SERVICE - Wealth management

Elevate Your Investments with Us!

At Investment Services, we're dedicated to understanding your needs and creating portfolios with care. Our systematic approach includes thoughtful product selection, timely reporting, and regular rebalancing. Let us inspire your financial journey.

Your Investment Journey, Systematized ​

  • Company Trade License
  • Certificate of Incorporation or Registration
  • Share Certificate(s)
  • Company Memorandum & Articles of Association
  • Board Resolution or Power of Attorney empowering a Company Officer to open the account.
  • Passport copies for all officers / directors / shareholders and authorised signatories*
Opening an individual bank account in the UAE is a relatively straightforward procedure. However, customer due-diligence or identification requirements may vary depending upon the customer’s presence in the UAE, the origin of their place of birth, and their employment or business duration in the UAE. Opening an individual bank account with international banks in the UAE has become more time-consuming, albeit not impossible. The process is generally as follows:
  • Passport Copy
  • Visa copy
  • Emirates ID
  • Salary Certificate
  • Company bank statement (self Employed)

Your Investment Journey, Systematized

Investment Services offers a structured approach to guide your investment decisions. Our process begins with in-depth client profiling, understanding your goals, cash flow requirements, and risk tolerance – whether Cautious, Moderate, or Aggressive.