Our Service
Strategic Consulting
We take into consideration the market for strategy consulting services.
Financial Management
Helping individuals and businesses prepare, manage, or mitigate financial risks.
Investment Advice
Setting a strategy, asset allocation, and operations of an investment program.
Risk Management
Ensure that uncertainty in the enterprise and market does not impact business goals.
Strategic Consulting Services
The Subsidiary will take into consideration the market for strategy consulting services. These services consist of different disciples which include:
referred to as strategic management, involves the formulation of enterprise-wide and business unit strategies and goals. The Subsidiary’s consultants will help to support, among others, the design of vision and mission statements, the development of strategic plans, and the setup of implementation roadmaps (which outline activities and resources required to implement the plans). In addition, they will support in assessment strategic options, business planning processes, and the development of growth agenda’s such as market entry strategies (when companies want to enter new regions or launch new products).
is similar to corporate strategy. These services focus on the design and development of future-proof strategies, with the key difference being that it spans fundamental changes in how business is conducted, often triggered by major changes in the external environment. Furthermore, BMI has a wider span than corporate strategy, looking at a range of organizational and operational elements and how they interact to achieve a common goal; such as value propositions, customer segments, cost structures and organisational structures.
These services provide companies and investors, for instance, with building business cases to understand the economic drivers of mergers or acquisitions and, further down the line, support clients with due diligence work on potential targets. In addition, M&A supports the establishment of alliances and joint ventures, managing divestitures / carve-outs and facilitating Initial Public Offerings (IPOs).
services include designing organizational structures and corporate governance, assessing organizational competitiveness, developing human capital strategies and supporting strategic change management programs.
involves the development of strategic plans and roadmaps for organisational functions, which can range from sales & marketing to finance, HR, supply chain, R&D, or procurement.
Financial Management Consulting Services
The Subsidiary’s consulting experts will help individuals and businesses prepare, manage, or mitigate financial risks and uncertainties in the market. At the start of year 3, when the Subsidiary has obtained all the regulatory requirements to operate, the Subsidiary will offer the following financial management consulting services:
Under cash and liquidity management services, the Subsidiary will help clients improve cash positioning, cash forecasting, and liquidity planning. The Subsidiary’s consulting experts will continually adjust and monitor all the cash management processes of its clients. Clients will receive in-depth analysis and reports that will help them support strategic funding and business decisions while fficiently managing their current and long-term debts.
The Subsidiary aims to help businesses ensure their future success through its budgeting and forecasting services. The Subsidiary’s consulting experts will analyze their financial health and business strategy to help them optimize their business budgets. The Subsidiary will help clients in implementing budgets and cash flow forecasts while taking into account the financial priorities of the business. Moreover, the Subsidiary’s consulting experts will advise clients about predicted and unexpected costs that may occur in the future.
Under the financial analysis services, the Subsidiary’s consulting experts will evaluate a client’s business, projects, budgets, and other finance-related transactions to determine their performance and stability. Clients will receive analysis reports identifying the financial factors that affect their organization’s financial health. In relation to the financial analysis reports, the Subsidiary’s consulting experts will perform a risk analysis to identify, manage, or mitigate uncertainty in the investment decisions of the clients.
Financial Planning and Advice
The Subsidiary will offer consultation and advice on an entity’s financial planning and programs. These services will help individuals and organizations reach their financial goals through financial strategies and methods that will optimize profits, cultivate investments, reduce costs, and effectively utilize debts. This will ensure effective and adequate financial and investment policies. The Subsidiary will take into consideration the following objectives when rendering financial planning services:
This will depend upon factors such as cost of
current and fixed assets, promotional expenses and long-range planning.
This is the composition of capital. This includes
decisions of debt-equity ratio for both short term and long term.
This pertains to cash control, lending, and borrowing.
This pertains to obtaining maximum returns of investment at
the least cost possible.
Investment Advice and Retirement Planning
Many investors seek guidance on setting a strategy, manager research, asset allocation, and the day-to-day operations of an investment program. There are many terms used for these services including OCIO, delegated solutions, fiduciary management, or implemented consulting, but they all center on the same thing: supporting institutional investors to meet their goals more efficiently. Implementing an investment solution can help clients in maintaining control and feel confident knowing their investments are in professional hands, while still aintaining ultimate control. The Subsidiary will guide clients in sustaining current volatility, increasing allocations to private markets, ESG policy design and implementation. The Subsidiary is committed to helping its clients address these issues aligned with meeting their long-term investment goals.
How It Works
Our Simple Process
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We Connect to Experts
We Analyze for Solutions
We Delivery the Project
Risk Management
These services ensure that uncertainty in the enterprise and market does not impact business goals. Main offerings are, among others, risk management (analyzing risks and ensuring a process and governance is in place to mitigate risks), risk control (setting up the right warning systems that can detect risks), internal audit (assessments aimed at mapping risk profiles and compliance) and IT risk; which covers the growing risks in the information technology area such as cybersecurity, digital governance, and enterprise data management.
Kargozari Charisma Canada Inc. offers financial and investment management services.
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Location
Canada Office:
10225 Yonge St, Richmond Hill, ON L4C 3B2
USA Office:
43 CORPORATE PARK , STE 106
IRVINE, CA 92606
Iran Office:
No. 1/1, 2nd Alley, Kouh-e Noor Street, Motahari Street, Tehran, Iran
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