ETHICAL INVESTMENTS

SEBI REGISTERED INVESTMENT ADVISOR

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

You’ve got to tell money what to do or it will leave

– Dave Ramsey

Most people don’t plan to fail

they fail to plan

– Jhon L.Beckley

A penny saved is a penny earned.

– Benjamin Franklin

It not your salary that makes you rich. it’s your spending habits.

– Charles A. Jaffe

Planning is bringing the future into the present so that you can do something about it now.

– Alan Lakein

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

Financial Planning leads to Financial Security

How Ethical Investment Can Help?

Financial Planning & Goal Setting
Step 1

Financial Planning & Goal Setting

  • Define Major Life Goals
  • Desired Rate Of Return
  • Conduct Risk Profiling
Asset Allocation
Step 2 Asset Alloction

  • Evolve An Asset Allocation
  • Implement An Asset Allocation
Performance Review

Step 3

Performance Review

  • Portfolio Updates
  • Recommendations
Monitoring & Review
Step 4 Monitoring & Review

  • Monitor Progress
  • New Goals Or Priorities

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® 

Office : 303, Link Plaza, Off Link Road, Near Infinity Mall, Andheri (W), Mumbai – 400053

iqbal@ethicalinvestments.in

+919821178728