Rama Vision Portal | Investment Management Company

7 Habits You Should Adopt For Investment Management

You cannot be an effective investor without the right habits, especially in the tech-driven age of artificial intelligence that we live in today. This article covers 7 habits that will help your investment management skills to improve and stick with you over time. Remember—investing can be as much about managing yourself as it is about managing your portfolio—and these habits will come in handy!

1) Don’t Be Greedy

No one wants to miss out on a lucrative trading opportunity, but that’s just what you may be doing if you try to hit every big move. Aiming for gains of 5% or more on each trade makes your portfolio more volatile, making investments much riskier. 
If you want to experience solid growth over time, take advantage of AI-powered investment software. The use of AI is becoming increasingly common in investment management and could help you keep your emotions in check when it comes to trading opportunities. 
The best part? You don’t have to be an expert programmer to use AI; most services are easy enough for even novice investors to get started with quickly.

2) Get The Basics Right

Once you’ve decided to trade, it’s time to get your basics right. First, ensure that you have a trading platform (online account), know how to use it, manage your expenses and income, or read and interpret financial reports. 
These basic steps will give you an edge over traders who haven’t yet gone through these initial steps. To be successful in stock trading, you need to be serious about being professional at every moment. There is no place for mistakes or amateur behaviour. 
You need to make sure everything is in order before executing trades regularly. In case of errors or hiccups in any of these areas, they can easily wipe out all your profits without giving you any chance of making back those losses. So be very careful while choosing your online trading platforms and plan accordingly.

3) Don’t Believe Your Own Hype

Some of us tend to be our own best clients. Once we have an automated trading system that works for us, or once we have a hot streak on a stock market and start to believe our hype—we must remind ourselves what these things can do to even seasoned investors. 
If you have done your homework and done everything right with your trading opportunities or portfolio management, you should still expect volatility in your returns. Don’t let yourself get too high when you win and too low when you lose. 
It is not possible to avoid some drawdown – but if you stay disciplined and keep practicing these habits (particularly #1), you should continue winning over time. 
Ps. The stock market doesn’t always go up!

4) Control Your Emotions

We live in a volatile time. Automated trading systems and other cutting-edge technologies have made it easier than ever to make money on Wall Street, but they’ve also increased volatility.
The stock market swings wildly on a regular basis, making it all too easy for investment managers to get caught up in its movements. Therefore, to perform and reap the best, you need to practice emotional control and trade with AI-powered investment platforms.
You must avoid knee-jerk reactions to news stories or random fluctuations—instead of buying stocks after prices go up or selling them after they go down, you must buy when you see an opportunity and sell when there are clear signs that prices are going down. 
As a part of this process, a successful investment manager must always keep one eye on long-term trends instead of reacting to short-term news stories.

5)Review Trades

One of the most valuable habits to practice as an investment manager is reviewing your trades. 
Any random trading platform may help you with information about making a profit, but it won’t necessarily help you avoid bad trades. (And if you don’t know whether or not you’re making good trades, that software can hurt your portfolio.) When it comes to stock trading, there is more information than ever available at any given moment. It can be overwhelming and hard to know how to take advantage of it without missing key data points or details. 
Online trackers can help you with trends in different stocks. So keep a watchful eye on what you buy and sell. For expert assistance, you will need a guide that will allow you to stay organized while still allowing space for flexibility if needed.
The best way to do so? Invest with our AI-powered investment management software and leave stressful trading tasks to the experts. It will handle stock market transitions automatically, so you never miss a chance for some profit.

6) Always Plan

Having a plan of action is essential for making important investment decisions. Do your homework and understand everything about a company before you invest. 
Be aware of stock trading opportunities—they don’t happen all of the time, but when they do, you should have your fingers on them. To ensure success in stock trading, be informed about market trends and recognize where major trade-offs are possible. 
Being prepared with plans and organized notes keeps decision-making effective and manageable, saving time and increasing profitability when it comes time to pull the trigger on trades.

7) Check News

The stock market is constantly changing, and so should your investment strategy. Check regularly to ensure that you follow updated regulations and ever-changing political climates. 
You can do this automatically by using a robotic trading system. It removes any emotion from your buying and selling decisions so that your investments are never at risk for human error or oversight. Be sure to check in regularly as markets change over time – even frequently used strategies will eventually prove outdated.

Adopt these 7 habits to become a top-performing trader! 


Many people want to invest and generate passive income, but very few are successful at it in the long term. What sets these few apart from the crowd? Some of it comes down to innate talent and predisposition to success, but most of it has to do with these habits that help them stay focused on their goals, keep track of what’s going on around them, and stay connected with both the market and their judgments.

Mohamed Hafiz
Investment Manager
Hafiz is a serial entrepreneur coming from the Engineering background and developed his Financial Services Career in Dubai. Have worked with multiple well stablished Brands in the financial Services in various Jurisdictions, and his passion of Business Development gave him an edge when it comes to Market-fit products creation.
Siddharth Bhan | Web Development Lead of Rama Vision

Siddharth Bhan

With his exceptional passion for technology and a deeper understanding of the current digital marketing trends, Siddharth has built a successful digital marketing agency from scratch.
He is assisting many startups in taking their business online, building a robust brand presence, and multiplying their income through tried and tested digital marketing strategies he has perfected over time.
He is leading the web development team making the user experience for Rama Vision Portal users better every day.
Khaled Guerbouz | Structured Products Advisor of Rama Vision

Khaled Guerbouz

Structured Products Advisor
A veteran in the Financial Services arena with more the 20 years of experience in the private banking sector between Switzerland, France and UAE.
Khalid brings sound of wisdom and profitability for clients when it comes to Structured Products and other Private banking advices.
Ahmed Mohsen | Big Data and Business Analysis Advisor of Rama Vision

Ahmed Mohsen

Big Data and Business Analysis Advisor
Ahmed Abdelwahab has worked in Software Engineering and Data Analytics Industry for 18 years.
Ahmed is the Big Data and Business Analysis Advisor of Rama Vision Portal, to collect, qualify, and mold data into an investment decision making panel.
The quality of Mr. Abdelwahab as an advisor is his passion to bring growth to unrevealed terrains.
As part of consulting in technology and business analysis, he has worked strategically to build up data governance platforms and supported government and private sectors to accomplish missions using bulk population.
Adnan Khan | Financial Technology Advisor Of Rama Vision

Adnan Khan

Financial Technology Advisor
A FinTech enthusiast and Expert with 18 years of experience in Financial Technology and Both Sell side and Both side Technology environments and setups.
Adnan Talks and walks the Fintech and forward thinking professional.
And when it comes to innovation and finding solutions; Impossible is not in his dictionary.
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Yaqoob Alhammadi Auditing

Accounting and Auditing
AY Chartered Accountants, is an accounting, auditing and tax advisory services firm established in the commercial hub of Dubai, UAE.
They are a group of Chartered Accountants, Certified Public Accountants and Information System Auditors led by a young and dynamic professional whose vision and passion is complemented by a team of qualified, well experienced and dedicated professionals
Shaikh Khaled Bin Humaid Al Qasimi | Co-Founder of Rama Vision

Shaikh Khaled

Being a member of the ruling family of Emirate of Sharjah is not the only cutting edge for Sh. Khaled.
He has an admirable Entrepreneurship spirit, open minded and proactive Individual.
Despite his busy schedule he still manages to follow-up on his portfolio and investments, adding value by profile and network exposure as well.
Mohamed Hafiz | CEO, Co-Founder of Rama Vision

Mohamed Hafiz

CEO, Co-founder
Hafiz is a serial entrepreneur coming from the Engineering background and developed his Financial Services Career in Dubai.
Didn`t take him long to observe the gap in the market and start venturing into Fintech Industry with specialty in MENA market.
Have worked with multiple well stablished Brands in the financial Services in various Jurisdictions, and his passion of Business Development gave him an edge when it comes to Market-fit products creation.