sarv invest

What sarv invest does

Sarv Invest (شرکت مشاور سرمایه‌گذاری سرو رایان), doing business as Sarv Rayan, is a privately held Iranian investment advisory firm established in July 2024 in Tehran, operating under an official license from Iran's Securities and Exchange Organization (SEO) with registration number 12316. The firm provides a bundled suite of capital market services including investment advisory, M&A advisory, professional valuation (DCF, NAV, DDM, Residual Income, P/E, P/B, P/S, P/CF), business financing advisory, portfolio management, financial structuring, fund custodianship/trustee services, and investor education. It is officially authorized to act as trustee (متولی) for investment funds and as custodian (رکن امین) for portfolio management companies.

The firm's underlying technology consists of an integrated ecosystem of web-based smart platforms under the SarvSmart sub-brand. The two flagship platforms are the Smart IPO Assessment & Capital Market Financing System (ipo.sarvinvest.ir), which evaluates company readiness for stock exchange listing and identifies optimal financing instruments, and the Health Managers Smart System (pharma.sarvsmart.ir), which provides pharmaceutical industry statistics and market intelligence. Supporting modules cover financing, SME company support, and project company acceptance. The underlying sophistication of these "smart" systems is not characterized in the source data — no AI/ML architecture, models, or data feeds are disclosed.

Sarv Invest operates a sales-led B2B go-to-market through direct advisory engagement, with no resellers or intermediaries. Customer segments are business owners and corporate clients seeking capital market access, private investors seeking portfolio advisory, and institutional investors seeking professional management and custodian services. Pricing is not publicly disclosed and is structured around custom-scoped engagements. As a sub-12-month-old firm with 8 billion Toman (~USD $160K) registered capital, no disclosed headcount, and no disclosed revenue, the company is in an early operating stage with a broad service catalog and platform footprint but limited visible scale.

Name

sarv invest

Legal name

شرکت سرماییه گذاری سرو رایان (Sarv Rayan Investment Company)

Website

https://sarvinvest.ir

Company type

Private

Founded year

2024

Operating status

Operating

Short description

Sarv Invest is a Tehran-based, SEO-licensed Iranian investment advisory firm offering investment consulting, M&A advisory, professional valuation, portfolio management, financial structuring, fund custodianship, and education to business owners, private investors, and institutional investors, supported by proprietary smart platforms for IPO assessment and pharmaceutical intelligence.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Investment Management Advisory (RIA) (FSAEAAAB)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Fund Accounting & NAV Services (Asset Servicing) (FSAAAOAF)

Keywords

• Investment advisory services
• Capital market consulting
• Portfolio management services
• Mergers acquisitions advisory
• Financial valuation services

Headquarters

HQ city

Tehran

HQ country

Iran

HQ region

Middle East

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Investment Advisory Services: Specialized consulting services provided to business owners, private investors, and institutional investors for investment decisions, portfolio management, and wealth creation.
2. Financial Structuring and M&A Advisory: Advisory services for mergers and acquisitions, financial restructuring, deal structuring, and negotiation support.
3. Business Financing and Capital Market Services: Services related to financing assessment, IPO preparation, and capital market acceptance for companies seeking to list or raise capital.
4. Fund Custodianship Services: Trustee services for investment funds and custodianship for portfolio management companies.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Sarv Invest (Sarv Rayan) is a licensed investment consulting firm in Iran that provides investment advisory, business financing, portfolio management, financial structuring, M&A advisory, professional valuation, fund custodianship, and training services to business owners, private investors, and institutional investors. It also operates proprietary smart platform systems including the Smart IPO and Capital Market Financing System and the Health Managers Smart System for pharmaceutical intelligence.

Product overview

Sarv Invest (شرکت مشاور سرمایه‌گذاری سرو رایان) operates as a multi-platform investment consulting firm with an integrated ecosystem of smart systems and professional services. The core smart systems include: (1) the Health Managers Smart System (pharma.sarvsmart.ir) for pharmaceutical industry analytics, (2) the Smart IPO & Capital Market Financing System (ipo.sarvinvest.ir) serving as the primary platform for listing assessment and capital raising, and (3) specialized subsystems for business financing, SME support, and project company acceptance. Complementing these platforms is a full suite of investment advisory services encompassing securities valuation, M&A advisory, portfolio management, financial structuring, fund custodianship, and professional education. The company holds an official license from Iran's Securities and Exchange Organization (Registration No. 12316) and was established in July 2024 with 80 billion IRR registered capital.

Differentiator

Problem solved

Functional benefit

Brands

• SarvSmart: Smart systems platform providing pharmaceutical managers intelligence and capital market financing assessment services
• Smart IPO System

Products and services

• Health Managers Smart System (سامانه هوشمند مدیران سلامت) A comprehensive smart system providing pharmaceutical statistics and market data to health industry managers, enabling comprehensive insights into the pharmaceutical industry and its transformations.

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Carson Group: RIA and wealth-management firm offering investment advisory, financial planning, and advisor-technology services — comparable to Sarv Invest's blended human-advisory-plus-platform model targeting business owners and investors.
• Fisher Investments: Large privately held RIA providing discretionary investment management and portfolio advisory to individuals and institutions — directly comparable to Sarv Invest's core investment advisory and portfolio management offering, though at vastly greater scale.
• Mercer Advisors: RIA offering comprehensive wealth management, investment advisory, financial planning, and estate services — closely comparable to Sarv Invest's multi-service RIA model that bundles advisory, portfolio management, and financial structuring for client segments.
• Edelman Financial Engines: RIA combining professional financial planning with technology-enabled advisory delivery — directly comparable to Sarv Invest's positioning of proprietary smart-platform tools alongside personalized human advisory services.
• Creative Planning: Large RIA delivering investment management, financial planning, and wealth advisory to individuals and businesses — closely comparable in service scope and target client segments to Sarv Invest's investment advisory and portfolio management practice.

Broad incumbents

• Raymond James: Diversified financial-services firm with substantial investment advisory, wealth management, and capital markets businesses — broadly comparable to Sarv Invest's multi-line model that spans advisory, M&A, and valuation services.
• Charles Schwab: Broad incumbent financial services firm operating an RIA arm (Schwab Wealth Advisory) alongside brokerage and custody infrastructure — comparable to Sarv Invest's combined investment advisory and fund custodianship offering, but as part of a much larger diversified portfolio.

Emerging players

• Betterment: Tech-enabled investment advisory and portfolio management platform — comparable to Sarv Invest's technology-augmented advisory approach, though focused on automated retail wealth management rather than institutional and SME advisory.
• Wealthfront: Digital investment advisory firm offering automated portfolio management and financial planning — shares Sarv Invest's DNA of combining platform technology with investment advisory, although targeting a different client profile.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about sarv invest