IFID (International Fixed Income and Derivatives) qualifications, General Financial Broker Licence and he has passed the Professional Board Member Education Program.
The goal of AIM Invest is to understand and meet your needs, and we attract the team of professionals ready to overcome the challenge.
Mindaugas Vaičiulis, CFA
Founder and President
Services for Business
Fintech
- Fintech B2B solutions
- Digital disruption of financial services
- Innovative e-money, payment, investment institutions
Financing solutions
- Evaluation and structuring of investment projects
- Optimal capital structure
- Alternative funding
Outsourced CFO
- Financial controlling
- Risk management
- Operational efficiency
Independent Board Member
- Strategy consulting
- Objective view from outside
- Risk management
Investor relations
- Compliance, reporting, disclosures
- Value added through happy investors
ESG and reputation
- Environmental and social responsibility
- Good corporate governance
Personal and family finances
Family balance-sheet
Holistic view into assets vs. credits, income vs. expenses; roadmap for your family goals
Freedom
Practical steps towards your financial freedom
Home
Advice on your safe mortgage financing
Pension
Prepare for the early retirement
Studies
Your children deserve the preferred studies – prepare for it
Dreams
Financial roadmap towards your Dream
Licenced services would be provided only after being granted the respected licences from the state authorities.