Creating disciplined asset and wealth management strategies for individuals, business owners and families to achieve financial goals

You have worked hard to build your wealth, all you need now is a trusted advisor to protect and distribute your investments. Hire top wealth management expert in the UAE, to manage your investment portfolio across
the board in any GCC country or your home country.

The Efficient Approach to Wealth Management

Individuals, businesses and families have their own requirements when it comes to wealth management services. Asfar’s wealth management services cover the entire spectrum of portfolio management to take you closer to your financial goals.

You can be an ultra-high networth individual, or a C suite executive starting your journey towards investing, or a business looking for capital and protection against volatility. The approach to your wealth portfolio management is simple – We take a careful look at your status and future aspirations and create a financial roadmap with you. The roadmap will may include varied services, such as investment advice, tax planning for NRIs, security analysis and wealth distribution and savings etc.

Asfar believes thorough research and data-backed planning and advice that optimises your wealth with every small and big step you take.

Wealth consists not in having great possessions, but in having the right investments

Wealth Management that Fits Your Portfolio

Having a wealth and investment management plan is critical for getting optimal returns. As your financial and investment advisor, Asfar offers private wealth management advice that fits your financial portfolio. With technological tools, market knowledge and research & analysis we will determine the best mixture of services required for your financial portfolio.

Wealth management focuses on creating, growing and protecting your wealth in your best interest. This involves effective tax planning and optimising your savings, so that you can relax and reap the benefits. Asfar is an expert in tax planning for CXOs, NRIs and High networth individuals and holds years of experience in the GCC region. Hence, is well versed with local regulations, laws and customs that affect your financial planning. He can also advise you in Shariah Compliant Investments, offshore investments and lump-sum investment options that offer better returns.

Let’s set your goals and objectives, then build a bespoke investment plan that is as distinctive as your needs are.

null

Investment Advisory

A finely balanced investment plan across assets and savings including stocks, property and assets etc
null

Portfolio Management

Invest in a wide variety of funds and bonds from leading financial service providers
null

Tax Planning

Tax planning to save your money by uncovering opportunities
null

Lump-Sum Investments

Fixed period single lump sum investments that enhances wealth
null

Offshore Investments

Invest your money sensibly overseas in funds from different countries and industries.
null

Savings Planning

Save for a special purchase or set aside an emergency fund, while you decide where to invest.
null

Offshore Banking

Diversify your assets with an offshore bank account for your internationally mobile life.
null

Shariah Compliant Investments

For investors looking for investments options with Islamic financial principles at heart

Financial Planning Essentials

The proactive optimisation of your financial savings, assets, insurance and investments means deep learning and analysing opportunities to eliminate mistakes that can be a hurdle to your steady growth.
  • null
    The first time we meet, we will understand your goals and why do you want to achieve them
  • null
    Next step is to collect as much data as possible which may involve your assets and liabilities to vacation spending
  • null
    Carrying out a full analysis of your financial situation to find the best possible solutions for you
  • null
    A comprehensive plan specifically tailored to match your goals is provided outlining your finances
  • null
    It’s time to roll, the plan is followed by actions to optimise your financial life
  • null
    Financial planning is an ongoing process of management, constant review and monitoring of your portfolio to suggest opportunities

Hear What Existing Clients are Saying

null

Brings investment opportunities to you, before they become market superstars

My ‘favourite investment guide’, is what comes to mind when I think of Asfar. He has always guided me on very good and fruitful investment opportunities. He brings to you great investments options, even before they become market superstars. A fellow explorer, who understands his clients. He comes with my high and heartfelt recommendations

null

Nikhil Ashref

Project Manager
Abu Dhabi Commercial Bank

Take the First Step to a Better Financial Life Today.
Fill out the Form to Request a Call Back if You are in
UAE, Saudi, Oman, or Qatar