Madanes Financial Services has been created to meet the need to provide professional financial solutions for clients on all matters relating to Pension Funds, Study Funds, a Central Compensation Fund, Investment Portfolios, Savings Plans and the "Family Office."
Madanes Financial Services maintains strategic cooperation with many of the leading investment houses in the capital market in Israel, and can tailor its products to the client's personal requirements, enabling us to select the most suitable product for each client, with no obligation to a particular investment house or fund.
We suggest a meeting to define your requirements, examine your pension file (pension funds and study funds) and to suggest the most suitable fund for you, at no charge and with no obligation whatsoever.
After this preliminary meeting, which will let you decide whether you are in the best fund for your requirements, the pension adviser will help you to make the correct decision.
If you accept the advice of the pension adviser, the process does not end at that point, since tracking and follow up is ongoing – the Customer Relations Department will keep you informed once every period, so that you can be aware of what is happening to your money and the situation in the market.