Personal Broker from BCC Invest

Your capital and time are in reliable hands

Individual Investment Support

A personal broker is your dedicated financial advisor who works solely in your best interests

Save time, earn more

No need to spend hours on analytics and news. A personal broker is always in touch and helps you make the best decisions

Transparent and convenient

You receive a personalized investment strategy, support, and consultations at any time, with full control over your assets

How a Personal Broker Works

Getting Acquainted

Getting Acquainted

Your personal broker meets with you in person or online. You discuss your goals, experience, and priorities

Profile Assessment

Profile Assessment

We conduct an interview and create an investment solution tailored specifically for you

Portfolio Creation and Support

Portfolio Creation and Support

Based on current trends, market assessments, and your expectations, we build a strategy

You Get the Maximum

  • You receive a personalized investment strategy

    Your personal broker works as part of your team — flexibly, efficiently, and on favorable terms

  • You Control the Process

    You make the final decisions, while we provide analytics, assess risks, and ensure implementation

  • You Stay Confident in Your Portfolio

    We continuously analyze the market, reassess strategies, and adapt the portfolio. Always on time

  • You Are Always in Touch with Your Personal Broker

    Direct contact with your personal broker, regular consultations, and prompt execution of instructions

Transparent Rates — No Hidden Terms

Minimum investment amount

from $200,000

Service connection

Free of charge

Commission

International markets: from 0.2% of turnover
Eurobonds: 0.2% of turnover
KASE/AIX: 0.25% of turnover

Currencies

USD, EUR, GBP, KZT

Just Numbers, Just Results

Aggressive Strategy — yield up to 16% per annum in US dollars

For investors willing to take risks for high returns, stocks of fast-growing companies and investments in foreign markets can be a good choice (makes regular transactions every month)

Balanced Strategy — up to 12% annual yield in US dollars

If you are ready to accept moderate risk for capital growth, large-cap stocks and mutual funds may suit you (portfolio reviewed once every six months or once every quarter)

Conservative Strategy — up to 6% annual yield in US dollars

If your goal is to preserve capital and receive a stable income at the inflation level, bonds and mutual funds may suit you (performs a small number of transactions per year)

Our Team — Your Advantage

Aibolat Zholguttiyev

Aibolat Zholguttiyev

A seasoned professional with extensive experience in the financial sector

Work experience: HSBC Bank Kazakhstan, Altyn Bank, Freedom Broker

Investment experience: since 2011

Trading platforms: NYSE, Nasdaq, LSE, OTC

Instruments: fundamental analysis, technical analysis, medium- and long-term strategies

Total portfolio under management: over $30 million

Dias Myrzabek

Dias Myrzabek

An expert with deep understanding of the stock and cryptocurrency markets

Work experience: Deloitte, Freedom Broker

Investment experience: since 2019

Trading platforms: NYSE, Nasdaq, LSE, OTC, Crypto

Instruments: fundamental analysis, technical analysis, news-based trading, short- and medium-term strategies

Total portfolio under management: over $10 million

Strategy and Control Without Endless Hours at the Screen

You make the decisions — we handle the rest
Personalized investment strategy

Personalized investment strategy

Ongoing communication with your personal broker

Ongoing communication with your personal broker

Control over decision-making

Control over decision-making

Get a Consultation

Or Contact Us

+7 (727) 244 32 32

Reach out and we’ll answer your questions

persbroker@bcc-invest.kz

Write to us by email

Frequently Asked Questions

  • How to subscribe to the "Personal Broker" service?

    To get started, you will need to: 1. Submit an application on the website or call your manager if you are a BCC Invest client. 2. Meet with one of our Personal Brokers offline or online to discuss your goals, expectations, and current financial situation. 3. Sign all necessary documents. 4. Maintain the minimum required assets in your brokerage account.

  • What is the difference between a personal broker and a regular brokerage service?

    The main difference lies in the individual approach and the level of support. Conventional brokerage provides access to the trading platform and basic analytics. The personal broker offers an analysis of the HNWI asset structure (High Net Worth Individuals, personalized recommendations, active portfolio management, ongoing communication and advice.

  • Who is the “Personal Broker” service for?

    This service is ideal for investors who: - do not have enough time to analyze the market situation - need a second opinion (a professional perspective) - have no investment experience but want to grow their capital

  • What are the fees for personal broker services?

    Fees depend on the amount of capital under management. All terms of commissions are discussed individually and fixed in the contract before the start of cooperation https://www.bcc-invest.kz/l/persbroker.

  • How safe is my investment when working with a personal broker?

    Your investments are held in separate brokerage accounts with trusted financial institutions. A personal broker does not have direct access to your funds, but only manages them based on your instructions and terms of the contract. All transactions are conducted in accordance with applicable laws and regulations.

  • Can I intervene in the management of my portfolio if I have a personal broker?

    Yes, absolutely. Although the personal broker handles most of the work, you always maintain full control over your investments. All key decisions are made only with your approval. You can discuss strategies, suggest your own ideas, and make adjustments to the plan.

Important Information. Disclaimer

The information provided by JSC "BCC Invest" is not an offer to purchase and/or an obligation to sell any financial instrument, nor is it an inducement to enter into a transaction. Before conducting transactions with financial instruments, please familiarize yourself with their characteristics and the information available on the JSC "BCC Invest" website: https://www.bcc-invest.kz/documents?page=1 State license №3.2.235/12 dated 10.07.2018 for conducting activities in the securities market.