Our Approach
To master the discipline of any art, you need to master the art of discipline. This belief is deeply embedded in our thought process. At Barakah Finserve LLP, we aim to combine an understanding of your priorities with a systematic, step-by-step process. We start by spending time getting to know you and your needs. And we maintain this kind of personal attention throughout all the steps which follow
Need Analysis: A careful evaluation of your needs and help you define your objectives
Risk Profiling: Helps us assess and understand your risk appetite
Discussion: Based on the objectives and risk profiling, suitable products are discussed
Execution: Implementation basis customer instruction in a seamless manner
Reporting: Regular update to keep you informed on the performance of the holdings
Monitoring & Review: Periodic evaluation of the holdings in line with the set objectives