SERVICES OFFERED
From investment advisory to comprehensive financial planning, our services cater to your unique needs. Whether you’re seeking expert guidance in Wealth Management or Retirement Planning, our team is here to navigate your financial journey.
Investment Advisory
$600 minimum to start.
One time advisory fee:$299
Our Investment advisory gives you:
•One time Advisory for investing in different markets.
•Guidance on account opening.
•Up to 30 days access window after investing.
•Custom plan based on your goals.
Financial & Investment Planning
$3000 minimum to qualify.
Annual advisory fee:$999
This hybrid service offers you:
• Access to professional financial advisors.
• Ongoing personal financial planning and automated investing options for you & your family.
• Support for tax strategies, debt management, and other planning topics.
Portfolio & Fund Management
$50,000 minimum to qualify.
One time advisory fee: $1999 & No more than 8% on profits.
With this option, you'll experience:
• Custom investment and financial planning strategies.
• A Certified Financial Planner™ (CFP®) who'll focus solely on your best interests.
• Portfolio stress-testing against thousands of scenarios.
• A personalized plan based on 30+ data points specific to you.
Wealth Building
$2,50,000+ minimum to qualify.
Annual advisory fee: $2999 with 8% share on profits.
To support the complexity of your higher wealth, you'll receive:
• All the benefits of Portfolio management.
• Advice from a dedicated CFP.
• Exclusive investing solutions, including private equity and closed funds.
• Wealth and estate planning.
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What we achieved
Our Impact in Numbers.
WHY CHOOSE ARAB ASSET
Proactive Risk Management
We prioritize risk management to protect and grow your wealth over the long term.
Expertise and Experience
With decades of combined experience in the financial industry, our team of seasoned professionals brings a wealth of expertise to the table.
Personalized Approach
We understand that every client's financial situation is unique. That's why we tailor our investment strategies and financial plans to align with your specific goals, risk tolerance, and timeline.
Maximum Returns
Our investment strategies are designed to deliver maximum returns while effectively managing risk, ensuring that your portfolio grows steadily over time to help you achieve your financial goals.
Access to Diverse Investment Opportunities
Through our extensive network and industry connections, we provide access to a diverse range of investment opportunities, including stocks, bonds, mutual funds, real estate, and alternative assets.
Client-Centric Service
Your satisfaction is our top priority. We are committed to providing personalized, responsive, and attentive service to meet your needs and exceed your expectations every step of the way.
Frequently Asked Questions
To begin investing, simply schedule a consultation with one of our financial advisors or pay and go fully digital. During the meeting, we’ll discuss your financial goals, risk tolerance, and investment preferences to tailor a personalized investment strategy that aligns with your objectives.
Our advisory service provides access to a diverse range of investment options, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), real estate investment trusts (REITs), and more. We’ll work closely with you to construct a well-balanced portfolio tailored to your specific needs and preferences.
We offer transparent fee structures for our investment advisory services. Our fees may be based on a percentage of assets under management (AUM), a flat fee, or a combination of both, depending on the complexity of your financial situation and the services required. We’ll discuss our fee structure in detail during our initial consultation.
We provide regular updates on your investment portfolio to keep you informed of its performance and any relevant market developments. You’ll have access to regular statements, and scheduled meetings with your advisor to review your investment strategy and make any necessary adjustments.
Our investment advisory service stands out for its personalized approach, comprehensive financial planning, and commitment to transparency and client education. We prioritize building long-term relationships with our clients, focusing on their financial well-being and helping them achieve their goals.