Harnessing Technology to Build a Sustainable Wealth Strategy
Smarter Investing Powered by AI
Consulting is based on the academic and professional background, following global market trends, risks, and predictions.
YXS Wealth is supported by AI tool specially created for
Global Market Analysis
Our AI continuously monitors global financial markets to identify movements across asset classes, regions, and sectors. This enables YXS Wealth to provide timely insights and anticipate shifts that impact investment decisions.
Trend Predictions
Using advanced algorithms and historical data, our AI predicts emerging financial and economic trends before they become mainstream. This allows clients to position their portfolios ahead of the market.
Market Niche Analysis
The AI identifies high-potential market niches by analyzing demand patterns, growth signals, and competitive landscapes. This helps uncover opportunities that traditional analysis often overlooks.
Comparing Investment Opportunities
Our AI evaluates multiple investment options side by side based on performance metrics, risk factors, and growth potential. This ensures objective, data-backed comparisons for smarter decision-making.
Due Diligence
The system automates in-depth due diligence by processing financials, legal structures, and market credibility indicators. This reduces human error while accelerating the evaluation process.
Risk Analysis
Our AI assesses market volatility, currency exposure, and asset-specific risks in real time. It enables proactive risk mitigation and stronger portfolio resilience.
Data-Driven Investment Analysis
All investment recommendations are supported by structured data models and predictive analytics. This ensures that decisions are based on evidence, not assumptions. resilience.
Consulting services include
- Investment plans and strategies
- Asset management
- Alternative investments
- Investment portfolio creation
- Real Estate investments
- Private Equity
Investment consulting services include
Market Research and Analysis
provide researching market trends, asset classes, and economic indicators to guide decision-making.
Wealth Architect
services for designing, building and managing the overall capital with the aim to create a long-term plan for growing, protecting, and transferring wealth.
Investment Strategy Development
creating a customized investment strategy based on client’s goals, risk tolerance and time horizon
Portfolio Construction and Management
designing diversified portfolios that may include stocks, real estate, private equity or other assets
Performance Monitoring
tracking and evaluating investment performance against benchmarks, ensuring the portfolio aligns with the client’s objectives.
Risk Management
assessing and mitigating risks related to market trends and volatility or currency fluctuations.
Alternative Investments
recommending venture capital opportunities and connecting with start- ups from partner companies
Real Estate Planning
finding and suggesting appropriate real estate opportunities based on AI tool that helps with market analysis and trends predictions
Reporting
providing detailed investment reports
YXS helped me navigate the complexities of investment management with ease. Their tailored strategies and expert guidance have made a significant difference in my portfolio's growth.
Client
The team at YXS provides unparalleled insight into market trends. They equip me with the knowledge I need to make informed decisions for my future finances.
Investor
About founder
Dr. Ivana Milosev
Dr. Ivana Milosev is the Founder of YXS Wealth Consulting Agency, bringing a unique blend of academic excellence, strategic insight, and real-world experience to the world of WealthTech and investment consulting.
She combines deep expertise in management and technology with a passion for helping clients navigate complex global markets and build sustainable wealth. With a strong professional background that spans leadership roles in tech investment and corporate governance - including serving as a Board Member at Fan Rating Technologies - Dr. Milosev has a track record of guiding innovation and strategic growth in modern financial ecosystems.
Driven by a commitment to data-driven decision-making and emerging technologies, she has positioned YXS Wealth at the intersection of artificial intelligence and investment strategy, empowering clients with cutting-edge tools for market analysis, risk assessment, and long-term financial planning.
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