info@arman-ati.com
www.arman-ati.com
As a leading financial firm, we view it as our mission to contribute
solutions to the issues facing humanity. At Arman Ati, we know how
important it is for investment companies to play a positive role in the
economy and society at large.
Our desire is to help the next generation achieve their goals. We believe
that as one of the players in the world's financial industry, it is our duty to
contribute to the well-being and future of the international economy. In
this regard, Arman Ati has established an endowment Fund (Nikoukari
Honar Mutual Fund) for Iranian artists with collaboration of Art Credit
Fund.
CSR
Corporate Social Responsibility
We are responsible
Arman Ati
Investment Advisory
Authorised by the Securities & Exchange Organization (SEO)
Unit1702, SepehrSaeiTower, ValiasrAve,Tehran-Iran P.O.Box:14155-5856 Tel:+982188557577-9 Fax:+982188704998Arman Ati
is your local adviser to investment in
IRAN
Arman Ati
stablished in 2010, Arman Ati Investment Advisory is one of the first
E
legally authorized investment advisory firms in Iran. Arman Ati mission is providing the best investment and investment advisory services to its clients. Scope of services covers both Primary market & capital market, including Tehran Stock Exchange, Iran Farabourse (OTC), Iran Mercantile Exchange (IME), and Iran Energy Exchange (IEE), under supervision of Securities and Exchange Organisatoin (SEO) of Iran, and primary market. Arman Ati is one of the few firms in Iran that is legally authorized to provide advise and services in diverse range of investment related areas based on the following authorizations and certificates:Investment Advisor, registration No. 136001 by SEO, 2011 Issuing Securities, registration No. 154006 by SEO, 2011 Listing, registration No. 166368 by SEO, 2012
Portfolio Management, registration No. 169642 by SEO, 2012
Arman Sepehr Ayandegan (ASA) ETF - Mixed, registration No. 235121 by SEO, 2013 (The 1st ETF of Iran)
Arman Kosar Iranian ETF – Fixed Income, registration No. 325542 by SEO, 2014 Arman Andish Mutual Fund – Mixed/small size, registration No. 193987 by SEO, 2012 Sobhan Mutual Fund – Equty/small size, registration No. 224508 by SEO, 2013 Nikoukary Honar (Art Endowment) Mutual Fund – Equity, registration No. 325606 by SEO, 2015
Sepehr Ati Mutual Fund – divident paying, registration No. 269774 by SEO, 2014 Profetional Training certified by SEO, 2012
Institutional board of Iranian Society of institutional investors (ISII)
The company has also been a pioneer in developing new investment products and services, and has launched and managed the first exchange traded fund (ETF) in Iran named ASA at August 10, 2013.
Moreover, through acquisition of Armoun Bourse brokerage company, Arman Ati has now a fully integrated supply chain to fulfill different needs of various clients regarding investments in Iran.
Key facts of Arman Ati:
4 Mutual Funds and ETFs
30+ employees with 70% MSc or PhD
50+ portfolios under management
Foreign Investor's NEED for a Local Partner in Iran
Challenges for foreign investors aiming to gain access to Iran include:
Regulatory
Political
Local know-how
Despite attractive opportunities for growth, future uncertainty implies adopting a cautious
market entry strategy through partnerships with a reliable local player in Iran.
Industry and financial regulations that need to be compiled
with are frequently revised, and therefore implications of
these revisions for the foreign investor need to be analyzed.
The prospects of growth might change due to political
dynamics and therefore need to be accurately predicted.
Building the right portfolio requires going beyond
macro-level outlooks and gaining detailed knowledge and insight
about Iranian Capital Market and companies.
1. Asset Management
2. Financial Services
3. Public Financing for projects and businesses
4. Arman Accelerator, Venture Capital
5. Indivitual Investment advisory
(for natural persons)
6. Brokerage Services
7. Custodian services for capital market funds
(ETFs, Mutual Funds, construction Funds, etc)
8. Professional Training Courses
Arman Ati
services:
100+ Institutional & HNWI clients
200+ M$ investment turnover
1000+ unit holders of its mutual funds & ETFs
Top 10 most visited private websites
in the Iranian capital market
In addition to having launched the first Iranian ETF, we are first movers in
areas such as project funds, construction funds, & venture capital funds
1. Asset
Management
We manage different Funds such as ETFs, Mutual Funds,
and private accounts. Some of our main funds in the
asset management section include:
Exchange Traded Fund (ETF): ASA (The first ETF of Iran at
August 10, 2013)
Mixed Mutual Fund: Arman Andish Fund
Stock Mutual Fund: Sobhan Fund
Endowment Mutual Fund: Nik Andishan Honar Charity Fund
Dividend Paying Mutual Fund: Sepehr Ati Fund
+50 discretionary mandates, private portfolio management
for institutions and HNWIs
To provide services for foreign investors, we will help our clients to define their objectives, time frames, and desired risk level. For foreign investors in the Iranian Capital Market one of the most important risk issues is Foreign Exchange rate risk. For private portfolio management accounts, we put FX risk as the highest priority in our decisions. To mitigate FX risk for international investors, Arman Ati has developed investment strategies for Sector based ETFs, and Mutual Funds specialized specifically for foreign investors, in which we reduce FX risk by investing in Iranian companies and sectors with the highest rate of international currency income. Therefore, companies are selected that their income has a high correlation with the FX rate changes. In this way, Arman Ati Provides the best Iranian currency based ETFs especially designed for the non-Rial currency holders.
Moreover, Arman Ati has the knowledge of developing customized off-shore Equity Funds, off-shore Fixed-income Funds or a combination of both.
Arman Ati's local experience could help foreign investors to go through different stages of a deal, and post deal. As a result of having a wide range of clients, Arman Ati has gained expertise in a broad range of investments in Iran. For example, the famous Pars Petrochemical Company deal is one example that shows the magnitude of the projects that Arman Ati has provided advisory service for. We did advisory services for the successful acquisition that took place, valued about 7 Bn$. (http://www.parspc.net/). Other examples include Corporate capital restructuring of Kosar institute (one Bn$ worth of assets restructured), Valuation of Farhangian Fund worth about 3 Bn$ value. To see the list of our other main clients please see pages no. 12.
2. Financial
Services
Arman Ati provides advice and services regarding:
Joint Ventures, Mergers and Acquisitions
Investment advisory for private equities and private placements
Valuation, fairness opinion, business Plan
Corporate capital restructuring
Risk management
Research reports (equity analysis, industry analysis)
4/12 5/12
3. Public
Financing
Public Islamic Financing, Sukuk (Murabaha, Ijara,
Salam Forward), Project Fund, Construction Fund
Listing Advisory, Initial Public Offering
Finance/Capital Raising Advisory
We act as strategic advisor for foreign investors to help them cash out their investment via an IPO, or to public finance their companies from the Iranian Capital Market.
4. Arman
Accelerator,
Venture capital
Arman Ati's funds in alternative investments are focused on venture capital investments in their early stages and series A, B, C investment in startups. Arman Accelerator invests in early stage startups, which means we find talents who have ideas with great potential. Then, after investing money, knowledge and acting as their coach and mentor, Arman Accelerator turns startups to investable assets for venture capitals.
The services of Arman Ati in venture capital investment do not end here. Arman Ati investment advisory company is a pioneer in introducing venture capital exchange-traded funds (publicly traded private equity funds) in Iran. So based on this strength and our professional and skilled business development team, we can provide various type of services in Iran's emerging venture capital investment market.
6. Brokerage
Services
Arman Ati also is the main shareholder of a brokerage company, Armoun Bourse Brokerage Company, a fully licensed trading broker, which provides brokerage services to our clients.
5. Indivitual
Investment
advisory
Arman Ati indivitual Investment Advisory focuses on the needs of independent investors in Iran. Arman Ati's technologies offer our clients solutions that are fit for their need whether they are at home, at work, or on the go and want to use cyber space.
Andookhteh Mellat Fund; 174 M$
Atmellat Fund; 12 M$
Sabanik Fund; 4.5 M$
Kardan Tejarat Index Fund; 4 M$
Mapna Market Making Fund; 3 M$
Servat Afarin Parsian ETF; 2 M$
Ofogh Mutual Fund; 2 M$
Sepehr Khobregan Naft ETF; 2 M$
Mellat Bank brokerage Mutual Fund; 1 M$
Iran Trust Ashena Fixed Income Fund; 0.5 M$
Jahan Fund; 0.5 M$
7. Custodian
services
Arman Ati Target Industries:
Kardan Tejarat Index Fund; 4 M$
dan Tejarat Index Fund; 4 M$
dan T
Mapna Market Making Fund; 3 M$
Servat Afarin Parsian ETF; 2 M$
Ofogh Mutual Fund; 2 M$
Sepehr Khobregan Naft ETF; 2 M$
Mellat Bank brokerage Mutual Fund; 1 M$
Iran Trust Ashena Fixed Income Fund; 0.5 M$
Jahan Fund; 0.5 M$
Regulations require that all the funds in Iran need to have an authorized custodian. All To be custodian of a fund in Iran Capital market, you should earn the required certificate from SEO. If you have established a Fund or invested in a Fund in Iran, we are able to act as custodian for the fund on your behalf. Here are the list of funds, of which we are custodian:
8. Professional
Training
Courses
Arman Ati has several professional training courses in several aspects of investment in Iran. Some of Arman Ati courses such as International Joint Ventures, Negotiations, and Mergers and Acquisitions are more related to international investors.
Arman Ati has clients in different industries and sectors:
Energy
(Power Plant, Petrochemical, Renewable sources, etc.)Tourism
(Hotel, Transport, Entertainment, etc.)Real estate and Construction
(Residential, commercial, construction materials, malls, etc.)Financial Services
(Banks, Pension Funds, Financial institutions, Insurance)Telecommunication
Food & Beverage
Medicine
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Food & Beverage
Medicine
Some of the projects carried out
by Arman Ati include:
Arman Ati
Clients:
Projects Clients Time
Ezam Construction Investment Since 2012 Since 2012 Sepid Teb 2015 Mobinnet net Communication 2015 2015 Iranian Atlas 2015 Shila Food Yazd guesthouse OPIC CNIM Industrial Group Teachers Investment Fund Iran Central Iron Ore
Business plan development and finance process management for an entertainment mega project with an estimated total investment of 2B$
Ezam Construction
Investment
Business Plan Development and finance process management for rennovation and operation of a traditional chain geusthouses with an estimated total investment of 100M$
Financing advisory for one of the Medicinal Plants market player
Joint venture services
Valuation of one of the Iranian Internet service provider
Mobinnet net Communication
Valuation of Atlas Plaza, a multipurpose complex Valuation of one of the chain fastfood Provider in
Iran 2015
Business plan development and feasibility study 2015 2015 Valuation of Cangan petrochemical company
Business plan development for waste-to-energy
plants in Iran 2014-2015 Valuation of more than 100 subsidiaries of TIFCo
about 3.4B$ 2014-2015 Listing advisory
2014-2015
Issuing Ijarah Sukuk Dana Petrorig 2014
Projects Clients Time
Capital raising advisory Listing advisory
Omid insurance Tosan
2014 Designing and launching a Real Estate
Investment Trust
Shahed 2014 2014 Valuation of an oil and gas upstream Group Dana Energy
Group 2014
Designing and launching Project Fund for a combined cycle power plant
Valuation of one of the major telecomunication market player
IPO Valuation of Pakshoo, detergent market leader in Iran–. 10% of this 270M$ company was sold in less than 2 minutes
Rightel MAPNA Group Pakshoo 2014 2014 2014 Pars Petrochemical Company 2014 Valuation of Pars Petrochemical Company, a 7 B$
plus corporation. According to this valuation, a deal was concluded between SATA and Parsian Oil and Gas Development co. for the latter to take 20% share of the company.
Valuation of Marjan petrochemical plant, (A 150
M$ project under construction) Marjan 2014 Business plan and feasibility study for an
Iranian financial holding
Tose'e Ta'avon
Bank 2013
Business plan and feasibility study for Gaduk
tourism project Medical Council 2013 Capital raising advisory DANA insurance 2013 Capital raising advisory. Client's satisfaction with
this project led to cooperation in launching a mutual fund together.
SOBHAN
investment 2013
Issuing sukuk Ijarah Tehran
manupalicity 2013
- Amir T. Tajrishi
Board member & Chief Executive Officer
Education:
- Ph.D. candidate in Finance, Allameh Tabataba'i University
- M.Sc. in Finance, City University of London, CASS Business School - MBA & B.Sc. in Industrial Engineering, Sharif University of Technology
-Lecturer in Tehran University, Allameh Tabataba'i University, & IMI (Industrial Management Institute)
Experience:
- Head of product management of Mellat Bank, Private Banking, 2012-13 - Head of investment, TSI GROUP, 2010-12
- Financial Analysis Manager of Cement Investment Holding of Tose-e Melli Group Investment Company, 2006-2010
- Internship in Deloitte of Austria, & Roland Berger Consulting Group, 2005 - Headed the 1st entreprenuership festival at Sharif University, 2001
Our team
A r m a n A t i ' s s e n i o r
management has been active
in Iran's capital market for
m a n y y e a r s . W i t h g r e a t
experience, we are committed
to help our clients make the
right choices and succeed in a
variety of transactions related
to investing in Iran.
Employee breakdown by education
Highly educated people enable Arman Ati to develop new
investment products for the Iranian Markets.
Following contains biographies of current members of Arman-ati's Board of
Directors.
- Board member of Iranian Society of institutional investors, since 2014
- Board member Mines and Metals Development investment co., since 2014
- CEO of Ezam Construction Investment company, 2010-2013
- Board member of Tehran Stock Exchange Corporation, 2008-2010
- CEO Razavi Brokerage co., 2004-2008
- Chairman of Iran financial center, 2009-2013
- Chairman of brokerage company, 2010-2012
Education:
-MBA in University of Tehran
-B.Sc. in civil engineering, Azad University
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Experience:
Education:
- Ph.D. in Accounting, University of Allameh Tabataba'i University
- B.Sc. & M.Sc. in Accounting, University of Shiraz
- B.Sc. in Mechanical Engineering, Isfahan University of Technology
Experience:
- Head of Iranian Society of institutional investors (ISII)
- Member of money laundry committee of Securities and Exchange
organization(SEO)
- Economic and Financial Deputy of MIDAS gold & Jewellary
- Financial Advisor of Salehin Credit istitute
- Member of Securities and Exchange News Council
- Board member of Meyar Sahm Brokerage co.
- Behrouz Khodarahmi
Board Member
- Ali Eslami Bidkoli
Education:
- Faculty member of Allameh Tabatabaei University - Ph.D. in Finance, Shahid Beheshti University - Certified International Investment Analyst (CIIA)
- MBA & B.Sc. in Industrial Engineering, Sharif University of Technology
- Board member of Urban Development and Revitalization Organization, since 2014 - Board Member B. Maskan Abad Investment Bank, since 2014
- CEO of Arman Ait investment advisory, 2010-2011 - R&D Deputy of Ezam Construction Investment co., 2008
- Executive Director of the first international finance and investment conference of Iran, 2008 - Member of Financial Management Association International (FMAI), since 2007
- Saeed Eslami Bidgoli
Board Member
Experience:
12/12
Education:
- Ph.D. in Economy, University of Cambridge; - M.A. in Economy, University of Cambridge;
- B.Sc. in Industrial Engineering, Sharif University of Technology;
Experience:
- Faculty member of Sharif University of Technology
- Head of Modeling and Simulation of Monetary and Banking Research institute - Economic consultant of Glorang Industrial Group.
