Ethical Investments is a financial advisory service provider with an aim to meet our clients life goals by providing unbiased investment advise.
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Why Financial Planning Is Important
Key Elements of Sound Financial Plan
Strategies to help you reach your goals
Implementation protocol
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.