Individual Portfolio Management
Individual portfolio management is a service which consists of the formation and management of client portfolios based on the client’s financial status, preferred risk-reward ratio and the duration of the investment. Additionally the service includes informing the clients periodically regarding their portfolios.
Your portfolio is managed on behalf of you proxy.
If you want to benefit from ICBC Securities’ individual portfolio management service, first you are given a “qualification test” and then you are required to sign the framework agreement. The qualification test is the assessment of the compatibility of your goals, financials, knowledge and experience. Individual portfolio management service will be provided depending on the results of the qualificaiton test.
The minimum required amount for individual portfolio management service is 250.000 TL.