Investment Advisory

Tailored financial consultations to help you align your investments with your goals and risk profile.

Investment Advisory Services - Professional portfolio management and financial consulting

What it is

Dive deeper into your portfolio with tailored consultations. We help you review your current holdings, assess your risk profile, and explore asset allocation strategies designed to align with your financial goals.

Who it's for

Individual investors icon - Personal financial planning services

Individuals

Tailored strategies for personal financial goals.

Corporate clients icon - Business investment advisory services

Companies

Dedicated support for business growth and governance.

How it works

Investment target setting - Define financial goals and objectives

Target

Set investment objectives based on your financial aspirations.

Portfolio performance visualization - Track investment returns and growth

Graph

Visualize portfolio performance for better decision-making.

Market alerts and notifications - Stay informed about investment opportunities

Notification

Receive alerts on major market movements and insights.

Investment approval process - Review and approve portfolio changes

Approval

Approve changes to portfolios before implementation.

What You Get

Discipline Icon

Disciplined Models & Goals

Structured and guided financial models for your goals.

Real-time Icon

Real-time Insights & Reports

Up-to-date reporting for better investment decisions.

Sharia-compliant Icon

Sharia-compliant Options

Investment solutions aligned with Islamic finance principles.

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Scheduled Rebalances

Timely updates to maintain portfolio performance.

Team collaboration

For Companies

An executive approves quarterly changes, with simple policy and board-ready reporting.

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