Investing and portfolio management are processes related to the allocation and management of financial resources in a manner aimed at achieving a sustainable return over the long term. Here are general steps for investment and portfolio management:

• 1. Determine investment goals: Before we start investing, we must define your financial goals. What is the expected return? Are you aiming for capital preservation or sustainable growth? Determining your goals will help us make the right investment decisions.
• 2. Determine the level of risk: We must assess your willingness to take financial risks. Do you prefer high risk with the opportunity for high return, or do you prefer limited risk and more stable investments? This will help you select the right assets for investment.
• 3. Diversification: Diversifying your portfolio is key to reducing risk and achieving sustainability. We distribute your investments across various asset classes such as stocks, bonds, commodities and real estate. Diversification helps enhance return opportunities and reduce the impact of declines in one market on your entire portfolio.
• 4. Conducting research and analysis: Before investing in any asset, we conduct the necessary research and analysis. And the study of financial markets, companies, economic trends, and political factors. We use reliable sources of information for that.
• 5. Preparing an investment plan: based on goals and risk level.
• 6. Performance follow-up: We monitor results and prepare periodic reports.