Saaf Capital
Saaf Financial

Investment Advisor

Investment Advisor

<p>SA'AF CapitaL believes that the first and most important step in providing investment advice to clients is meeting the client and deeply, accurately, and analytically understanding their needs, goals, and investment constraints. The client's Investment Policy Statement (IPS) then documents all relevant details and serves as the basis for determining the Strategic Asset Allocation (SAA). After the client approves the strategic allocation, the most suitable asset managers are selected, and the updated investment portfolio is continuously monitored to ensure the client's objectives are met and to provide periodic suggestions for improving portfolio returns when needed.</p>

The scope of investment advisory work essentially consists of five consecutive stages:

1Meeting the client and determining their goals, risk tolerance, and investment constraints

2Preparing the client's Investment Policy Statement (IPS)

3Determining the appropriate Strategic Asset Allocation (SAA) for the client

4Selecting suitable asset managers to implement the Strategic Asset Allocation (SAA)

5Periodic monitoring of portfolio performance and providing regular reports to the client

Your investment advisor

Saaf experts in Saudi market

Our advisors can tell you everything about our time-tested investment strategy and help you plan to achieve your financial goals.
Book a consultation
Saaf experts in Saudi market