Licensed activity
Investments Consultancy
Independent advice on allocation, structure and partners — including the Sharia-screened options and brokerage access our clients cannot assemble alone.
The mandate in practice
What this pillar delivers — and how.
Advisory clients come to us when a decision is structural: how to fund an expansion, whether a partnership is priced fairly, how a portfolio should be shaped around a family’s obligations. We take a documented position and defend it in writing.
The desk also operates the wealth-management brokerage: execution and market access for private wealth, run under the group’s compliance framework rather than a sales target. Where a client needs Sharia-screened structures, screening is evidenced — not asserted.
Engagements run under a written scope and, for discretionary mandates, an investment policy statement agreed before capital moves.
What this pillar covers
Scope, structure and operating rhythm.
Capabilities are documented, staffed and reviewed.
- Allocation and structure opinions, in writing
- Wealth-management brokerage and market access
- Sharia-screened mandate options with evidence
- Partner pricing and partnership reviews
Related mandates
Investment lines delivered through this pillar.
| Product | Category | Risk level | Horizon | Suitability |
|---|---|---|---|---|
| Gulfara Banking to ClientsClient-facing banking capitalCapital supporting client-facing banking operations, extending deposits, payments and personal financing services to individual customers. | Banking & Capitalization | Moderate | Medium (3–5y) |
|
| Gulfara Banking to BusinessBusiness-to-business capitalCapitalization of business-to-business banking operations, providing trade, working-capital and corporate finance lines to commercial enterprises. | Banking & Capitalization | Moderate | Medium (3–5y) |
|
| Gulfara Wealth Management BrokerageBrokerage for private wealthA subsidiary brokerage operation serving private wealth with market access, execution and portfolio servicing under the group compliance framework. | Subsidiary Stock Businesses | Moderate | Medium (3–5y) |
|
Illustrative suite scoped to this licensed activity. Nothing here is an offer or solicitation. Capital is at risk.
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