As a financial advisor, I help UN staff members, expats and Muslim families in the United States who are underserved by mainstream financial planning.
๐๐๐ค ๐ ๐๐๐ก๐ฅ
โข Staff members of the UN Secretariat, UNDP, UNFPA, UNICEF, as well as IMF and World Bank staff.
โข Expats across the United States managing assets, insurance, and wealth across borders.
โข South Asian, Middle Eastern, and African Musli
m families seeking Shariah-compliant wealth planning and halal investment solutions.
๐๐๐ฎ ๐ ๐๐๐ฎ ๐ฝ๐ ๐ผ๐๐ก๐ ๐ฉ๐ค ๐๐๐ก๐ฅ ๐๐ค๐ช
โข As a former UN staff member myself, I understand the challenges that UN staff members are facing and the difficult decisions you have to make in the current environment.
โข I spent nearly a decade at the Investment Management Service (now the Office of Investment Management) of the United Nations Joint Staff Pension Fund (UNJSPF) in New York, helping manage the multi-billion global public equities portfolio, working with Representative of the Secretary-General (RSG) in consultation with the Investments Committee. I understand the UNJSPF having worked inside the organization and as a former participant in the pension fund.
โข I understand the considerations that are important to cross-border families: assets held across multiple tax jurisdictions and in multiple currencies, foreign pensions and retirement accounts, treatment of non-citizen spouses for estate planning.
โข I have helped mixed-nationality families with investment and retirement planning.
โข I understand how repatriation or future relocation may impact residency and visa status as well as education planning for children.
โข I have helped foreign nationals purchase life and disability insurance coverage while they are living in the United States.
โข I understand the faith-based restrictions that affect financial decision-making for many Muslim families across the country.
โข I understand the cultural dynamics that shape how Muslim families from South Asia, the Middle East and Africa think about money and wealth.
โข I have helped Muslims purchase the closest equivalent to Takaful (Islamic) insurance in the United States to protect their families.
โข I understand the importance for Muslims to avoid riba (interest), maysir (gambling), and gharar (extreme uncertainty), when making financial decisions.
๐๐ญ๐ฅ๐๐ง๐๐๐ฃ๐๐ ๐ผ๐๐ง๐ค๐จ๐จ 5 ๐พ๐ค๐ฃ๐ฉ๐๐ฃ๐๐ฃ๐ฉ๐จ
I have helped clients with ties to over 40 countries including Australia, Egypt, South Africa, India, Iran, Pakistan, Saudi Arabia, UAE, Jordan, Syria, Iran, Russia, Turkey, and the UK.
