Investment Consultancy · Dubai, U.A.E.
Research Led Capital Advisory,
Executed with Discipline.
Yanvest pairs veteran financial strategists with disciplined, research-driven execution — so you remain informed, educated and in control of your financial trajectory.
“You decide, we provide.”
Licensed under the Dubai Integrated Economic Zones Authority (DIEZ) • License No. 78482
Our Experience
A Decade of Advising Real Investors
Since 2014, our practice has been measured not in products sold, but in relationships sustained — individual and institutional investors who stayed because the advice held up.
Individual and institutional investors advised
Continuous advisory practice since 2014
Founder-level experience across capital markets
From portfolio strategy to specialist advisory
Why Investors Choose Yanvest
Real relationships, not transactions
Behind every number is an investor who chose to stay. Over a decade of advisory practice, we have built our reputation on three commitments that do not change with market conditions.
Advice you can interrogate
Every recommendation arrives with its reasoning attached — the analysis, the risk parameters and the alternatives considered. Our clients can question any position we put forward, because they understand it.
Your capital, your control
We advise; you decide. Capital remains in your ownership throughout, with no lock-in and clearly defined exit timelines. The relationship is built on mandate, not custody.
Consistency across cycles
The same disciplined process governs a first-time investor’s portfolio and an institutional mandate — in rising markets and falling ones alike. Discipline is not a strategy we switch on.
Vision
Elite strategies, global reach
To provide elite global strategies to help our investors maximize their financial freedom and legacy.
Mission
Breaking economic barriers
To enable people everywhere to break economic barriers and secure their own financial future.
About
A decade of disciplined stewardship.
Since 2014, we have specialised in research-led investment advisory — helping clients allocate their capital with structure, discipline and clarity. As advisors, we treat every mandate as a position of trust: our role is to equip you with rigorous analysis, clear recommendations and defined risk parameters, while you retain full ownership and control of your capital and every investment decision.
We operate with strict fiscal discipline and absolute transparency in reporting. Over the past decade, this advisory-first approach has earned the long-term loyalty of a growing client base across individual and institutional profiles.
We believe there is no wrong time to make the right financial decision. To scale new heights, hard work must be paired with elite navigation. Our veteran financial strategists offer hands-on guidance and ultimate convenience, while ensuring you remain fully informed and educated to confidently manage your own financial trajectory. Ultimately, your vision drives our execution: you decide, we provide.
- Veteran financial strategists offering hands-on guidance
- Licensed under the Dubai Integrated Economic Zones Authority (DIEZ)
- Headquartered at Dubai Digital Park, Dubai Silicon Oasis, Dubai
There is no wrong time to make the right financial decision.
List of Services
Advisory across the full investment lifecycle
From first risk assessment to ongoing optimisation — structured, transparent and tailored to your goals.
01
Elite Strategies & Global Reach
Asset Allocation Modeling
determining the optimal mix of stocks, bonds, real estate and alternatives based on risk tolerance.
Risk Profile Assessment
evaluating a client's financial psychology, capacity for loss and investment time horizon.
Investment Policy Statement (IPS) Drafting
a formal, customized roadmap governing how a client's funds will be managed.
Custom Portfolio Design
bespoke portfolios tailored to unique goals, from capital preservation to aggressive growth.
02
Investment Selection & Management
Manager Search & Selection
vetting, interviewing and choosing external fund managers, mutual funds or ETFs.
Alternative Investment Advisory
access and due diligence for private equity, venture capital, hedge funds and private credit.
Direct Stock & Bond Selection
fundamental research to pick individual equities or fixed-income securities.
Sustainable & ESG Investing
portfolios that align financial returns with environmental, social and governance values.
03
Performance Monitoring & Optimization
Portfolio Rebalancing
periodically adjusting investment weights back to target allocations to control risk.
Performance Reporting & Attribution
detailed reports tracking portfolio returns against relevant market benchmarks.
Fee & Cost Audit
analyzing underlying investment costs, expense ratios and hidden fees to maximize net returns.
Tax-Loss Harvesting
strategically realising losses to offset capital gains tax liabilities.
04
Specialized Advisory Services
Corporate & Institutional Advisory
corporate treasury management, pensions, endowments and foundations.
Retirement Income Engineering
portfolios structured to safely generate consistent, reliable retirement cash flow.
Liquidity & Cash Management
optimizing short-term reserves through high-yield instruments and money market funds.
Financial Market Education
demystifying complex instruments, macroeconomic trends and market cycles.
The Double-Engine Model
Research, separated from execution
Separating intelligence from implementation protects objectivity, enforces discipline and maximises security for our clients.
Engine One
Research & Development
Deep fundamental and market analysis generating heavily filtered, high-conviction investment intelligence across asset classes and market segments.
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Engine Two
Execution & Risk Control
How We Work
Three steps, continuously repeated
01
Research
Our R&D function filters the market down to high-conviction opportunities through rigorous, independent analysis.
02
Execute
03
Review
What our clients say
Long-term relationships built on clarity, discipline and education — in the words of the people we advise.
Showing 1–2 of 6 client reviews
A Short Note About the Founder
Mr. Suriyan Ramaswamy
Founder
Suriyan Ramaswamy brings over 15 years of experience across stock markets and asset management, with a track record of building small enterprises into large-scale businesses. His work spans engineering business models and financial strategies for multinational companies, guiding cross-border organisations through digital and operational transformation, and advising both individuals and institutions on capital and money markets.
He founded Yanvest on a simple conviction: that individual prosperity drives national growth, and that expanding financial literacy and inclusion is as important as any single investment decision. His approach is data-driven and education-first — clients should understand every recommendation well enough to own the decision themselves.
A Short Note About the Founder
What every client can expect
Liquidity First
No lock-in on client capital, with clearly defined exit timelines. Your capital stays yours.