At IGI Wealth Management, we count ourselves as fortunate to have the support of a diversified range of businesses from which to draw experience and insight while creating our Client Investment Strategy. Leveraging the strength, reputation and expertise of the IGI Financial Services Group, IGI WM is able to perform Discretionary Portfolio Management for investments in every asset class, including the following major areas:

• Direct Traded Accounts for Stocks, Commodities
• Mutual Funds (Open & Close Ended)
• Certificates of Investments (COIs) / Certificates of Deposit (CODs)
• Government Securities (T-Bills, PIBs, National Savings Certificates)
• Corporate Bonds, TFCS (Listed & Un-listed)
• Sukuk Bonds (Government & Non-Government)
• Child Education Planning
• Retirement Planning
• Health, Life, Disability Insurance
• Travel, Car, General Insurance, Islamic Insurance Products, etc.

Other than managing investments for our clients, we provide facilitation for a number services catering to the special needs of High Net Worth clients, such as:

• Secured & Unsecured Loans
  • At special rates for our WM Clients, we provide a Personal Loan up to Rs. 500,000 available for your use at any time
  • We also offer Secured Loans (Margin Financing) on a case-by-case basis
• Public & Private Trusts
  • We help you establish Private Trusts to safeguard the transition of personal assets and property for your family or select beneficiaries
  • We can create a Public Trust to channel your efforts for Charitable Activities
• Tax Advisory
  • We arrange for qualified Tax Professionals to assist with the filing of your tax returns
  • Other tax related issues can be handled through the Chartered Accountancy firms on our approved panel

More important than the type of products available is IGI WM’s commitment to providing responsive service, insightful analysis and winning strategies to best serve our client’s wishes and help them realize their financial goals. We strive to be your partners in growth, and will be unrelenting in our efforts to make your experience with us as beneficial as possible.