Maxim
Volkov
Assistance and expertise in management, investment and wealth management
Maxim
Volkov
Assistance and expertise in management, investment and wealth management
More than 20 years in finance, management and asset management
ABOUT MYSELF
Expert in investment consulting, crisis management and strategies.

Leadership skills, strong analytics and a team of professionals - the key to successful implementation of ambitious projects from scratch.

13 years of work in ATON group, one of the largest investment groups in Russia. Rose throught the ranks from a Specialist of the Treasury to a Partner of the company.

Was being an independent member of the Supervisory Board of the National Clearing Center for 4 years.

Have been developing new products and improving the risk management system of the Moscow Exchange.

Particiaped in work of National Association of stock market participants (NAUFOR).

In 2016, I have acquired and headed the Investment Group "Grandis Capital". Over the three years of my management the assets of "Grandis capital"'s clients have grown more than fivefold.

In 2019, I became the first individual entrepreneur in Russia who is a professional participant in the securities market, and was included in the Unified register of investment advisors of the Bank of Russia.

I know how to build a full-fledged platform for investment and brokerage business in Russia and international markets. I know what crisis management is.
I am sure that main component of investment business - Trust. Trust which is more between people than between companies, institutions and brands. The only way to earn Trust is to be competent in what you do, to offer your Clients only what you sure you can do and always be responsible for your words and actions.
MAXIM VOLKOV
SERVICES
WEALTH
MANAGEMENT
Elaboration and analysis of investment strategies
Audit of existing investment portfolios
Investment Advisor services
Advising on all issues arising during the investments of medium and large capitals:
Structuring of assets and capital
Cost optimization and risk minimization in investing
Tax planning
MANAGEMENT
Crisis management of investment business (professional participants of the securities market, private investment projects)
FINANCIAL CONSULTING
Disclosure of mandatory information
Disclosure of mandatory information in accordance with the Instruction of Bank of Russia from 28.12.2015 N 3921-U (ed. from 19.03.2018) "On the composition, volume, procedure and timing of disclosure of information by professional participants of the securities market" (Registered in the Ministry of justice of Russia 01.02.2016 N 40909):​

Individual entrepreneur Maksim Sergeevich Volkov (hereinafter M.S. Volkov)

Tax Identification No (INN) 772821754767
Phone number +7 (925) 514-78-52
E-mail address info@volkovmaxim.ru​

Starting from 10th of June, 2019 M.S. Volkov is included to Unified Register of Investment Advisors of Central Bank of Russia under No 44 and is a professional participant of securities market.

Starting from 5th of July, 2019 M.S. Volkov is a member of Self-regulating Organization The National Association of Stock Market Participants (NAUFOR).​

When performing his activities as a professional participant of the securities market M. S. Volkov is guided by the followings standards of the Self-regulating Organization The National Association of Stock Market Participants

1. The standard for making financial market transactions by an investment advisor





2. The standard for the protection of the rights and interests of individuals and legal entities - recipients of financial services provided by members of self-regulatory organizations in the field of financial market, uniting investment advisers

3. NAUFOR's internal standard "Code of Business Ethics"

After and in the case of M.S. Volkov's decision to provide investment consulting services through auto research programs, M.S. Volkov will also be guided in his activities by the following internal standards of NAUFOR:

1. Internal standard "Requirements for the provision of investment consulting services through auto-investigation programs"

2. Internal standard "Requirements for interaction with individuals when offering financial instruments, as well as services for making unsecured transactions"

Sample of contract offered by professional participant of securities market to his clients when providing services.

As of the current date, Annual accounting (financial) statements have not been submitted to the tax authority.

As of the current date, Interim accounting (financial) statements have not been prepared.

The calculation of own funds as of the current date has not been made.

The facts of technical failures and the facts of resumption of efficiency in the automated systems of M.S. Volkov are not recorded.

Legal disputes involving M.S. Volkov are absent.
COntacts