Financial Video

Wealth Management

We believe in building a relationship with you that enriches every other relationship in your life, which is why we provide financial opportunities that help you to manage and potentially grow your wealth.

Our Wealth Management Services draw their strength from the 3 pillars:

1. We start with gaining customer insight
Our financial planning tool called Goal Planner will help you to manage your financial needs.
The tool offers you :

Comprehensive financial analysis
Know your needs, goals and preferences with our comprehensive fact finder

Risk profiling
Find out your risk tolerance with our risk profiling tool

Tailored wealth solutions
Appropriate solutions are recommended by the tool according to your needs, risk profile and investment objectives

Financial planning reports
At the end of your planning session you will receive a copy of the goal planner report that will provide you with an overview of your financial position, your financial needs and recommended solutions.

2. We connect you to global opportunities
We are backed with research capabilities in wealth management which enable us to offer products that seek to capitalize on opportunities beyond local markets.

3. We offer wealth management solutions suited to customer needs:
Our Relationship Managers, who are trained and accredited, shall guide you with your investment decisions. They will offer suitable solutions based on individual needs, risk appetites and investment objectives, namely:

  • Protection for your family
  • Education planning for your children
  • Retirement planning
  • Managing and growing wealth

Our wealth management solutions include a range of investment and insurance products from trusted partners. We also offer a secure online platform to take care of your investments and perform online transaction as well from any part of the Globe.