ShariaPortfolio

ShariaPortfolio ShariaPortfolio is a boutique firm that provides Sharia-compliant investment and wealth management services. DISCLAIMER:
ShariaPortfolio, Inc.

We are dedicated to providing professionally managed Halal investment solutions that help Muslims achieve their financial goals while remaining is registered as an investment advisor with the United States Securities & Exchange Commission. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory se

rvices. If you are interested in our services, please e-mail us or call and request our Disclosure Brochure (Part 2A of the Form ADV), which provides detailed information about ShariaPortfolio, Inc. and any inherent risks that may be associated with our services. SEC Registration does not imply a certain level of skill or training. This communication expresses the views and opinions of the participants as of the date it was recorded or indicated, and such views are subject to change without notice. ShariaPortfolio, Inc. (“ShariaPortfolio”) has no duty or obligation to update the information contained herein. This communication may include forward looking statements that are based on then-current beliefs of the participants. Such forward looking statements may involve assumptions and known or unknown risks and uncertainties that are subject to change and may differ from actual results, performance or events that occur in the future. Further, ShariaPortfolio makes no representation, and it should not be assumed, that past investment performance is an indication of future results. Moreover, wherever there is the potential for profit there is also the possibility of loss. This memorandum is being made available for educational purposes only and should not be used for any other purpose. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction. Certain information contained herein concerning economic trends and performance is based on or derived from information provided by independent third-party sources. ShariaPortfolio believes that the sources from which such information has been obtained are reliable; however, it cannot guarantee the accuracy of such information and has not independently verified the accuracy or completeness of such information or the assumptions on which such information is based.

Eid Al-Adha Mubarak from the ShariaPortfolio group of companies ✨
05/27/2026

Eid Al-Adha Mubarak from the ShariaPortfolio group of companies ✨

A lot of retirement-account confusion comes from treating those two questions as the same one. A 401(k), Traditional IRA...
04/17/2026

A lot of retirement-account confusion comes from treating those two questions as the same one.

A 401(k), Traditional IRA, Roth IRA, or rollover IRA tells you something about the structure of the account. It does not, by itself, tell you whether the investments inside the account align with your values. That is why account reviews often get easier when you separate the questions:

What kind of account is this?
What is it invested in?

Once those two pieces are clearer, the next step usually feels more manageable.

Keep this in mind the next time you review an old statement.

Sometimes the answer depends on the plan and the options inside it. Employer plans are not all the same. Some offer broa...
04/13/2026

Sometimes the answer depends on the plan and the options inside it.

Employer plans are not all the same. Some offer broader menus. Some are much more limited. That is why a quick yes-or-no answer is often less useful than a careful review of what the plan offers, what you are currently invested in, and whether there are practical next steps that better align with your values.

A calm review usually brings more clarity than a rushed assumption.

Arrange a consultation if you want help reviewing existing retirement accounts in a halal framework.

These two terms are often used together, but they do not always mean the same thing. A rollover often comes up when asse...
04/10/2026

These two terms are often used together, but they do not always mean the same thing.

A rollover often comes up when assets move out of a workplace plan. A transfer often refers to movement between similar account types or custodians. In practice, the more useful question is not only what the move is called. It is where the money is now, where it is going, and how the process is handled.

Clear language can make retirement-account decisions feel much less confusing.

Send this to someone sorting through old accounts.

Join us for Foundations of Halal Investing, an educational seminar on the basics of Sharia-compliant investing and how t...
04/07/2026

Join us for Foundations of Halal Investing, an educational seminar on the basics of Sharia-compliant investing and how to approach the market with greater clarity.

Hear from Naushad Virji and Rezwana Abed as they discuss halal investing, value-oriented thinking, and practical considerations for those looking to get started.

🗓️ Wednesday, April 15, 2026 at 6:00 PM PST

🧭 Peace Terrace Academy, Fremont, CA

Register for free online (limited spaces): https://luma.com/wqygu9ni

Screenshot the QR code on the flyer to register.



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DISCLAIMER: Licensed Investment Advisor at ShariaPortfolio, focused on helping clients navigate Sharia-compliant investing.DISCLAIMER: ShariaPortfolio, Inc. is registered as an investment adviser with the U.S. Securities and Exchange Commission. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. If you are interested in our services, please contact us to request our Disclosure Brochure (Part 2A of the Form ADV), which provides detailed information about ShariaPortfolio, Inc. and any inherent risks associated with our services. SEC registration does not imply a certain level of skill or training.

Old workplace accounts often get delayed because the paperwork feels technical or easy to postpone. But a short review c...
04/06/2026

Old workplace accounts often get delayed because the paperwork feels technical or easy to postpone. But a short review checklist can make the process far more manageable.

Start with what the account is, what it currently holds, and what questions still need answers. Reviewing the summary plan description and fee schedule can also help clarify plan rules, available options, restrictions, and costs before making any move.

Retirement-account language can sound familiar while still being easy to mix up. A helpful review starts with knowing wh...
04/03/2026

Retirement-account language can sound familiar while still being easy to mix up. A helpful review starts with knowing what kind of account you have, how it got there, and what is invested inside it.

Those are related questions, but they are not the same question. Once that distinction is clearer, retirement-account decisions usually feel far more manageable.

Retirement-account decisions often feel bigger than they need to be because several questions get bundled together at on...
04/01/2026

Retirement-account decisions often feel bigger than they need to be because several questions get bundled together at once. A practical review starts by separating them.

Before moving a 401(k), it helps to understand whether the account is current or old, what it holds today, and what choices the plan actually gives you. That kind of clarity can make the next step much more manageable.

Eid Mubarak 🌙After 30 days of patience, prayer, and sacrifice, today is your reward.To the families gathered around the ...
03/19/2026

Eid Mubarak 🌙

After 30 days of patience, prayer, and sacrifice, today is your reward.

To the families gathered around the table. To the ones celebrating far from home. To every heart that grew a little softer this Ramadan.

This moment is yours. And we're honored to be part of your journey.

From our family to yours, Eid Mubarak.

Join ShariaPortfolio CEO Aliredha Walji with Shaykh Umer Khan (Sharia Advisor) for an educational session on the fundame...
02/24/2026

Join ShariaPortfolio CEO Aliredha Walji with Shaykh Umer Khan (Sharia Advisor) for an educational session on the fundamentals of zakat during Ramadan. We’ll cover what zakat is and why it’s paid, who is obligated to pay it, who is eligible to receive it, and a high-level overview of how zakat is commonly calculated.

​We’ll conclude with live Q&A.

Register online: https://luma.com/4czeqamc

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​Important: This webinar is for educational purposes only and does not constitute investment, tax, or legal advice. Any examples are hypothetical and for illustrative purposes. Please consult qualified professionals for guidance specific to your situation.

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1331 S International Pkwy, Ste 2291
Lake Mary, FL
32746

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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