Portfolio Management

Our experienced specialists will meet your investment expectations.

The "Portfolio Management" service is the most reliable way to achieve your goals!

What is Portfolio Management?

If you don't want to spend your time tracking and analyzing market movements, the most successful solution for you is the "Portfolio Management" service. The main goal of the service is to preserve and increase the value of the client's capital.

The minimum investment amount is set at 10 000 AZN or 10 000 USD.

There are 3 main investor categories in portfolio management: "Cautious," "Rational," and "Maximalist."

We would like to inform you that for individual clients, the commission fee for asset management is 1%, while the commission for intermediation services on exchanges is 0%.

Choose your portfolio category

"Cautious" investor

The "Cautious" investor is primarily focused on preserving their resources.

Investors in this category form their portfolios using instruments that offer maximum safety and only have a low-risk level. They focus on bonds and other reliable financial instruments based on their priorities. This investor category, seeking stable and risk-free income, prefers long-term investments.

Below is a more detailed breakdown of portfolios and existing conditions for our "cautious" investors.

AZN currency portfolio

  • Up to 8.00%

USD currency portfolio

  • Up to 4.30%

Currency risk-protected portfolio (up to 2.30%)

  • Up to 4.95%

"Rational" investor

For many, the most optimal strategy is to form a balanced investment portfolio.

Portfolios in this category consist of low and medium-risk instruments. Low-risk instruments provide stable income, while medium-risk instruments offer higher returns. Overall, such a combination is perfectly suitable for a "rational" investor, ensuring a moderate level of profitability.

Below is a more detailed breakdown of portfolios and existing conditions for our "rational" investors.

AZN currency portfolio

  • Up to 10.00%

USD currency portfolio

  • Up to 6.00%

Currency risk-protected portfolio (up to 2.30%)

  • Up to 7.00%

Fully hedged portfolio

  • Up to 5.30%

"Maximalist" investor

The "Maximalist" investor considers risk and aims to maximize returns from their resources.

A well-diversified portfolio will help these investors maximize their profits. It should be noted that investment strategies promising high returns have recently attracted significant interest in the market.

Below is a more detailed breakdown of portfolios and existing conditions for our "maximalist" investors.

AZN currency portfolio

  • Up to 14.00%

USD currency portfolio

  • Up to 9.50%

Currency risk-protected portfolio (up to 2.30%)

  • Up to 11.20%

Fully hedged portfolio

  • Up to 9.30%