Specialized Financial Consultation – Custom Investment Portfolio (3 Sessions × 60 Minutes)

Receive a fully personalized and structured investment plan through three separate sessions, designed to align with your financial goals, risk tolerance, and investment horizon. This program offers clear, professional guidance to help you build or enhance a successful and balanced portfolio.

Session Breakdown:

Session 1 – Analysis & Planning:

-Review of current financial situation

-Definition of short- and long-term investment goals

-Assessment of risk tolerance and time horizon

Session 2 – Strategy Development:

Recommended asset allocation

-Sector and geographic diversification

-Sample suggestions of ETFs, stocks, or Sharia-compliant sukuk (upon request)

Session 3 – Follow-up & Optimization:

-Portfolio management and long-term tracking strategy

-Performance review and adjustment methods

-Final Q&A and delivery of a written strategy report

Ideal For:

-Individuals starting to build their investment portfolio

-Investors looking to review or optimize their current portfolio

-Anyone seeking a structured and professional investment strategy

Service Features:

-3 individual consultation sessions (each 60 minutes)

-Online via Zoom or Google Meet

-Confidential – Professional – Data-Secure

-Includes a comprehensive written report after the sessions

Important Disclaimer:

This service is for educational and advisory purposes only. It does not constitute a direct recommendation to buy or sell. Final investment decisions are the sole responsibility of the client.

📩 Important Note:
Please make sure to enter a valid email address and phone number during the payment process. This information is essential for us to contact you and schedule your consultation sessions.

💳 Secure Online Payment

To confirm your booking and proceed with the session, please use the secure payment link below:

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