Asset management
Asset managment services is designed for customers who, by virtue of its core activities often do not have time to watch the markets daily, but want to invest in shares.
This product is offered only to large private investors. Today, anyone who has 5 million tenge, becoming a customer Kazkommerts Securities may receive high quality services of individual portfolio management.
Service Specifics:
- No need for self-study analyst reports, market monitoring, search, crisis decision-making;
- The investment portfolio is formed by a team of professionals who are daily engaged in monitoring markets;
- The portfolio is carefully analyzed and constantly adjusted according to the situation in the markets, taking into account all possible risks;
- Individual approach.
Use professional services of our experts in asset management. We will take into account all your wishes and will form a personal investment portfolio based on our consolidated forecasts of analysts, the indicators of technical and fundamental analysis.
Rely on professionals, and we meet your expectations!
Principles of management
Investment professionals of Kazkommerts Securities are to maximize portfolio returns in accordance with the chosen strategy:
- Speculative;
- Basic;
- Stable.
Speculative strategy is suitable for those investors who are willing to invest in short-term and want to earn good money. Profitability of the portfolio is high, with high risks;
The basic strategy is designed for those who plan to invest in long term: the future of children, a comfortable old age, etc. Profitability of the portfolio is moderate, but at the expense of long investment can achieve financial success in the future.
Investors are not willing to take high risks, while waiting for the stable growth of investments, proposed a balanced strategy with a high proportion of bonds in the portfolio.
The main parameters of services:
- Minimum investment: 5 million tenge.;
- Subsequent investment: 500 thousand tenge.;
- High liquidity of the portfolio;
- Actively managed strategy;
- Management Fee: 2% per annum of the average value of the portfolio;
- The prize for success: 25% of the excess return over the actual deposit rate Kazkom «Best».
How to open an account?
To open a personal account of the need to issue the following documents:
For individuals:
1. Provide a copy of identity document (passport, identity card).
2. Provide a copy of the certificate of registration of the taxpayer issued by Kazakh tax authority (RNN)
3. Sign the treaty on investment portfolio management
4. Fill out the order to open a personal account (the form in Appendix № 1 of the Treaty)
For corporate:
1. Provide a copy of the certificate of registration of legal entities and statistical card (for residents);
2. Provide a card with specimen signatures of authorized persons, notarized.
3. Sign the treaty on investment portfolio management
4. Fill out the order to open a personal account (the form in Appendix № 1 of the Treaty)
Opening accounts and transactions are possible only after complete delivery of all original documents required.