+380 (97) 533-87-78
Free consultations
For Businesses
Investor Profile (Eng, Ukr)
Download PDF
Risk Tolerance (Eng, Ukr)
Strategic Asset Allocation (Eng)
Investment Planning (Eng)
General Process (Eng)
Development of a Financial Strategy taking into account the business environment
IQ Smart Capital offers services for the development of a financial strategy for the growth and functioning of the company, which is revealed in the adoption of strategic financial issues that are important for the owner. If the owner of the company determines the goal, mission and direction of the company, then at the level of financial strategy the issues of the capital structure (proportions of equity and debt capital), sources of financing, determining the cost, margin parameters, the depth of collection of financial analytics in the company are resolved.
The main goal of developing a financial strategy is, on the one hand, to balance the interests of the owner (the main investor) in terms of return on invested capital, and on the other hand, the interests of consumers or buyers of the product that the company produces.
Since in the middle of these two poles is the company's operational activities (value chain), its internal organization and process structure can be adjusted in such a way as to optimally balance the interests of all business participants, including the interests of the company's management and personnel.
The value that the business owner receives is a viable and balanced business model that generates cash flow, develops steadily (optimally in terms of the macroeconomic environment) and achieves the goals set by the owner.
You also need to keep in mind that the financial strategy works to implement the overall strategy of the company, which must be developed and accepted by the owner before the development of the financial strategy begins. That is, decisions must already be made about the market, the geography of the company's activities, the range of products (or services), as well as decisions regarding the positioning of the company in the market.
The new or adjusted Financial Strategy takes into account the company's strategic goals and ways to achieve them, reveals the financial side of the company's work and is aimed at implementing the company's overall strategy.
If you are also interested in the services of IQ Smart Capital in the field of portfolio management or investment in US stocks, please contact us by phone numbers on the contacts page. You can get a free initial online consultation.
You may be interested in our investment training courses for beginners or experienced investors. Please leave a request, and our staff from the main office in Kiev will contact you to discuss your request!
We provide a range of services for the development or adjustment of the financial strategy of a business or company as a whole. The business is not retiring!
Strategic mistakes are very expensive, we can help you solve this problem! Strategy is a way to achieve the goals of the owners and the business as a whole.
Our Approach:
IQ Smart Capital, as an expert in the field of finance and investment, provides its clients with unique opportunities and expertise that will create value and increase the fundamental value of the business. We understand well how to optimize processes, build a system of financial control, give business owners confidence and control over financial performance and the company as a whole. Acting as a partner and strategic consultant, IQ Smart Capital will be able to bring economic added value to the business, create an effective system of strategic managerial accounting and control of the company's finances. For business owners, we are ready to find the best solutions to those problems that haunt them and take a lot of time and energy!
Our Advantages:
For the purposes of our clients, we use fundamental knowledge and modern technologies, digital solutions, Big data Analysis, Business Intelligence, and other modern approaches to implement an analytics system and control the company's finances. For start-ups and growing companies, we provide our deep knowledge in the field of finance and investment, develop and implement only those solutions and models that are needed and necessary for the company at this stage of the life cycle. We use only those financial indicators and models that are justified and necessary for a particular company, taking into account the specifics of the business, geography, as well as the level of complexity of the company's operations.
Benefits for Clients:
IQ Smart Capital clients can take advantage of our experience and knowledge, analytical capabilities and many years of experience, which are expressed in thoughtful and effective financial and economic decisions. A systematic approach and responsibility to clients allow our clients to receive real economic benefits, minimize the risks and costs of the company, as well as a stable and long-term growth of the company's fundamental value.
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
