Your plan review with Furqan

1-1 Wealth Meeting with Furqan Punjani

Get a clear wealth plan and know exactly what to do next.

Rs 25,00030 mins + 10 mins graceOn Zoom

Build my wealth plan with FurqanOpens the booking form: a few questions, then payment

Watch: what happens in the meeting

Is this for you?

Starting from scratch? You want a solid, guided start, so your first move is the right one.

You've built real savings, but it's sitting idle or scattered: a bank account, a plot, some gold.

You know what you want: your children's education, a home, retiring on your terms. You don't know if your money will get you there, or by when.

You've heard enough opinions from brokers, YouTube and family. You want one clear plan from someone who earns no commission on what you buy.

Earning abroad? You're not sure whether to invest where you live, back in Pakistan, or both.

Where to begin, based on where you are today.

We go through your income, expenses and savings, and work out how soon you can reach your goals through investing.

Matched to your knowledge, risk appetite and time commitment.

The few most important things to focus on, and what to ignore.

How your Roshan Digital Account fits your plan: Naya Pakistan Certificates, PSX, funds.

What we will not cover

Stock or sector recommendations. This is not an investment advisory meeting.

Investing basics in detail. The meeting is personalised, so there's no time for concept lectures.

Picking foreign stocks or funds. We'll discuss how much to keep in Pakistan vs abroad, not what to buy there.

300+1-1 wealth meetings held since 2024

1 in 3joined from overseas: Saudi Arabia, UK, UAE and more

Headed research and sales departments at top brokerage houses of PakistanTopline Securities · BMA Capital · Alfalah Securities

SECP-licensedInvestKaar is a licensed securities advisory firm

Rs 25,000 · 30 mins + 10 mins grace · On Zoom

Bring your monthly income, expenses, savings and goals. Ready numbers mean a better plan.