Services

Financial Planning

Financial Planning

Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.” ― Pablo Picasso

We believe your goals are as unique as you are which is why we craft a unique investment strategy for you. Working as a team, we take a 360-degree view of your personal situation and your investment assets. We focus on goal based investing approach rather than traditional investing because it reduce unknown risk in your life with goals-based asset mix.

 

Dedicated Investment Counselors understand your personal situation, financial goals, short term needs, and long-term objectives including estate planning and philanthropic aspirations. Then provide you personalized portfolios, benefiting from the same disciplined investment process followed by pension plans, managed and reported on separately to help you meet each individual goal. Regular portfolio reviews with you to ensure we are on track to meet their goals.

Wealth Management

"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for." - Robert Kiyosaki

It takes a lifetime to accumulate the wealth but it can be destroyed overnight, that’s why our portfolio management team has developed a unique risk management system which ensures that the accumulated wealth is preserved before it grows potentially and you may find yourself funding many generations to come.

Naphjas Wealth Management
Estate & Tax Planning

Estate & Tax Planning

As your wealth increases, the complexities of your needs also increase.  “NAPHJAS” seasoned professionals can provide the knowledge and expertise needed to handle even the most complex challenges.

 

If you’re a high-net-worth client, you’ll have the benefit of a team of accountants, lawyers, and other specialists with extensive experience developing wealth strategies for you and your family. Your wealth strategy is developed based on a number of considerations, like Identifying retirement income streams, Estate planning, Transitioning a business, Accessing sophisticated credit solutions, Tax planning, Philanthropic planning.

Private Banking

As you pass through different stages of the wealth cycle, it is prudent to consider how your cash and credit needs are managed. A dedicated Professional will work with you and your other professional advisors to craft personalized solutions like Credit facilities structured to support your goals, including deposits, loans, and mortgages. Access to specialty finances capabilities, including investment lines of credit, insurance lending, and real estate financing.

Private Banking