Charisma Financial Group
Charisma Capital Market Services Group Private Joint Stock Company is a Tehran-based, unlisted private financial-services holding established in 2018. Through 10 specialised subsidiaries, it operates across asset management, investment advisory, brokerage, investment, insurance and exchange services. The group is a significant domestic counterparty for investors, distributors and financial-sector partners seeking access to Iran’s capital-markets and wealth-management ecosystem.
Market position
A diversified private financial-services group centred on asset management and capital-markets services in Tehran. The group states assets under management of more than IRR 1,000,000 billion as of 20 May 2024.
Operations & footprint
Products and services
Charisma Financial Group operates a diversified financial-services platform covering asset management, investment funds, dedicated portfolio management, securities brokerage, investment and financial advisory, corporate financing, company admission and valuation, private equity, venture investment, crowdfunding, commodity and energy-market services, gold and precious-metal investment products, life insurance and wealth-management plans, consumer credit linked to financial assets, market research, investor education, and digital investment applications. The group operates through multiple licensed specialist subsidiaries rather than through a single financial license.
Operations and assets
The group operates through specialised subsidiaries in asset management, investment advisory, securities brokerage, investment, life insurance, insurance services and currency exchange. It states a workforce of more than 600 specialised staff as of 20 May 2024.
Geographic footprint
Tehran, Iran.
Ownership & group structure
Ownership
Private Joint Stock Company.
Subsidiaries and group companies
Charisma Asset Management; Charisma Investment Advisory; Charisma Brokerage; Charisma Life Insurance; Charisma Insurance Services; Charisma Investment Company; Charisma Exchange. The group states that it has 10 specialised financial subsidiaries.
Reported scale
Employees: More than 600 specialised staff as of 20 May 2024.
Commercial and investment relevance
Charisma is relevant for investors assessing consolidation in Iran's non-bank financial sector, retail investment distribution, institutional asset management, digital financial platforms, brokerage, private equity, crowdfunding, insurance-linked wealth products, and asset-backed consumer credit. Its integrated distribution and product ecosystem may generate cross-selling and scale advantages. Due diligence should verify the legal boundaries and ownership of each subsidiary, consolidated versus subsidiary-level assets under management, client-asset segregation, fund concentration, insurance liabilities, credit exposure, related-party transactions, private-equity valuations, crowdfunding defaults, technology and cybersecurity controls, regulatory permissions, revenue recognition across subsidiaries, liquidity, leverage, sanctions exposure, customer-acquisition economics, conflicts created by operating brokerage, advisory and asset-management businesses, and the distinction between group-level promotional figures and audited consolidated financial statements. For financial-sector counterparties, Charisma provides a route to multiple domestic client channels and financial capabilities through one group relationship. Its combination of investment management, advisory, brokerage and insurance operations is relevant to product distribution, capital-markets transactions and institutional financial partnerships in Iran.
Constraints, risk & compliance
Key risks and constraints
The group combines client-facing asset management, advisory, brokerage, investment and insurance activities, requiring careful review of entity-level licensing, client-asset segregation, conflicts management and risk controls. Consolidated financial performance, subsidiary revenue and asset-class-level AUM are not disclosed in the available summary information.
Sanctions and compliance considerations
Operations in Iran’s domestic financial and capital-markets sectors create material cross-border compliance constraints, including restrictions affecting foreign institutional custody and correspondent financial relationships. The group is not identified as individually designated on primary OFAC SDN lists in the supplied screening information.
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Frequently asked questions
Direct answers to the questions most likely to arise when reviewing this profile.
What is Charisma Financial Group?
Charisma Financial Group is the common English name for Charisma Capital Market Services Group Private Joint Stock Company, a private financial-services holding based in Tehran.
What services does Charisma offer?
Its specialist subsidiaries provide asset management, investment advisory, securities brokerage, investment services, life insurance, insurance services and currency exchange.
Is Charisma Financial Group publicly listed?
No. Charisma Capital Market Services Group Private Joint Stock Company is an unlisted private joint-stock company.
Where is Charisma Financial Group based?
The group is headquartered in Tehran, Iran, on Vozara Avenue / Khaled Eslamboli, 23rd Street.