Wealth Management Advisory
No two people are the same when it comes to managing their finances. Risk preference is the foundation upon which investment decisions and portfolios are built. At Fintrust, we work with High Networth Individuals, families and foundations to develop their wealth and investment management strategies.
We initiate our engagement with a thorough understanding of your preferences. This helps us provide clear insights into the investment instruments optimal for your requirements. Our service offerings for individuals are as follows:
financial planning
To help you achieve your financial goals while safeguarding your wealth, we create a plan personalized for you, with multiple alternatives. Post-creation, we discuss each detail to assist you in selecting the right path ahead.
financial advisory
We offer advice for a diversified spectrum of asset classes, backed by in-depth insights and expertise built over decades of practice. Our objective is to explain the most complicated concepts/solutions in the simplest manner possible.
universal life insurance
We help you avail this unique insurance policy, which offers high-value insurance protection for families and corporates. It provides guaranteed rates and flexible premiums, along with various premium financing options.
mortgage assistance
We facilitate real estate and mortgage options in UAE, as well globally, through our trusted partners. Whether you are looking to purchase, refinance or switch your mortgage, we coordinate with banks to ensure the same.
solutions offered
Our international private wealth management portfolio offers clients with a multitude of benefits such as:
- Retail and private banking
- Offshore asset holding platforms
- Access to global markets and currencies
- Customised international equity portfolios
- Global structured and fixed income products
fiduciary advisory services
We assist you in planning for the future by providing the best financial structure for your decisions involving passing over assets and inheritance to selected beneficiaries. This includes the creation of certain trusts or foundations.
When it is obvious that the goals cannot be achieved, do not question the goals. Rethink your action steps.
