For Individuals

Investment advisory for individuals

Personal consultations for investors, investment strategies and analytics services

IQ Smart Capital is your guide in the world of financial success and stability. We offer more than just consultations; we provide an individual approach tailored to your unique needs and goals.


Our consultancy services go beyond mere market analysis; we develop investment strategies that match your style and comfort level. With deep knowledge and years of experience, we help you make informed decisions in the financial world.


We believe every client is unique, so we strive to ensure each consultation addresses your needs and tasks. Our goal is not only to provide you with information but also to teach you how to analyse the market and make decisions that lead to achieving your financial goals.


As your partners in investments, we guarantee you high-quality service and ongoing support on the path to success. Welcome to the world of IQ Smart Capital, where every step you take leads towards financial freedom and prosperity!




Consultations and in-depth analytics of the investor's portfolio

  • Consultation and analysis of portfolio investment efficiency
  • Consulting and fundamental analysis of company shares
  • Analytics and consulting on the financial health of the company
  • Consulting and analysis of historical profitability
  • Consultations and analysis of expected profitability
  • Analytics and consulting on portfolio risks
  • Consultations on taxation of investments


Individual consultations: Financial and Tax, etc.

  • Tax optimization strategy for investors in Ukraine
  • Consultations on strategic portfolio diversification
  • Consultations on portfolio profitability optimization
  • Consultations on the risk profile of the investor

Consulting on macroeconomics and forecasting

    • Analysis and forecasting of the macroeconomics of the investment region
    • Assessment of the current situation in the economy of the investment region
    • Recommendations for adjusting the investment strategy
    • Strategies for minimizing risk based on economic expectations

    Investment Advisory from IQ Smart Capital experts

    As an expert in the field of investment and finance, IQ Smart Capital can offer you high quality service, a modern fundamental approach and confidentiality.


    As an investor, you may be interested in financial planning, determining the investment horizon, mathematical and statistical calculations of risk parameters and expected returns. All these questions can be the subject of individual consultations for individuals.


    It should be noted that we do not provide investment advice and recommendations that answer the question “buy, sell, hold assets and/or financial instruments in the portfolio?”. Such decisions are made by the investor at his own risk, the investor must independently consider his options and make a decision based on the information available to him.


    Advice on Portfolio Diversification and Risk reduction

    There is always a financial and investment risk, and this must be remembered, therefore, each investor makes all investment decisions himself and bears the risk of losses, financial losses, legal and tax consequences of his investment decisions.


    Our mission is to provide the investor with assistance and information to make informed investment decisions on their own. We provide knowledge, analytics, data and specialized calculations on the list of assets that the investor wants to have in his portfolio, and which he selects in the portfolio as an object for investment.


    Сonsultancy on Financial Engineering for Investors

    Modern financial engineering and risk management capabilities, combined with experience and knowledge, can be useful for beginners and professional investors who want to reduce risks and increase profitability.


    You can find out more relevant and useful information about modern investments in US stocks and funds on the main page of the site.


    Please fill out an application for a free online consultation about the service Investment advisory for individuals, and our experts from the main office in Kyiv will contact you at the next working time!


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    See the price of services on the page - Prices for services

    Advice and analysis of stocks for investors, Kyiv
    Advice and analysis of stocks for investors, Kyiv
    Investment advice in Ukraine, how to invest in 2023 and 2024
    Order a consultation on an investment portfolio in Kyiv
    Investment advisory services on how to start investing
    Individual consultations and analytics for investors

    Individual consultations and analytics for investors

    Analysis of economic indicators and company metrics, checking important performance, liquidity and financial health metrics.

    Consultancy on economic and financial matters

    Consultancy on economic and financial matters

    Consultancy on process, pitfalls and investment strategies. Planning and development of portfolio targets.

    Our Approach: Investment advice for individuals

    First of all, we understand and respect the financial goals of our clients. To do this, we discuss your needs and take into account your tolerance and appetite for risk. In a way, we are also trying to dissuade clients from a simplistic understanding of the market and provide a deeper understanding of the broad possibilities of the stock market.

    As a partner in the world of finance, IQ Smart Capital strives to create value for its clients through technology and knowledge in the field of finance and investment! Before concluding an agreement, we advise our clients, study their financial situation and the possibilities of long-term, successful and mutually beneficial cooperation.

    Our Advantages: Consultations for Portfolio investors

    We use a competent fundamental approach, modern analytical tools to develop strategies and implement the tasks of our clients! In our work, we focus on the stock market and ETFs of different asset classes, as these financial instruments provide an opportunity to achieve your goals and get a higher return per unit of risk than the broad market.

    We mainly use long-term Relative Return Strategies, the purpose of which is to obtain a higher return per unit of risk, or to obtain a similar return, but with less risk.

    We use a unique risk analysis and management system, which makes it possible to provide a stable return on investment and the optimal level of risk that is most suitable for our clients in the medium- and long-term period.

    Benefits for Clients: Unique investment solutions

    Clients of IQ Smart Capital can take advantage of modern wide opportunities of the stock market, have their own independent and unique investment portfolio that can cover average annual inflation, can provide high efficiency and stable results in in the medium- and long-term period.

    A unique risk monitoring and management system allows us to adapt а current investment portfolio in advance to future changes in the economy. It also allows us to achieve a truly stable return on investment, depending on the strategy, goals and investment horizon!

    Our Experts

    Professional Financial engineering and Risk management of Portfolio investments. Research and Analysis of the stock market, Investment in US and European stocks. Development of Quantitative Investment Strategies, Smart-Beta Strategies and Relative Return Strategies.


    Studied investment management and finance at MIM-Kyiv Business School. Studied at Tepper School of Business at Carnegie Mellon University (USA).


    Many years of business management experience, entrepreneur with 25 years of experience. He has an MBA degree from Business School MIM-Kyiv, Master of Laws, specialist in financial and banking law.

    Zair Iusupov

    CEO and Chief Investment Strategist

    Private Wealth Management, Development of Investment Strategies and Investment Advisory

    Useful information on the section

    Individual investment consultation in Kyiv

    Individual investment consultations in Kyiv

    Investments are becoming an increasingly important component of successful financial planning. In Kyiv, you can access individual investment consultations that will help you develop an investment strategy tailored to your goals and needs. During the consultations, you can discuss various aspects of investments, including choosing an optimal portfolio of stocks, bonds, and other financial instruments. Qualified consultants will analyze your financial situation, assess your investment experience and risk profile, and help you develop a personalized plan of action. Investment consultations in Kyiv also offer the opportunity to discuss current trends in financial markets, analyze past and current financial performance of companies, and explore prospects for future growth. When forming an investment portfolio, both global and regional factors are taken into account. For example, in the United States, stocks of companies such as Apple Inc. (AAPL), Amazon.com Inc. (AMZN), Microsoft Corporation (MSFT), and Alphabet Inc. (GOOGL) are popular investment targets due to their stable growth dynamics and leadership in innovation. Thanks to the individual approach and professional support of consultants, investment consultations in Kyiv will become a reliable and effective tool for achieving your financial goals.

    Investor consultancy: what questions can be discussed?

    Consultations for investors: what questions can be discussed?

    Investor consultations offer a unique opportunity to receive detailed information and expert opinion on global financial markets and investment prospects. During the consultations, you can discuss a wide range of issues, from strategy formation of an investment portfolio and selection of stocks to analysis of market trends and risk management. Qualified consultants will help you identify your investment profile and goals, as well as select the most suitable investment instruments and strategies according to your needs and expectations. An important aspect of consultations is the analysis of current trends and events in the market, including assessing the impact of political and economic factors on investment decisions. When discussing investment opportunities, investors can also consider stocks of companies actively traded on US stock exchanges, such as Tesla Inc. (TSLA), Facebook Inc. (FB), Netflix Inc. (NFLX), and others, which attract investors' attention due to their growth potential and innovative activity. Through investor consultations, you will be able to make informed decisions and achieve desired results in the field of investing.

    Ordering investment consultation in Ukraine, Kyiv

    Ordering investment consultation in Ukraine, Kyiv

    In a rapidly changing financial environment, it is important to have access to professional investment consultations to make informed decisions. In Kyiv, you can order an investment consultation and receive personalized recommendations from experienced experts in the field of investment. When ordering a consultation, you will be provided with individual advice and analysis of your financial situation, as well as recommendations for investment strategy and portfolio formation. Qualified consultants will help you assess risks and opportunities in financial markets, as well as help you develop a strategy that meets your financial goals and needs. When discussing investment opportunities, you can also consider stocks of companies, including Boeing Co. (BA), Coca-Cola Co. (KO), Procter & Gamble Co. (PG), and others, listed on US stock exchanges and attracting investors' attention due to their stability and dividend payments. Order an investment consultation in Kyiv today and start effectively managing your finances to achieve your financial goal.