Personal Wealth Management · Dubai, UAE
Wealth, managed personally.
A personalised, hands-on service — not a platform, not an algorithm. Every recommendation is tailored to your income, your risk appetite, your time horizon, and your stage of life.
The goal isn't just to grow your portfolio. It's peace of mind, financial literacy, and a proper structure around your wealth — you will always know where your money is, why it's allocated the way it is, and what the plan is going forward.
Strictly Sharia-compliant. Non-negotiable.
Every portfolio recommendation we make is Sharia-compliant. We do not advise on, recommend, or include any non-compliant instrument — regardless of client preference or potential returns. No interest-bearing products, no non-screened funds, no impermissible asset classes. This is a founding principle of how AKAS Wealth Management operates.
Two ways to work together
Both services are fully Sharia-compliant — the difference is the depth of financial information you share and the scope of advice you receive.
Full Wealth Management
You share your full financial picture — salary, expenses, savings, and cash balances — and we advise on everything: how much to keep liquid, how much to invest, and exactly where to deploy funds each month.
Investment Advisory
You commit a fixed monthly investment amount — no salary or expense disclosure required. We advise purely on how to allocate that amount across asset classes and manage your portfolio accordingly.
| Feature | Full Wealth Management | Investment Advisory |
|---|---|---|
| Portfolio setup & personal dashboard | ✓ | ✓ |
| Monthly portfolio update & rebalancing alerts | ✓ | ✓ |
| Market monitoring & real-time alerts | ✓ | ✓ |
| Monthly investment allocation advice | ✓ | ✓ |
| Education & the reasoning behind every decision | ✓ | ✓ |
| Full salary, expenses & cash-management advice | ✓ | — |
| Savings & current-account split recommendations | ✓ | — |
Guidance across the platforms you already use — Baraka, Sarwa, ENBD Securities, ENBD X, Wio, Binance and others. Your investments always remain in your own accounts.
Clear boundaries, stated up front
Trust starts with being clear about what this service is — and what it isn't.
- We do not hold custody of or directly manage your funds — all investments remain in your own accounts.
- We do not provide formal licensed financial advisory services — this is a personal wealth management and education service.
- We do not guarantee returns — all investments carry risk, and past performance is not indicative of future results.
- We do not make trades on your behalf — every transaction is executed by you.
- We do not advise on or recommend any non-Sharia-compliant instrument, under any circumstances.
How it works, month to month
It starts with a dedicated onboarding session — your current investments, goals, risk appetite, time horizon, and any commitments that shape how much you invest. Then the rhythm is simple:
| When | Full Wealth Management | Investment Advisory |
|---|---|---|
| Funds ready | You notify us → a full investment plan within 24–48 hours, including your invest / save / spend split. | You confirm the monthly amount → allocation advice within 24–48 hours. |
| Monthly | Portfolio dashboard updated; cash, savings, spending and investment allocations reviewed. | Portfolio dashboard updated with latest prices, P&L and allocation weights. |
| As needed | Market alerts and rebalancing recommendations, sent directly via WhatsApp. | |
| Every 6 months | Full portfolio and financial review — strategy, targets and life goals reassessed. | Portfolio review — strategy and targets reassessed. |
Ongoing, all we ask is that you confirm trades once executed, respond to time-sensitive alerts, and tell us when anything material changes. The more we know, the better the advice.
Flat pricing. The same for every client.
One flat price per service — identical for every client, regardless of portfolio size. The setup fee is a one-time charge and includes 2–3 hours of dedicated one-on-one onboarding.
AED 1,000 / month
+ AED 3,000 one-time setup
- Fixed monthly amount, allocated with full reasoning
- Personal dashboard, alerts, monthly updates
- Your broader finances stay private
AED 1,500 / month
+ AED 5,000 one-time setup
- Everything in Investment Advisory
- Full salary, expenses & cash-management advice
- Savings & account-split recommendations
| Service | What you get | Fee |
|---|---|---|
| Zakat Calculation | Full breakdown of zakatable assets across equities, cash, gold and crypto — treated as a withdrawal, never a portfolio loss. | AED 350 / year |
| One-Time Portfolio Audit | A full independent review of your existing portfolio with written recommendations — ideal if you're not on an ongoing plan. | AED 1,500 |
| Financial Goal Planning | A dedicated session on one specific goal — home purchase, education fund, early retirement — with a concrete action plan delivered. | AED 800 / session |
| Ad-Hoc Consultation | A single advisory session for a specific investment question or decision — available to clients and non-clients alike. | AED 400 / hour |
The monthly retainer is billed on the last day of each month. Either party may end the engagement at any time with one month's notice — no penalties, no exit fees, and the portfolio dashboard remains yours to keep. It was built for you and around your financial journey — and it stays that way.
Speak to AKAS directly.
One conversation is enough to see whether this is the right fit — no obligation, and your questions answered plainly.