Founded in 2012, FIDI Planejamento Financeiro is a financial advisory firm based in São Paulo, Brazil. The company operates as a family office, assisting clients with the organization of their finances to achieve life goals. Their methodology involves four key steps: diagnosis of the client's current financial situation, creation of a personalized plan, execution of the plan (including investments, insurance, and succession planning), and periodic review. FIDI's mission is to transform the financial lives of its clients by providing structured, independent, and goal-oriented financial guidance.

Founded in

Brazil