OUR CRITERIA

World Capital Advisors’ strong management teams are the foundation of our investment scheme; when World Capital Advisors invests, we are looking for potential business partners that show exceptional proven capabilities in creating a company, management skills, sound track record and a clear goal for expansion within the company.


Each Investment is Unique

World Capital Advisors looks at every business case differently; no two investments are identical. We have the right management teams to work alongside any business scenario, whether it is assisting a family in an emotional time of selling an enterprise or facilitating in a management buyout or turning a subsidiary into an independent company, all of which have different levels of involvement. Alternatively, more simple investments we are able to take a minimum approach adhering to our partner’s wishes, unless instructed to take the more dominant role within the newly founded partnership.

Whichever approach World Capital Advisors undertakes, our method has the flexibility that is required to always address the objectives and goals of our partners.


Our Ventures

Market Size

A company’s success and future growth is dependent on the market's rate of growth and size for the proposed businesses sector it trades in. Does your company or idea fulfill the right criteria to become one of the new innovative success stories of tomorrow?

World Capital Advisors’ investment strategy has seen our company go from strength to strength, propelled by the general financial success of several above-average investments. We have invested in large successful corporations that needed our expertise to levy them up to next level to the small innovative business that produce the next generation industry tool. Market growth, size and requirement for need are key factors in our investment decisions.


Services & Products

Here at World Capital Advisors we look for a service or product that is innovative, at the forefront of science or unique to the market and cost effective. We like to see products that fill an actual need or gap in the market, without needing a great behavioral change from the end user.


Business Model

When reviewing the dynamics of any business model we wish to observe proof that the proposed enterprise has the capabilities to provide good sustainable gross margins and is not requiring large amounts of money and other financial resources to produce a product or service. The majority of applicants concentrate on details such as valuation tools, stock ratios and performance figures; fundamentally, we want to hear how the company actually makes money.

A solid business model remains the foundation of every successful investment. Such traits are very much sought after by potential investors. Before amalgamation, a company should show reasonable projections for the business to accomplish profits into the tens of millions within a five-year plan.


Growth Sectors

World Capital Advisors are actively seeking to invest in new companies that have just undergone incorporation and are looking for seed capital in the areas of agriculture, biotechnology, alternative energy, water filtration, oil exploration, healthcare, security solutions, mineral mining and nanotechnology.

Please submit your business model by email at [email protected]


Investment Management

As the agent entrusted with your financial assets, World Capital Advisors take the role very seriously. Our advisors are fully aware of the responsibility bestowed upon them when handling a client’s funds. Every transaction World Capital Advisors handle we do so with care and diligence, regarding every transaction as if the money was our own, reassuring the clients that their affairs are in the right team of experts hands.

We understand our client’s investment requirements, needs and aspirations and know it is not a small step entrusting your capital, however, by understanding our commitment to your finances and allowing us to achieve the best possible results, World Capital Advisors can generate the level of success you deserve. Here at World Capital Advisors we are constantly adapting and improving to provide the best service possible for our clients.

World Capital Advisors’ specialists design a bespoke robust investment scheme, looking at the bigger picture and applying it to the client’s strategy. Upon completion of the client’s strategy, our team of expert portfolio advisors will design a client's portfolio, by starting with a strong building block that will serve as a foundation for a strong, balanced and versatile portfolio, aiding the client in his/her financial objectives.

Just as most things in life that we undertake to get a step closer to the top, there is always an element of risk; the same applies to making investments as does the rewards we reap when we are successful. World Capital Advisors understands that our client’s are all very different and have personal agendas to fulfill. World Capital Advisors’ specialists carefully review each clients’ requirements and evaluates the level of risk tolerance they wish to take on, and this is reflected within their investment plan and in accordance to their individual goals.


Portfolio Elements

The maintenance of your portfolio is extremely important; the financial markets are always changing, as a result a client’s portfolio strategy should be designed with the right level of versatility. World Capital Advisors offers a monitoring system to ensure that our client’s investments are working to the best of their ability.


How does it work?

An investment portfolio should be diversified to reduce the level of risk. At World Capital Advisors we introduce an investment strategy covering Asia, Europe and North America that consists of equities, commodities, IPO’s and managed funds. Clients have direct access to their dedicated portfolio manager enabling the client to manage their portfolio at anytime.


What features are included?

World Capital Advisors clients get a regular summary reporting all the aspects of their portfolio (i.e. valuation, distribution statement, performance report etc.) along with a yearly tax review. The client’s dedicated investment manager will consult on making quality projections and decisions in view of optimizing your portfolio.


What benefits do I get?

Investment portfolios with World Capital Advisors could have investments from Asia, Europe and North America that consist of equities, commodities, IPO’s and managed funds. We give clients direct access to their dedicated portfolio manager enabling the client to manage their portfolio at anytime.

All your investments and multiple accounts are bundled into a single account, making it easy to access and manage all the outflows and inflows from your portfolio and having only one main contact with their additional support teams providing a professional service for all of the investments involved.

All fees involved when purchasing or selling within the investment portfolio are transparently presented to you for your peace of mind; a set commission is introduced with no hidden charges.


Analysis

Due Diligence

Due diligence is an essential factor when making any investments. World Capital Advisors conducts due diligence through the initial confirmation of our stringent screening process for any new business proposal. We reject at least 90% of proposals for capital investments presented to us resulting from our findings within our initial due diligence screening process. After further scrutinizing only 1% of the successful candidates make it to actually obtaining finance.

Before recommendations to clients are made by our portfolio managers, and our stringent due diligence has been implemented, we carry out another form of due diligence on the aspects of potential portfolios. World Capital Advisors does not recommend IPO’s, corporate bonds or stocks without analyzing the security and risk levels first.


Technical Analysis

The technical analysis carried out by World Capital Advisors analytical department investigates three key elements when considering a stock price action: patterns, regularity and order. Selling agents find themselves carrying out the same habitual methods assuming that the price of a share at any given time is solely dependent upon the market.

World Capital Advisors researches all essential information at our disposal, analyzing reports linking to mergers and acquisitions, earnings, profit margins and yearly results. Looking at the real estate market movements over the last four decades we can analyze the supply and demand patterns; such trends are very similar within the financial market enabling us to study and determine future projections.

With key historical accounts and considering hindsight, we have witnessed such strategies earning fantastic profits. Within in a number of such cases, you will be able to observe a number of characteristics leading to obvious patterns. World Capital Advisors has years of experience, some of the best minds in the industry and the analytical tools to decipher the diverse patterns that would lead an average investor on a treasure hunt looking at hundreds of products but still incapable of choosing the right investment.


Fundamental Analysis

It is crucial that our evaluation of potential services takes into consideration the rather complex basics. World Capital Advisors’ analysts employ intricate fundamental assessment analyzing results that guide markets in both the long and short term. World Capital Advisors’ market analysts are more interested in the long-term, focusing on the firm's debt, earnings and sales, among other relevant information.

World Capital Advisors uses a process integrating Multifaceted Forensic Analysis in which our analytical department intensively analyzes the complex mechanics of the business. World Capital Advisors carries out a full and comprehensive review of the operations of the business as well as the management team. We systematically analyze the related sector involved, enabling us to create a comprehensive overview of the prospective business operations in its industry classification.