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.
– Dave Ramsey
Most people don’t plan to fail
they fail to plan
– Jhon L.Beckley
– Benjamin Franklin
– Charles A. Jaffe
– Alan Lakein
Why Financial Planning Is Important
Key Elements of Sound Financial Plan
Strategies to help you reach your goals
Financial Planning leads to Financial Security
How Ethical Investment Can Help?
Financial Planning & Goal Setting
- Define Major Life Goals
- Desired Rate Of Return
- Conduct Risk Profiling
- Evolve An Asset Allocation
- Implement An Asset Allocation
- Portfolio Updates
- Monitor Progress
- New Goals Or Priorities
Financial Consultant & Advisor
Iqbal M. Shaikh
B.E, PGDBM, CWM® (Chartered Wealth Manager)
Founder / Chief Investment Advisor
I am an investment adviser and founder at Ethical Investments, living and practicing in Mumbai. I began my career working as a Relationship Manager – Equities with IL&FS Investsmart (HSBC Invest direct) and moved on to their Private Client Group Desk – Wealth Management and later on in an advisory role with companies like Way2Wealth securities and BITS Portfolio Advisors Pvt. Ltd. In a career spanning more than a decade I have focused on acquiring knowledge on financial markets, investment avenues and matched them to my client’s needs thus helping them achieve their financial goals. My approach is to work with my clients and support them throughout the investment cycle till the time their financial goals are met which is the very essence of financial planning.
SEBI Registration Number: INA000007474
01. Key Skills
Investment Advisor,Financial Planning,Equity Analysis,HNI Sales,Business Analysis,Training,Team Management,Presentation Skills.
02. Career Records
Director at BITS PORTFOLIO ADVISORS PVT LTD(April 09 – April 17) Assistant Manager at WAY2WEALTH SECURITIES PVT LTD ( March, 08 – April, 09 ) Relationship Manager at IL&FS INVESTSMART LTD ( May, 06 – Feburary, 08 )
POST GRADUATE DIPLOMA IN BUSINESS MANAGEMENT
INDIAN INSTITUTE OF PLANNING & MANAGEMENT, IMI – BELGIUM
BACHELORS OF ENGINEERING – ELECTRONICS
MHSSCOE – MUMBAI UNIVERSITY
To be recognized as one of the most ethical and trusted investment adviser.
To approach the investment process in a holistic manner to achieve client investment objectives
Continually engage with our clients throughout the investment lifecycle and maintain tranquility.
To ensure optimum client servicing that will provide excellent customer experience.
To continually acquire knowledge that will help clients in mitigating risk and achieving superior returns.
Conscientiousness in paying proper attention to our task
Moral principles that govern conducting our activities
Accumulated knowledge and enlightenment
Mental ability of good judgement