Research-led
Decisions grounded in analysis of businesses, valuations and the macro backdrop.
Investment company
Invest Smarter.
Grow Further.
RAD INVEST approaches investing with disciplined research, thoughtful diversification and a long-term view. Explore our strategies and the way we think about markets.
Investing involves risk, including possible loss of capital.
Sample growth path
Hypothetical portfolio vs. hypothetical benchmark
Generated sample data for design purposes only. Not actual performance, not a forecast.
Ticker values are illustrative sample data, not live market prices.
Who we are
A modern approach to building wealth.
Our expertise combines strategy, financial tools, marketing and fintech. Over the last few decades it has had a lasting impact on the growth of businesses and markets, and we are with you as your partner until you reach your goal.
The experience of our founders spans brokerage development, asset management, stock and commodity exchange listings, and new fintech and capital market tools.
Learn more about us →Diversified by design
Spreading exposure across assets, sectors and regions to manage concentration risk.
Built for the long term
Patience and compounding over short-term noise and market timing.
Clear communication
Straightforward explanations of what we do, what it costs and what the risks are.
Market overview
A snapshot of the markets.
Strategies
How we approach investing.
Ready to start a conversation?
Tell us about your goals and we'll get back to you.
About us
People, principles and purpose.
Learn about the leadership, experience and values behind RAD INVEST.
DB
Leadership
David Belkafeh
Founder & CEO, RAD INVEST
David Belkafeh is the Founder and CEO of RAD INVEST. He has spent more than two decades in Iran's financial markets, starting in business management at Tadbir Pardaz Group in 2004 and going on to market development at Mofid Securities, a vice president role at Saham Barez Brokerage and a strategic advisory role at Iran Transfo Corporation, before founding RadInvest in March 2017.
His work centres on strategy, financial tools, marketing and fintech, and on helping businesses and markets grow. He leads RAD INVEST as its Founder and CEO.
- RoleFounder & CEO
- FocusStrategy, financial tools, marketing, fintech
- BackgroundBrokerage and market development, since 2004
Leadership experience
David Belkafeh's career.
- 2017
Founder & CEO
RadInvest · From Mar 2017
- 2016
Strategic Development Advisor
Iran Transfo Corporation · Apr 2016 – Mar 2017 · Tehran Province, Iran
- 2014
Vice President
Saham Barez Brokerage Co. · May 2014 – Feb 2016
- 2011
Market Development Manager
Mofid Securities · Oct 2011 – May 2014
- 2004
Business Manager
Tadbir Pardaz Group Ltd · Dec 2004 – Oct 2011
Expertise
Strategy, finance, marketing and fintech.
Our expertise combines strategy, financial tools, marketing and fintech. Over the last few decades it has had a lasting impact on the growth of businesses and markets, and we are with you as your partner until you reach your goal.
Selected experience of RAD INVEST's founders
- Mofid brokerage development
- Development of Tadbir Pardaz company
- Development in Iran's National Investment Holding
- Development of Iran's national investment brokerage
- Development of Mobin Sarmayeh Brokerage
- Development of Amin stock brokerage
- Development of Atisaz brokerage
- Development of Iran Transfo Industrial Group
- Development of Mehriasan Company
- Development of Asaeman Asset Management
- Development of Novin Nagar Asset Management
- Planning of well-structured investment portfolios
- Development of One and One company
- Offering and listing of Mapna Group on the stock exchange through financial institutions
- Supply and listing of Bandar Abbas oil refining on the commodity exchange through financial institutions
- Supply and listing of Shiraz oil refining on the commodity exchange through financial institutions
- Providing financing for listed companies
- Attracting foreign investors to launch new fintech and capital market tools
- …and other experience
Make thoughtful investing clear and accessible.
To help clients pursue their financial goals through disciplined research, diversified portfolios and transparent communication.
Patient capital, compounding over time.
To be a trusted investment partner known for clarity, discipline and a long-term perspective.
Integrity
Honest communication about objectives, costs and risks.
Discipline
A process-driven approach that avoids chasing headlines.
Clarity
Plain language, no unnecessary jargon.
Investment strategies
Five ways we think about investing.
Educational overviews of the approaches and ideas that shape how we build portfolios. These are general descriptions, not personal recommendations.
01
Stocks
Buying shares means owning a slice of a business. Over long periods, equity returns have been driven by company earnings growth and dividends — with significant volatility along the way.
How we think about it
- Focus on business quality and durable earnings
- Compare price with estimated intrinsic value
- Size positions with risk in mind
Consider
- Prices can fall sharply and stay low
- Single-company risk can be large
- Dividends are never guaranteed
Sample single-company price path
Hypothetical stock, one year
Single stocks vs. ETFs
General characteristics
| Individual stocks | ETFs | |
|---|---|---|
| Exposure | One company | A basket of holdings |
| Research effort | High | Lower |
| Typical cost | Trading costs | Fund fees + trading costs |
| Concentration risk | Higher | Depends on the index |
| Transparency | Company reports | Published holdings |
02
ETFs
Exchange-traded funds hold a basket of securities and trade like a share. They can provide broad, transparent and cost-efficient exposure to markets, sectors, regions or themes.
How we think about it
- Compare fees and tracking difference
- Check what the fund actually holds
- Use as building blocks for core exposure
Consider
- Funds can still lose value
- Some themes are narrow or crowded
- Liquidity varies by product
03
Long-term investing
Compounding rewards time. Reinvested returns can build on themselves, while frequent trading can add costs and emotional decisions.
How we think about it
- Start with goals and time horizon
- Contribute regularly where possible
- Rebalance rather than react
Consider
- Long horizons still include drawdowns
- Inflation and fees erode returns
- Past returns don't predict future ones
Compounding explorer
Hypothetical constant annual return
Total contributed
Hypothetical value
A simple arithmetic illustration with a constant return and no fees, taxes or inflation. It is not a forecast, projection or promise.
Sample allocation mixes
Hover a segment to inspect
Sample mixes to illustrate the concept of diversification. Not a recommendation or suitable for any individual.
04
Portfolio diversification
Different assets respond differently to economic conditions. Combining them can reduce reliance on any single outcome and make the journey more manageable.
How we think about it
- Mix asset classes, sectors and regions
- Watch correlations, not just labels
- Rebalance toward target weights
Consider
- Diversification doesn't prevent losses
- Correlations can rise in a crisis
- Over-diversifying can dilute returns
05
Market analysis
A repeatable process helps separate signal from noise. Our framework moves from the big picture down to individual positions.
- 1
Macro context
Growth, inflation, interest rates and policy backdrop.
- 2
Fundamentals
Revenue, margins, balance sheets and competitive position.
- 3
Valuation
What is priced in versus a reasoned estimate of value.
- 4
Risk review
Concentration, liquidity, scenarios and what could go wrong.
Market insights
Context for informed decisions.
An illustrative market dashboard and a place for your research and commentary.
Illustrative data. All charts and figures on this page are generated sample data to demonstrate the layout. They are not real market data and not investment advice.
Market overview
Asset class snapshot.
Compare markets
Rebased to 100 at start of selected period
Illustrative data generated for demonstration. Hover or touch the chart to inspect values.
Sector snapshot
Sample period change (%)
Insights & analysis
Latest commentary.
Sample layout — headlines and summaries below are placeholders. Edit the NEWS list at the top of script.js with your own articles.
Contact
Let's start a conversation.
Send us a message and we'll respond as soon as we can.