Invest with confidence, Alinma Capital aims to understand the client’s goals and needs by providing an investment consulting management service that helps you make your financial decisions in a thoughtful manner to achieve profitable investment returns, as we provide you with advice and guidance regarding the investments that are appropriate for you, whether they are long-term or short-term investments. We provide you with strategies that are appropriate for your goals.
Invest with confidence
We provide you with advice and guidance in choosing the right strategies for your goals.
Our consulting scope mainly includes five stages:
Setting goals
Understand the client's needs and objectives and include them in the Investment Policy Statement (IPS).
Customer Asset Analysis
Analyze and evaluate the components and performance of the current investment portfolio.
Strategic Distribution
Determine strategic asset allocation and identify ideal portfolio managers.
Strategic Distribution
Analyze and evaluate the components and performance of the current investment portfolio.
Implementation and monitoring
Monitor the performance of the investment portfolio on a regular basis, ensure that the client’s objectives are achieved and provide improvements to the portfolio’s returns when needed.
