Investment is a strategic process and it is so important at
economic-entity & macro level that sustainable development
goals may not be achieved without regarding the same. Investment is sacrificing
any current value (which is usually specified) in the hope of attaining any
value in future (whose size or quality is usually unspecified). In other words,
an investor sacrifices a specified value at present in order to attain his
intended value in future.
Types of Investments
Investment may be classified from varying
- Short Term: It covers
early-return investment activities or investment within a short period, e.g.
two years. In other words, in such investment, firstly, the investment may be liquidated, like transaction
of stocks; secondly, its transaction value
at any time may be specified; and thirdly, it goal is, in all likelihood,
is financial oriented and there are no goals such as organizational
- Long Term: Investment is
made on productive assets, leading to intermediate or final products or
both. In an economic entity, investments in purchasing plants and/or
construction of the same, real estates and machinery are regarded as
long-term investments. In macro economy, civil activities of the Government
are regarded as long-term investments. A long-term investment life ranges between two to
Type of Asset Perspective
- Investment in non-financial
assets, such as goods, buildings, etc.
- Investment in financial
assets, like investment in varying securities (participating bonds,
preferred shares, ordinary shares)
Provision of Services
Amin Nikan Afagh Investment Advisory Co. provides services listed
below, upon relying its investment specialists’ skills and knowledge:
Provide consultation concerning mechanisms of investment
in the listed and OTC-traded securities.
Evaluate investors’ risk tolerance by making use
of information extracted from the questionnaire of investors’ risk tolerance;
provide consultation in respect of any investment; provide consultation
concerning any risk management.
Propose optimal composition of investment
portfolio, separately for varying industries, on the basis of the consultant’s
evaluation of the investor’s risk tolerance.
As requested by the investor, to provide
periodic analytic reports on performance and status of investments made by the
investor and administered by the consultant.
5) Express opinion and provide practical report on
macro-economic variables such as foreign exchange rate, inflation, various
Provide recommendation about purchase, sale or
keeping shares at stock exchange and OTC, listed or OTC-traded sukuk;
investment units of mutual funds, listed derivative instruments, precious
metals and other types of securities.
Provide analytic reports on financial markets,
varying companies and industries, if requested by the investor, including:
Provide analytic reports and views in respect of
trend of price or supply & demand of types of listed or OTC-traded
securities and precious metals in the past and future and express a
professional opinions concerning them؛
Provide fundamental and technical analysis on
each share requested by the investor and express an opinion about the same؛
Analyze the trend of supply, demand, prices and peripheral
factors affecting a certain industry or market, upon request made by the
D) Provide practical periodic reports on
developments and events in micro and macro fields in financial markets or
certain industries, upon the investor’s request, and express an opinion about
the associated effects؛
Provide consultation about and analysis of the
market and investment opportunity, and selection of project for investment.
Provide consultation about and set prices in
10) Provide consultation
concerning investment procedure, duration and volume of investments in projects.
consultation concerning enter into partnership with companies and selection of
investors and financial and trading partners.