Ethical Investments is a financial advisory service provide with an aim to meet our clients life goals by providing unbiased investment advise.

Why Financial Planning Is Important

Financial Planning helps households to manage ongoing needs and prepare for future needs. There are a lot of common needs of most households, right from owning a house to children education, children marriage, to accumulating enough corpus to have a peaceful retirement life. All this requires a proper customized financial plan. Remember “Failing To Plan Is Planning To Fail”.

Key Elements of Sound Financial Plan

Strategies to help you reach your goals

Implementation protocol

0

Flexibility

Our Services

Financial Planning

It is a continuous process through which we help individuals manage their finances and make sensible decisions about money to achieve their life goals.

ETHICAL INVESTMENT PLANNING

Sharia compliant portfolio advisory comprising of Direct Equities, Mutual Funds and ETFs.

Our Approach

Assess Life Goals

  • Dream House Purchase
  • Children’s Education
  • Children’s Marriage
  • Vacation
  • Retirement Planning

Process

Step 1 : Data Gathering and Goal Setting

Step 2 : Evaluate Current Position

Step 3 : Develop Plan

Step 4 : Implement Plan

Step 5 : Monitor & Review

Financial Planning Involves

  • Risk Profiling
  • Goal Planning
  • Investment Management
  • Insurance Planning
  • Tax Planning

Financial Consultant & Advisor

Iqbal Shaikh

B.E, PGDBM, CWM® 

Founder / Chief  Investment Advisor

Hi, I am an investment adviser and founder at Ethical Investments, living and practicing in Mumbai. I have worked with organisations like IL&FS Investsmart ( HSBC Investdirect) , Way2Wealth , BITS Portfilio Advisors as wealth manager . I like reading and listening to views on economics, money and financial markets. I help my clients make sound money decisions to achieve their financial life goals.

SEBI Registration Number: INA000007474

ETHICAL INVESTMENTS

VISION

To be recognized as one of the most ethical and trusted investment adviser.

MISSION

Continually engage with clients through the investment life cycle and maintain tranquility.

 Ensure optimum client servicing leading to excellent customer experience.

 Continually acquire knowledge that helps clients mitigate risk and achieve superior returns.

GET IN TOUCH

Iqbal Shaikh

B.E, PGDBM, CWM®