Introduction to Management Mandates

Davensi is offering access to Management Mandates allowing investors to delegate the management of their portfolios to a structured and automated strategy. This ensures optimized allocation, risk management, and performance tracking without requiring constant manual intervention.

Management Mandates are available starting at 10,000€.

From the dashboard, click on the "Management Mandate" tab in the menu on the left. Then, click on "Create Mandate". You will be prompted to answer some questions, allowing us to better understand your financial situation and to determinate your risk profile. Based on your answers, you will get assigned a risk profile go from Defensive, Intermediary, Dynamic.

Once the questionnaire is completed, you will be asked to sign the Management Mandates agreement giving you the important details about the service provided by Davensi.

Interested in learning more about our Management Mandates? Reach out to us!