Investment advisory service is defined as “comments and recommendations made by a licensed investment company about capital market instruments and partnerships and businesses which issued those instruments, to a certain individual or a group of individuals having similar financial positions, risk preferences and return preferences, upon demand of such individual or without demand.” Thousands of items of data are generated and many economic developments happen each and every day in the Turkish and international markets, so that investment companies which can make the very right investment decisions by assessing the opportunities created by the fluctuations of the markets due to such data and developments through their professional knowledge and techniques are needed more and more.
Investment advisory services may be provided by stock brokers, investment bankers, development banks and portfolio management companies licensed by the Capital Market Board. Kuveyt Türk Portföy provides its customers with the services in question to need their above mentioned needs by sticking to the international interest-free financing principles.
A ‘Suitability test’ will be conducted first to the investor to be provided with investment advising services. The purpose of the Suitability test is to find out the customer’s investment purposes, financial position, knowledge and experience to select the best product and service for the customer.