317-208-5566
OUR SERVICES
ISLAMIC VALUE-BASED INVESTMENT
- Screening your stocks or your entire portfolio for compatibility with Islamic values (in-house, IdealRatings, and audited by our scholar)
- Find out what is your risk tolerance to see your investment style
-Study your portfolio to help you allocate your current investment to better fit your risk tolerance and goals
- Invest with Zaki. we offer Separately Managed Accounts (SMA) that are well diversified, professionally managed by McLaughlin Asset Management, and held at trusted custodian Charles Schwab.
ISLAMIC FINANCIAL PLANNING
- In-depth assessment of investment portfolio
- Very comprehensive retirement planning with how much to save and when to retire including social security planning, stress-testing and different scenarios
- How much you need for each child for public, private or specific college and how to achieve it
- Tax filing and best tax strategies
- How much insurance is needed and what is halal
- Estate planning including Islamic distribution, wills and trust guidance, and estate tax strategies
- Charitable giving legacy strategies