At Shariah Securities, our experts take good care of your investment. We not only understand your needs but also help you identify the right product to meet your Financial Goal.

HOW WE WORK WITH CLIENTS

01

Financial Goal Setting

According to the Financial Goal of the client, Model portfolio is suggested by our team members.

02

Risk Profiling

According to the questions answered during risk profiling, the Client’s risk-bearing capacity is derived, and accordingly Conservative or Moderate portfolio is suggested.

03

Investment Strategy

After knowing the risk bearing capacity of the client, an investment strategy is suggested for the client.

04

Deployment of Investment

After the investment strategy, the client's investment is invested according to the strategy.

05

Rebalancing and Monitoring

Shariah Securities will monitor the investment and maximize the returns.

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Working from home meant we could vary snack and coffee breaks…