It Starts With You
Whether you’re just starting to invest or need to evaluate your existing strategy, your Relationship Manager will help you prioritize your goals and develop an appropriate approach tailored to your situation. Your Relationship Manager will identify suitable investment opportunities and help you make well informed investment choices for building and growing your savings, based on your goals and plans for the future. They make it easier.
- We start with a discussion of your goals what you want to accomplish financially.
- We will then assess your current financial situation focusing on the elements related to your goals. We will review your existing savings and investments, assets, liquidity needs, and tolerance for risk. This assessment provides the foundation for the action steps that follow.
- Next, we will help you develop a financial strategy appropriate for your goals and situation. This strategy becomes the basis for the detailed plan to get you where you want to be.
- Your Relationship Manager at Al Meezan then helps you prepare a plan to reach your goals. It begins with your current financial situation and offers step-by-step recommendations. The result is a customized solution just for you.
- Lastly, we will help you implement the plan and periodically review your progress with you.
Why Al Meezan
- The support of an asset management company with over 20 years of experience in helping clients with their investment decisions from investment planning, investing and reviewing the progress towards accomplishments of goals.
- Personal, ongoing guidance and advice from your Relationship Manager
- Access to a broad range of Shariah compliant investment solutions and services,
- Reliable client service
- Conveniently accessible branches and online transactions facility
Talk with one of our experts today.
Call 0800-HALAL (42525)
Monday to Friday
9 a.m. to 8 p.m.
9 a.m. to 1 p.m.