What we do
Empowering Clients With Integrated Financial Solutions.
Karoll Group delivers a wide spectrum of expert financial services through four specialized business divisions. Each is driven by a shared commitment to innovation, integrity, and long-term value.
Brokerage
Access to global markets via a leading trading platform.
Our brokerage services enable individual and institutional clients to trade a wide range of financial instruments on international and domestic exchanges. Through our partnerships and cutting-edge platforms, we offer seamless execution, competitive pricing, and trusted expertise.
- Retail brokerage leader for 15+ years
- 1st to introduce an online trader on the Bulgarian Stock Exchange
- Serving thousands of retail and institutional clients
- Direct access to over 100+ global markets through strategic partnerships like Interactive Brokers
Asset Management
Custom investment portfolios for individuals and institutions.
Our asset management team oversees hundreds of millions in assets, offering a range of mutual funds, discretionary portfolios, and tailored investment strategies.
- BGN 500M+ under management.
- Launched Bulgaria’s first equity mutual fund
- Award-winning fund performance over multiple years
- Focus on long-term capital growth and sustainable investment principles
Investment Banking
Advisory on M&A, capital raising, and restructuring.
We provide corporate finance advisory and execution services for growing companies and investors. With deep local insight and strategic partnerships, we enable ambitious transactions.
- Proven partner in major local deals with 75% market share of IPOs on Bulgarian Stock Exchange
- Structured and led the first IPO on BSE
- Advised on numerous M&A, equity, and debt deals across sectors
- Deep knowledge of the local regulatory environment and access to international capital
Insurance and Pensions
Protecting what matters. Planning what’s next.
We offer tailored advisory services for individuals and businesses looking to secure their future. With access to top global insurers and pension funds, we help clients make confident, compliant choices.
- Nationwide office network; part of the Karoll Financial Group
- Offers products from all insurance companies and pension funds
- Negotiates optimal terms, administers policies, and provides full documentation support
- Provides claims assistance and insurance audits for corporate clients
- Delivers free-of-charge, personalized service with confidentiality and innovative solutions