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FIROZ KARIM (MBA FAIQ(CII UK))

Speaks

English,Hindi,Malayalam,

Nationality

Indian

Funds Under Management

USD 25 Million +

Experience

18 years +

No:of Clients

500 +

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About FIROZ KARIM (MBA FAIQ(CII UK))

 

 

I am an independent financial advisor and i works in all areas of comprehensive financial planning including, but not limited to, Retirement, Education, Investments strategies for individuals and small businesses.

I have been a Dubai resident since 2002 and spent 3 years as a Personal Financial Advisor with Zurich International, 14 years with Nexus Insurance Brokers, Sahara Assurance, and continental International

I  received my masters of financial management from india and holds various insurance and financial planning certifications.  

And I follows a simple, yet comprehensive "needs based" financial planning process for my clients, with following process methods

 

  1. Identify Specific Goals & Objectives
  2. Gather Information
  3. Analyze & Diagnose
  4. Propose Solutions
  5. Implement Appropriate Action Steps
  6. Review Progress Quarterly

 

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