Advisory
mandate

Harness the complete spectrum of Raison's knowledge
and proficiency.
Maintain control over
your investments
Our expert strategies align with your goals, offering constant
support while giving you the final say on all investment decisions.

Why opt for an advisory mandate?

Control
  • Retain complete control over your investment choices while receiving tailored strategic and tactical advice to meet your specific needs.
Specialized professional
  • Access personalized investment guidance from your assigned relationship manager.
Portfolio monitoring and research expertise
  • Take advantage of our daily portfolio monitoring and research proficiency by accessing our analytics.
How does it work?
Our top priority is understanding your needs and goals. We explore questions such as what matters to you, your desired level of involvement in investments, investment horizon, risk profile, and themes of interest.
Once this process is complete, you, along with your relationship manager, define the desired interaction frequency. Your advisor will actively support you with personalized investment ideas, giving you the flexibility to implement choices that suit you.
Learn
Answers
to frequently
asked questions
Placed in one place with care so you don't have to search for it.
Can I personalise my advisory mandate?

You can opt for different investment strategies and profiles based on the model, your risk tolerance, and investment horizon. Ultimately, you retain control over every investment decision.

Why should I opt for an advisory mandate at Raison?

Raison provides an extensive array of in-house solutions, complemented by our open architecture that permits investments in vehicles managed by carefully chosen fund managers.

Additionally, our senior management is available to address your queries regarding our investment strategy or broader market discussions.

Raison also offers a broad range of investment instruments for your consideration.

How frequent is the interaction with Raison?

The frequency of interaction depends entirely on your personal preferences and the specific mandate you select. It can range from monthly, weekly, to even daily interaction.

Make your life simpler with one click

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© Raison, 2018-2024

Raison means Raison FinTechnologies Inc. and it’s wholly owned subsidiaries Raison Securities Ltd. (“RKZ”), Raison Asset Management Corp. (“RVG”), UAB Raison Markets (“RLT”), Raison Services OÜ (“REE”) and Raison Digital Ltd (“RBZ”).

Brokerage services are provided by Raison Securities Ltd., a registered broker dealer regulated by Astana Financial Services Authority with license AFSA-A-LA-2023-0004.

Asset management services are provided by Raison Asset Management Corp., authorised by BVI Financial Services Commission as Approved Investment Manager, Certificate № IBR/AIM/15/0110.

Investment advisory services are provided by RVG registered with U.S. Securities and Exchange Commission , SEC #801-107170 and RKZ regulated by Astana Financial Services Authority with license AFSA-A-LA-2023-0004.

Virtual currency exchange services and depository virtual currency wallet services are provided by UAB Raison Markets, regulated by Lithuanian Financial Crime Investigation Service.

Data processing and KYC verification services are provided by Raison Services OÜ.

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The information provided on this website holds solely informative purposes and does not contain investment and/or any other recommendations. The content can be changed at the discretion of the copyright holder. The information does not represent the opinion of Raison or its affiliates and cannot guarantee its completeness or accuracy. Investments made through the services provided by Raison should be considered as tools to diversify your current investment portfolio and should only be made in consultation with an independent qualified investment and tax advisor. Neither Raison nor its affiliates provide any investment, tax, legal, or other advice or professional services through this communication channel. No communications from Raison, through this website or any other medium, should be construed as an investment recommendation. Furthermore, nothing on this website shall be considered an offer to sell or a solicitation of an offer to buy any security to any person in any jurisdiction where such offer, solicitation, or sale is unlawful.

In case you are unsure about the meaning of the information provided, seek the guidance of a qualified advisor. Investments made through Raison's services are speculative and risky. They are suitable for investors who are prepared to potentially lose all or a part of their investment. Prospective investors should avoid investing a significant portion of their liquid assets. Investments made through Raison cannot guarantee the achievement of investment objectives, and results may fluctuate significantly over the investment period. Past performance does not guarantee future results.Investors are strongly discouraged from considering investing solely in one product as a complete investment program. The share price of funds, as well as investment income, can both rise and fall and may be affected by fluctuations in exchange rates. The described services and products may not be intended for US and UK citizens/residents. Shares and units of foreign issuers may only be available to qualified investors.

Virtual assets/currencies available via Raison are not issued by Raison, and all information related to such virtual assets/currencies is the responsibility of the issuer. Raison, its officers, directors, agents, or employees do not provide any recommendation or endorsement regarding any virtual assets/currencies. If you have inquiries regarding legal, financial, or tax-related aspects concerning your engagement with Raison, it is advisable to seek guidance from a qualified professional advisor.

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