The Methodology

Every strategy starts with listening and evolves into tailored, transparent, and long-term sustainable solutions. Nayroswas founded to make available to its partners the experience we have built in wealth management and the broader financial sector. Our mission is to deliver a clear, transparent view of your overall wealth position, assess its efficiency, and identify optimization opportunities.

Over time we have developed an integrated advisory model that combines technical rigor with strategic vision, with a single goal: to offer truly effective solutions that create lasting value for families, professionals, and institutions.

How we work

  • Listening & objectives: gather essential data, define priorities.
  • Diagnosis: test consistency, benchmark costs/services, identify critical risks.

Metrics that matter

  • Total cost: (fees + loads) / assets.
  • Coverage adequacy: versus real needs.
  • Goal alignment: traffic-light assessment (green / amber / red).

What you get (tangible outputs)

  • Efficiency scorecard: coverage/premiums, total costs, internal performance, duplications.

Design

  • Tailored solutions.