Zahi knows the ins and outs of financial Planning and wealth Management, he is a qualified independent financial advisor who specializes in dealing mainly with middle-eastern expatriates.
Zahi is an associate member of the Chartered Institute for Securities and investments (CISI) where he completed his Level 4 - ESMA/MiFID II compliant– International Certificate in Advanced Wealth Management (ICAWM) and studies towards Chartered Wealth Manager status.
He also holds a Masters of Business Administration Degree (MBA) in Finance from the American University of Science and Technology (AUST). His consultation includes professional financial and investment advice for individuals and institutions covering mainly the following:
- Passive income by investment
- Income generating assets
- Real estate investments
- Stock market Investments
- Retirement planning
- Children Education planning
- Asset and portfolio management
- Sophisticated investment vehicles
- Alternative Investments
- Succession estate planning
- Income protection
- Financial protection from unfortunate events
Moreover, he follows a holistic approach to financial planning where his clients are offered customized financial solutions based on their financial objectives, needs and goals by presenting a range of solutions to help grow and protect their savings and investments from currency devaluation, default risk, inflation, … etc. As an investment expert, Zahi uses professional analytic techniques in order to provide the right service and makes sure that all of the investments have a legally robust structure and are investment grade products that offer some form of investor protection.
Zahi thoroughly enjoys meeting with his clients, he has a passion for investment management and helping clients grow their wealth. He always makes sure that his clients are happy with the advice given, are on track with their own financial goals and are making profits on their investment portfolios. He is well known for his honesty, exceeding clients’ expectations and following through on commitments.
MBA In Finance
- CISI level 4