company
Mission
OUR COMPANY'S MAIN MISSION REMAINS THE SAME
To be the leading provider of top-quality and professional wealth management & worldwide investment.
WHY?
We want to make a real difference in the community and in our customers' lives
HOW DO WE GET THERE?
By ramping up our efforts on executing our key strategies for the year
Our Major Goals
75%
Increase Clients
50%
Increase Connections in Market
Services
A Wide Range of Services
Wealth Management
Our vision is to help you plan a future that justifies your lifestyle and success. Backed by experience, we focus on making your future better.
Management Consultancy
Helping you identify & solve complex business, operational and organizational problems and provide improved process including company establishment in the UAE, bank account opening and more.
Investment Services
Providing personal and business investment solutions in the UAE and overseas tailored to your risk profile, situation and objectives.
OUR KEY COMPANY STRATEGIES
Expand online presence
A solid website and an effective social media presence will strengthen our brand and allow us to connect more with existing clients and future customers.
View TasksBoost current referral scheme and policies
A significant percentage of our closed deals are from leads we receive from referrals and word- of-mouth.
Referrals are low-cost but effective in creating awareness of our brand.
When our clients and contacts refer us to others, they present their trust in the quality of our services. This creates a positive impression of our company.
We should experience a 20% increase in leads from referrals by the first quarter.
More than half of these leads result to closed sales -- this would contribute significantly to our revenue goal for the year.
Develop and nurture community partnerships
We leverage existing networks and create new connections to give back to the community and foster mutually beneficial relationships with local businesses.
Provide safe, reliable & cost-effective service
Streamline core operational, improve cost efficiency and enhance performance through effective monitoring and evaluation.