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 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 )

03. Education

POST GRADUATE DIPLOMA IN BUSINESS MANAGEMENT

INDIAN INSTITUTE OF PLANNING & MANAGEMENT, IMI – BELGIUM

BACHELORS OF ENGINEERING – ELECTRONICS

MHSSCOE – MUMBAI UNIVERSITY

ETHICAL INVESTMENTS

VISION

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

MISSION

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.

VALUES

Diligence

Conscientiousness in paying proper attention to our task

Ethics

Moral principles that govern conducting our activities

Wisdom

Accumulated knowledge and enlightenment

Sagacity

Mental ability of good judgement

GET IN TOUCH

Iqbal M. Shaikh

B.E, PGDBM, CWM® (Chartered Wealth Manager)

Address : A-13-503 , Millat Nagar, Lokhandwala Complex, Andheri(w), Mumbai – 400053

ethicalinbox@gmail.com

+919821178728