Your Personal CFO
Just as a CFO of a company analyses the full picture, the balance sheet and then puts together a strategic plan I operate the same way as a ‘Personal CFO’ to conduct a full comprehensive fact find and provide you with independent solutions right from insurance, investments, real estate to estate planning.
No matter how successful someone is in their career they may not be a complete expert in all areas of their own finances. Having a holistic view of your full financial landscape and what goals are important to you and your family. I then put together a strategic action plan and leverage on my pool of resources and partners internationally as well as locally to help execute this. I then regularly review this plan, adjusting accordingly to your life’s journey and help protect you and your family against any risks along the way, until your goals are achieved. As I am independent, I am not limited to the solution of one company but have access to multiple opportunities from hedge funds, real estate club
Professional and Qualified
Being professionally qualified, I have the necessary training and certifications that backs up my advice to give you the confidence that you, your family and your hard-earned money are in safe hands. I Certificate for Financial Advisors (CeFA) from the London Institute Of Banking and Finance ( LIBF).
Experienced
With over 15 years with the world’s largest global financial services brands such as Barclays International, HSBC and Zurich Insurance, I have worked in Retail Banking, Private Banking, Life Insurance, General insurance through banks, brokers and Individual Private Clients. Through these industry leaders I have integrated global standards for advice, client service, compliance and goal orientated solutions throughout my advice process. My experience has been across client facing roles to leadership and strategic functions such as Sales, Distribution, Marketing and Communications.
Company Details
- Employees
- 2
- Founded
- -
- Address
- Dubai, Ae
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.wba.ae
- Keywords
- finance, wealthmanagment, insurance, life insuarnce, investments, protection planning, retirement planning, financial advice, asset management, private banking, insurance portfolio bonds, wealth, general insurance, medical insurance, jumbo life insurance, real estate, holistic advice, fee based advice, estate planning, wills and trusts.
- HQ
- Dubai
Wba Questions
Wba's website is http://www.wba.ae
Wba's LinkedIn profile is https://ae.linkedin.com/company/wealthbyamrita
Wba has
2 employees.
View email and phone details for 2
employees at Wba.
Wba's industry is
Financial Services
Wba's categories are Financial Services
Wba's founding year is 2018
