Investment management

Different investments are the ways in which we accumulate money during our lives within different money management programs. There are investments whose profits are intended for a specific purpose, and there are investments intended for any purpose.

Who is suitable to hold investments?

The cliché says that investing is for capitalists. You need capital to invest. But this is not the truth. Anyone can invest, even if it is a very small amount. Although the larger the starting amount, the more you can invest and accumulate more, but for most investors, the goal is to start with a possible amount and accumulate capital over the years. Investment is a type of savings that is suitable for everyone, when you have to make sure that the investment is suitable for the investor.

Provident funds and savings policies

  • A provident fund is a group fund in which each investor receives a return according to the percentage of his investment in the fund. The provident fund is managed by an insurance company or an investment house.
  • A savings policy is a private investment that can be made through the insurance company. It is a popular medium-term investment product, and the savings can be used at any time because it is not limited to the life situations of the policyholder.

Why invest?

Whether it is a provident fund or a savings policy, the investment is questionable – why invest when investing is a kind of bet? The simple answer is statistical – the investment pays off. In order to generate reliable savings, you can start investing at a low risk level. This means that there is a very high chance that the investment will yield a return that is a net profit for the investor. If and when the investor is in a financially stable situation and is able to do so, he can invest at a higher risk level in order to try to earn a higher return.

Through a low-risk investment, the investor can examine the investment house or the insurance company that manages his investments and see how skilled they are, what the management cost they charge compared to competing investment houses, and whether the strategy they set for him is indeed suitable for his investment. All these are important elements when deciding on an investment and choosing an investment manager.

Important information

Investing is indeed a gamble, but it is a calculated gamble. The higher the level of risk, the higher the chance of a high return. Investment management is a job that requires a lot of knowledge and time. Most of us cannot spend our time in front of financial reports, therefore it is important to find the right investment manager, who knows how to steer our investment towards a high return.

At the Yanshuf agency, we understand how important it is to make sure that our customers understand in depth what is included in their policy and what is offered to them. To this end, we carefully and sensitively selected Yanshuf agents, according to their experience and their high service capabilities. With us at Yanshuf, there will be no situations where the client is not knowledgeable about his investment and does not understand what he is signing, and where he is sending his money. We invite you to contact our agents and get all the information in the most accessible way.

Stay covered!

Yanshuf agents are happy to help with anything you need. Send us a message and we’ll get back to you with all the information you require.