About Us

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We CAPITAL KING INESTMENT AND FINANCE MANAGEMENT PRIVATE LIMITED Business is all about strategy and planning, in order to achieve success at corporate level a well planned financials are required. These financial needs will be catered in customized manner at our platform. The Financial needs of the customers and business partners are planned by our expert team with the consent of the concerned parties and keeping the time line in tact. Our Motto is “if you believe you can achieve”

Array ( ) This is delivered by a highly qualified and experienced team of people using the very latest systems in an environment of integrity, commitment and transparency keeping you involved, informed and in control.

Working together with you and other trusted professionals, we aim to deliver ingenious solutions to exceed your expectations that will stand the test of time.

Services

  • Introduction of proven processes
  • Identify client needs and objectives
  • Completion of confidentiality forms

An extensive assessment of your financial circumstances will be established at the outset to determine your financial planning requirements. Once your objectives are defined, every client has the option to execute this either partially or completely.

  • Review of existing financial position
  • Review of existing assets
  • Review of existing retirement provision
  • Discussion of objectives
  • Prioritising objectives
  • Discussion of a practical strategy
  • Agreement on realistic expectations
  • Defining client’s attitude towards risk
  • Discussion of possible solutions
  • Advice on any tax concerns
  • Estate planning review
  • Preparation of client’s financial analysis and financial plan
  • Followup and client presentation

Implementation of any plan is entirely up to client discretion.

  • Restructuring of existing assets
  • Restructuring of existing investments, pensions and savings contracts
  • Transfer of existing investments, pensions and savings contracts
  • Purchase of investment contracts
  • Purchase of pension contracts
  • Sale of investment contracts
  • All other administrative matters required to implement recommendations

Regular face-to-face client reviews is a priority for us and essential towards ensuring that all personal portfolios continue to meet lifestyle and investment objectives. Financial objectives may change over time due to changes in lifestyle or circumstances. Similarly, any financial strategy or investment portfolio may become unsuitable for a range of reasons:

  • Changes in the economic environment
  • Changes in legislation
  • Changes in personal needs and objectives
  • Changes in investment sector performance
  • Specific investment performance
  • Fund manager performance
  • Our Consultancy fees is fix 15000/-00 & Depend on various Customers Requirement

Portfolio Strategy

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THE FINANCIAL PLANNING JOURNEY

INVESTMENT TIME HORIZON

“We have no idea and never have whether the market is going to go up, down, or sideways in the near future.”

— Warren Buffet

WE HAVE A CLEAR INVESTMENT PHILOSOPHY

“The idea that any single individual without extra information or extra market power can beat the market is extraordinarily unlikely. Yet the market is full of people who think they can do it and full of other people who believe in them... why do people believe they can do the impossible? And why do people believe them?”

— Daniel H Kahneman

We are seeking to expand our already successful advisory team with other established financial consultants in the region.

Successful candidates will need to demonstrate at least two years of a proven track record and should be industry qualified. We are looking for team players with a natural instinct to help others. Applicants should be analytical, trustworthy, responsive and persuasive candidates and possess a strong determination to succeed.

We pride ourselves in our professional office environment, our solid sales support systems and administration team. Abacus’ unique financial planning and reporting service together with our proven asset allocation model is unparalleled in the Gulf.

Our vision is to create an environment where the most professional advisers can establish a long-term, sustainable, profitable relationship with clients and to use our collective expertise within financial planning to make a positive difference in all stages of life.

Carrers

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