Independent Financial Advisor

My name is Sergey Svistunov. For over 8 years I have worked on the Russian financial market — at Tinkoff, VTB, Sberbank, PSB and MKB, where I served VIP clients, managed portfolios and provided investment advisory. In 2021 I took 122nd place out of 26,054 participants in the «Best Private Investor of Russia» contest by the Moscow Exchange.

I follow the independent advisor model: my recommendation is always aimed at the client's interest, not at selling a specific bank product. This removes the conflict of interest and allows building long-term capital management strategies.

How I work

• Audit of the current portfolio and financial situation.
• Building a personal financial plan tailored to your goals and risk profile.
• Forming a balanced investment strategy and ongoing support.
• Regular reporting and portfolio rebalancing with the market.

Qualifications

• NAUFOR — Financial Consultant, qualification level 7.
• Economics degree, specialization in Finance and Credit.
• 122nd place out of 26,054 in the LCHI 2021 (Moscow Exchange).