Retail Wealth Management
Thinking about Systematic Investment Plan, Lump sum Investment or Tax saving investments, we provide financial expertise and strategies to help you achieve your short and long-term goals.
Retail Wealth Management: At Barakah Finserve LLP we understand that your financial needs require special attention. In order to help you on your wealth journey, we offer you a range of carefully evaluated investment products. We work with you to plan for your short, medium and long term goals, be it building a corpus for buying a house, planning for kids’ education or retirement planning.
We begin with understanding your risk profile and investment needs, basis which investment goals can be set and appropriate products can be chosen.
We offer the following suite of investment solutions across all the major asset classes
Equity : Investments in equity through Mutual Funds, IPOs.
Shariah Compliant Mutual Funds : Equity funds which invests in a diversified equity portfolio based on principles of Shariah.
Fixed Income : Investments in Fixed Income through Bonds, Corporate Fixed Deposits, Debt Funds.
Gold : Investment in Gold through Mutual Funds and ETFs.
General Insurance : Covering Motor, Travel, Health and Home offered through our General Insurance Partner.
Life Insurance : Life Insurance through Term Plans offered by our Life Insurance Partner.