OUR BUSINESS

FinaVestment focuses its energies entirely on wealth protection by structuring comprehensive investment solutions to our clients and by implementing long-term personalized financial and investment strategies.

   

    FinaVestment has access to a broad range of global resources to professionally evaluate current market intelligence, assess inherent risks involved, design asset allocation strategies, and provide consistent reviews on progress and performance along with offering a range of services and activities that provide attractive returns and added value through diversification and protection.

 

      On a case-by-case basis, FinaVestment will have the capabilities to: 

  • Execute trading (equities, fixed income, mutual funds, foreign exchange, etc.)

  • Implement investment recommendations within clients' strategic guidelines.

  • Measure performance periodically and re-adjust as and when necessary.

  • Negotiate and arrange loans (personal, real estate, business, etc.)

  • Locate and execute real estate transactions (residential, commercial, new developments, etc.)

  • Analyse and consolidate assets with timely comprehensive reports.

  • Conduct regular and periodical visits to clients in their respective countries to review account activities.

  • Introduce transactions to private and institutional clients in response to their specific investment needs (joint venture, private equities, Islamic/Sharia compliance, etc.)

  • Facilitate clients’ personal travel and family requirements such as: transportation, accommodations, education, etc.

 Wealth Management

    We provide a complete set of sophisticated wealth management services to clients through an active network of reputable financial institutions to maintain a competitive edge and capture immediate investment benefits.

 

    By representing our clients, we act as intermediaries with regional and global banks and other investment houses to ensure:

 

  • Proper administration of assets under management.

  • Adherence to prescribed investment guidelines.

  • Application of reasonable and competitive pricing.

  • Adequate production of legible statements and valuations.

  • Timely presentation of analytical reports.

  • Competent follow-ups and quick resolution of issues.

  • Consistent dialogue with clients to review new investment ideas.

 

 

 Investment Solutions

We aim to deliver superior investment results and innovative solutions based on rigorous fundamental analysis that identifies intrinsic values.

 

We strongly believe investment solutions emerge from a combination of right products and right managers.

 

 Investment Counseling

   We assist our clients in reaching their financial goals and offer them one-on-one counselling. Relationship managers look for opportunities in changing markets, stay abreast of economic and political situations, and provide responsible personalized solutions to correspond with our clients’ goals and objectives.

 

     We remain committed at all times to a long-term business plan based on the main premise of growth in pursuit of high quality returns and outstanding service.

 

 Tailor-Made Services

    As an integral part of its philosophy, FinaVestment specializes in providing our clients with custom-tailored financial solutions with a high level of sophistication, reliability and transparency.

 

  

 

 

 Research

   Our investment methodology requires an intensive research process to develop an edge over other investors and a disciplined valuation process intended to minimize risk, and have access to the research strength of prime investment houses around the world and will evaluate current situations and provide ongoing reviews of investment and economic trends.