Aman Invest Ltd
Personalized private wealth advisory
Preserve. Grow.
Pass on.
Aman Invest Ltd is a company specializing in personalized portfolio advisory for private clients
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40+
High-net-worth clients trust us with their assets
$300 000
Average portfolio size per client
$50 000
Minimum threshold for advisory
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The Aman Invest Ltd team - 70+ years of combined experience in finance and consulting
CEO & Founder
Independent financial advisor and investor with 14+ years of experience. Licensed participant of the AIFC, regulated by AFSA
$30,000,000+ in private client assets under advisory
35+ entrepreneurs under personal advisory, including Forbes Kazakhstan members
500+ individual consultations since 2020
Former analyst at the Kazakhstan Stock Exchange (KASE)
Completed dozens of international programs in behavioral finance and investing
Personal advisory
AIFC
Private wealth
Independent director
Advocate of value and factor investing, with over 10 years of experience in international public market investing
Graduate of the University of Oxford MBA programme and Imperial College London MSc programme
Worked at Boston Consulting Group, Shell, Eni, and Naftogaz
Serves on the Boards of Directors of Kazakhtelecom and Integra Central Asia
Author of the “Rational Investor” Telegram channel
Public Markets
BCG
Value Investing
Executive director
Senior executive with 15+ years of experience in Kazakhstan’s financial sector and international markets
Worked at HSBC, RBS, Citibank, and Islamic Bank Al Hilal
Led compliance at First Heartland Securities and Investbanq in Singapore
Appointed CEO and Member of the Board of Directors of Cronex, an AIFC-registered crypto exchange, in 2025
Certified digital assets expert
Compliance
AIFC
Corporate Governance
Financial advisor
Finance expert and independent business consultant with 23+ years of experience. Founder of CFO Online
MSc in Finance, Warwick Business School · DipIFR, ACCA
Worked at Bank Caspian JSC and the National Innovation Fund
Top tracker of the EBRD mentoring programme for women entrepreneurs in 2024
Taught finance at AlmaU and IITU
Corporate Finance
ACCA
CFO
Chief Compliance Officer
Compliance and AML/CFT expert with eighteen years of experience in international financial institutions
Senior manager for compliance at ADCB Islamic Bank in the UAE
Worked at BTA Bank, Sberbank, Kazinvestbank, and Al Hilal Islamic Bank
Specializes in AML/CFT, sanctions monitoring, and KYC/CDD
Experience in trade finance and international banking operations
AML/CFT
Compliance
Islamic finance
Operational risk
reduced to a minimum
Client assets are held exclusively with banks ranked among the top five in their respective countries, with international legal protection
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Barclays
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J.P.Morgan
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Citibank
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BNY Mellon
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ING
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HSBC
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Bank of China
Investment platforms
One of the world’s largest technology-driven brokers, providing institutional-level access to global markets
Access to 150+ markets across 33 countries
Regulated by the SEC, FINRA, FCA, and other leading regulators
Account protection through SIPC up to $500,000
Free cash protection through the FDIC Bank Sweep program up to $2.75 million
Institutional-level order execution
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An international stock exchange within the AIFC, operating under the principles of English common law
Exemption from capital gains tax on securities
$11.9 billion in capital raised since launch
Meets the requirements of the FTSE Frontier Index Series
ISO/IEC 27001 certification for information security
2.3 million retail investor accounts in the AIX central securities depository
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Sample investment portfolios
Three strategies for different goals and risk profiles
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All-weather portfolio
A balanced passive portfolio for investors with a moderate risk profile and prior investment experience. Includes large- and small-cap equities, Swiss gold funds, and government bonds
Moderate risk
7–10 year horizon
Equities + gold + bonds
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Conservative portfolio
A passive portfolio for clients with a conservative risk profile. Composed exclusively of investment-grade bond funds with different maturities and internal structures
Low risk
From 1 year horizon
Bonds only
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Dividend portfolio
A portfolio for investors focused on regular cash flow. Built with dividend-paying stocks and funds from companies with a stable dividend history, a clear business model, and long-term capital growth potential.
Moderate risk
3–5 year horizon
Dividend stocks + funds
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Custom portfolio
A portfolio designed around the client’s specific financial goals, investment horizon, and tax situation. Allocation, instruments, and rebalancing frequency are determined individually
Any risk profile
Client-specific goals
Tax optimization
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