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The portfolio management team managed to thrive and manage portfolios that exceeded 650 million pounds in efficient and effective way during first year of the activity

Evolution of Business since Acquisition & Portfolio Activities

News & Blog

The portfolio management team managed to thrive and manage portfolios that exceeded 650 million pounds in efficient and effective way during first year of the activity

Evolution of Business since Acquisition

2018 : Acquisition of portfolio management company.

2019 : Equity capital increase and license for fund management and license establish financial company.

Late 2019 : The start of the company’s strategy based on specialization in a unique investment strategy and targeting distinguished clients.

2020 : The company thrived in achieving highest rate of return on investment even in coronavirus crisis to achieve average return on investment above 75%.

Evolution of portfolios activities

Clients number (+30 Clients) :

We use focused strategy to target special segment of clients that we valued high who investment in local and foreign currencies.

Portfolio Yield ( %45+ ) :

The moderate performance of portfolios because of the integration of the company that made the portfolio exceeded 45% since the start of the company as a result of the notable and thoughtful investment policies pursued by the company.

Exceeding the size of managed portfolios ( 650,000,000 EGP ) :

The portfolio management team managed to thrive and manage portfolios that exceeded 650 million pounds in efficient and effective way during first year of the activity.

Zaldi Investments seeks to be an investment bank that provides integrated non-banking financial services!