Appointment Procedure


MEETINGS BY APPOINTMENT ONLY.

All our prospective clients need to get an appointment from us for Initial Discovery Meeting.

Our Charges for this Initial Discovery Meeting are PKR 1500. (You just need to Deposit CASH PKR 1500 in any of the below mentioned bank accounts of Shaukat Khanum Cancer Hospital, Edhi Foundation, Chippa Trust, Saylani Welfare Trust or MSF.

Note: It is our Policy to donate funds generated via initial meetings to these noble institutions as a token of love.

Deposit CASH in any of the Bank Account mentioned and just email us the Scanned Picture of the Deposit Slip to Schedule a Meeting. You will be notified the exact time & date of meeting. (Payment Deposit via any other mode, including IBFT is not acceptable, as it’s very hard to confirm and tally the amount from the welfare organizations mentioned). If you are still interested in IBFT facility, please contact us for the arrangements.

Initial Discovery Meetings are held via SKYPE. On Special Request, IN-PERSON meeting facility is available for PKR 5000. Initial Discovery Meeting focuses on you and your life. This discussion becomes the cornerstone of the deep client relationship we build with you. You share with us your values; goals; personal, professional and institutional relationships; assets; and interests. What does financial success look like to you? What resources do you have? What challenges do you face, etc. We then give our input on your financial situation and discuss what services we can offer you to help you make better financial decisions.

Initial Discovery Meeting does not include any Buy/Sell Recommendation for any instrument including Stock, Gold, Oil, Forex etc whatsoever.

It must be noted that PKR 1500 are the charges for Initial meeting and not for Financial Planning, Financial Advisory, Portfolio Management Services or any other service.

For Further Details Contact Us.         

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Bank Account Details:

 s

Acct Title       :   SHAUKAT KHANUM MEMORIAL TRUST       

Bank Acct No :  1060-00243789-03

Bank Name    :  Habib Bank Ltd

Branch Add    : New Garden Town, Lahore

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 e

Acct Title        :  ABDUL SATTAR EDHI FOUNDATION

Bank Acct No :  075165050173-7

Brach Code    :  075

Bank Name    :  Askari Bank Ltd

Branch Add    :  Aabpara, Islamabad – 44000

Swift Code      :  ASCMPKKA

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s

Acct Title        :  SAYLANI WELFARE INTERNATIONAL TRUST

Bank Acct No :  01001005

Branch Code  :  0016

Bank Name    :  Bank Alfalah Ltd

Branch Add    :  Bahadurabad Branch, Karachi

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c

Acct Title        :  CHIPPA WELFARE ASSOCIATION

Bank Acct No :  97532521000279

Branch Code  :  001

Bank Name    :  MCB Bank Ltd

Branch Add    :  MCB Tower Karachi

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m

Acct Title        :  MAHMOODA SULTANA FOUNDATION 

Bank Acct No :  010-3303-4

Branch Code  :  1234

Bank Name    :  United Bank Limited

Branch Add    :  Al Rehman Branch, I.I Chundigarh Road, Karachi

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