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DirectoryFinance & InsuranceExternal Asset ManagementRotkreuzArmida Capital AG
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Verified· 3 sources

Armida Capital AG

Summary

About the company

Armida Capital AG provides independent financial advisory services for private clients, covering financial planning, pension/provision advice, saving and investment solutions, mortgages, insurance and tax consulting.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered5
Private financial planning
Forward-looking financial planning for budget, savings goals, insurance, retirement provision and tax burden; analysis of the starting situation, development of a concrete financial plan and implementation across different life stages.
Saving and investing
Savings and investment solutions for short-term saving and long-term wealth building; advice on savings strategy, investment profile, fund saving and crypto investments.
Retirement provision
Private retirement provision with a retirement check, advice on pillars 3a and 3b and identification of gaps in retirement coverage; support for financially self-determined retirement planning.
Insurance
Analysis and optimisation of insurance portfolios; review of coverage gaps, comparison of offers and support with switching insurance, including termination letters.
Taxes
Tax optimisation with tips to reduce the tax burden, support with pillar 3a and pension fund purchases, as well as completing the tax return.
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Reviews

Aggregated rating

Aggregated rating
4.7
of 5

Aggregated from 94 reviews across all connected sources

Sources
GGoogle4.794
★TrustpilotSoon
PProvenExpertSoon

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Location

Blegistrasse 1
6343 Rotkreuz
Opening hours
Mon
09:00 - 12:00, 13:30 - 17:30
Tue
09:00 - 12:00, 13:30 - 17:30
Wed
09:00 - 12:00, 13:30 - 17:30
Thu
09:00 - 12:00, 13:30 - 17:30
Fri
09:00 - 12:00, 13:30 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-114.112.870
Founded
2008 · 18 years
Last commercial register change
November 24, 2023
Employees
11 to 20

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