Asset management steps

Asset classification

In order to better manage the financial assets, Heldir Financial Group evaluates and budgets current assets, non-current assets, as well as related expenses and expenses, with full knowledge of its assets and subsidiaries. It is important to determine what part of the group’s income will be spent on essential expenses, what part of it will be spent on unnecessary expenses, and what part will be spent on investments. In a way, all the decisions of the group in the next stages are related to the first stage, and we always consider this stage as one of the most important principles in the financial management of the group.

Identify investment opportunities

Asset management and investment options are very diverse. For this reason, we at Holdir Financial Group are always looking to optimize investment decisions by examining markets and identifying investment opportunities. A variety of methods such as direct investment in the stock market, bank deposits, investing in bonds, mutual funds including fixed income funds, gold backed funds and charitable funds are among the various options available to group managers.

 Choosing an investment approach

After categorizing the assets and identifying the available options, decisions are made about investment opportunities. This decision depends on several factors. The amount of assets, the amount of income, the risk-taking of the group and the economic situation of the country and the conditions of the global economy are very important factors at this stage. Returns are measured in accordance with the risk of investment plans and opportunities in the group, and finally, taking into account the considerations of subsidiaries, important decisions are made in this regard.