Who are our clients?

Businessmen, managers, athletes, families

People who want to evaluate their financial surplus in a meaningful, long-term way and with a clear strategy. They want someone they trust to look after their financial assets. Their above-average income is paid for by hard work. They know they are special, so they don't settle for the unified products that are commonly available on the market. Their funds come from business, employment, but also from inheritance or the sale of real estate.

The main goals of our clients

  • Preserve the purchasing power of your money (protection against inflation).

  • Evaluate financial reserves (not only protection against inflation, but also an interesting return).

  • Create a financial cushion for your children's studies, for retirement, or "for worse times".

Contact

Ing. Petra Štěpánková, MBA, EFA

+420 604 218 602

petra@meliorinvest.cz

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Reference

Gabriela Kotlínová

Gabriela Kotlínová

Relationship and Event Manager at Aureole Restaurant & Conference Centre
Petra was a member of my networking club, representing the area of ​​investment consulting. I got to know Petra up close and I can confirm that she has qualities that many "financiers" do not get. It is humanity, empathy and the desire for a long-term relationship with each client, an interest in their life needs. Not commercial pressure with the aim of making a one-time sale. Petra is continuously educated, has certified expertise, and this list of qualities and abilities predisposes Petra to become your partner for property portfolio management.
Hana Součková

Hana Součková

Owner of the Farm
Péta, you have my great admiration for the way you know yourself in the world of finance and investments. For me, it's something too abstract to grasp. But at the same time, I am interested in investing and want to learn as much as possible. The way you explain everything to the client makes me feel really safe with you. I mean, I trust Melior's steps 100%. But I can imagine that if anyone had any doubts, your approach is definitely reassuring. Thank you for the opportunity to be your client.
Ingrid Šůrová

Ingrid Šůrová

CEO at TAB CZ Praha sever
With her calmness and clear explanation of the financial curve, Petra is currently able to professionally support her clients. She knows very well how a crisis moves emotions and the stock market, nothing surprises her.
Ing. Martin Čech

Ing. Martin Čech

Co-owner and manager of Shift2Cloud s.r.o.
Petra is an investment professional who approaches each client case responsibly and individually. She solves the situation as a whole and cares about your maximum satisfaction. Her human approach will help you really understand investments. I recommend cooperation with her and her company to everyone who wants to meaningfully preserve and interestingly evaluate their financial reserve. In addition, Petra has enormous patience, can understand the situation, explains everything calmly and repeatedly, and proceeds in a coordinated manner in the individual subsequent steps to the satisfaction of the client.
Šárka Petruželová

Šárka Petruželová

Copywriter
When it comes to investing, I lacked order and concept. I chose Petra because she is a professional and really understands her field. At the same time, she is incredibly nice, positive and empathetic, which is absolutely essential for me in long-term cooperation. Just sitting in Melior was a pleasant experience, I felt at home. :) Petra created an investment solution for me that fully reflects my life situation and set goals. I am very happy that she is the one supervising my investments because I trust her completely. Now I only regret that I didn't start sooner.
Václav Husák

Václav Husák

Owner at JKV Depo
I have used the services of many investment advisors of varying quality in the past. Since Petra has been taking care of my investment portfolio, I have been extremely satisfied. In addition to one-off investments, I also invest on a regular basis. I invest in quality companies, my portfolio grows steadily and I am always and timely informed about its development, which is very important to me. It's a great feeling when you can really rely on someone.
Vojtěch Poskočil

Vojtěch Poskočil

Project manager at Freebike
Petra is a leader in her field, we are extremely satisfied with the care of our portfolio. It always provides timely information on the market situation, points out the appropriate time for further investments or, on the contrary, that it is time to calm down and stick to our long-term strategy. The evidence is regular reports on the state of our portfolio, including explanations of all terms and what events have had an impact on our investments and what market trends can be expected in the near future. Her approach is personal, which is very pleasant. In the case of a meeting, it is a pleasant meeting that my wife and I look forward to, not an obligation.