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2.1

STARTING TO INVEST

KEY STEPS FOR EFFECTIVE INVESTMENT

2.1.1.
STEP 1

DEFINING THE INVESTMENT GOAL

Defining goals is the foundation of investment process. Investments are evaluated in terms of how they will reach these investment goals.

2.1.2.
STEP 2

DEFINING THE INVESTMENT TIMELINE

The investment timeline concerns the duration of the investment and is directly linked to strategy planning and the selection of the most suitable products to comprise the portfolio.

2.1.3.
STEP 3

UNDERSTANDING THE RISKS

An important factor in investment decision-making is the Investor’s tolerance to risk. According to the risk profile that is created, an appropriate strategy is designed and the most suitable financial products are selected according to this guideline.

2.1.4.
STEP 4

DEFINITION OF INITIAL CAPITAL

The amount of the initial invested capital and the ability for periodical payments define the most appropriate investment design for reaching the Investor’s goals.

2.1.5.
STEP 5

CHOOSING A SERVICE

HellasFin provides two main investment services according to the needs, goals and profile of the Investor.

  1. Investment Advisory
  2. Discretionary Management
2.1.6.
STEP 6

CHOOSING A CUSTODIAN

For the safekeeping of securities and assets, a custodian is chosen, being either a Bank or Investment Services Firm, based on the Investor’s personal criteria and the services offered by the custodian.

    2.1.7.
    STEP 7

    OPENING AN ACCOUNT

    The following is required for opening a personal investment account:

    • submission of necessary documentation
    • submission of necessary information on the provenance of the money
    • signing of contract with the custodian (Bank or Investment Services Firm)
    • signing of contract of Investment Advisory or Discretionary Management
    2.1.8.
    STEP 8

    STARTING THE INVESTMENT PROCESS

    The investment process is coordinated and implemented by HellasFin, particularly its certified executives who hold extensive experience in investments.