Stock Advisory for
Business Owners
Scale your business and capture market opportunities. Let our SECP licensed investment advisors research, analyze, and build a high-performance PSX stock portfolio for you, with absolute peace of mind.
The Unique Financial Challenges You Face
Traditional investment advice is generic. We understand the specific friction points that hold back your capital growth.
Variable Cash Flow Allocation
High-income months require structured wealth distribution to avoid leaving surplus cash idle.
Distraction from Core Business
Managing a company requires 100% of your energy. Spending hours analyzing stocks distracts from growing your business.
Lack of Treasury Strategy
Many businesses hold cash in accounts that lose value daily instead of compounding in high-yield, liquid equities.
Designed For Your Professional Lifestyle
Our SECP registered Advisory Portfolio runs seamlessly in the background, giving you growth with absolute peace of mind.
Stress-Free Wealth Delegation
Delegate the deep market analysis to SECP-licensed professionals so you can focus entirely on scaling your business.
Liquidity-Focused Equities
We select highly liquid, dividend-paying companies, allowing you to access or deploy capital efficiently.
Fiduciary, Fee-Only Model
No commission conflicts. A simple flat fee means we focus solely on maximizing your long-term returns.
Minimum Portfolio
Rs 8,000,000
Optimized Fee-to-Capital Ratio
Setup Duration
2-3 Working Days
Complete Account Activation
Ownership Style
Direct CDC Custody
100% Control of Your Assets
Idle Corporate Cash vs. Advisory Portfolio Treasury
See how leaving surplus business capital inactive in checking accounts drains company value compared to strategic allocations.
Leaving Cash Idle in Current Accounts
With double-digit inflation, corporate funds held in checking balances lose approximately 15% of purchasing power annually. A capital pool of Rs 1 Crore loses Rs 15 Lakhs in value every single year.
Allocating to high-moat Advisory Portfolios
Allocating business surplus to dominant, dividend-paying entities compounds capital while retaining full CDC sub-account custody and immediate cash liquidity.
Frequently Asked Questions
Got specific questions about how this works for your profession? Find answers below.
Can I invest corporate/business funds?
Yes. Corporate accounts can subscribe to the Advisory Portfolio for cash treasury optimization.
What is the recommended size?
We recommend a minimum size of Rs 80 lakhs to ensure our annual fixed advisory fee remains cost-effective.
Do you offer Shariah compliant options?
Yes, we maintain a dedicated Shariah-compliant Advisory Portfolio screened under KMI 30 index rules.
How long does onboarding take?
Signing up takes about 15 to 20 minutes, and the overall advisory portfolio setup takes 2 to 3 working days for complete onboarding.
Ready to Invest with Conviction?
Stop carrying the stock market alone. Let our licensed research advisory optimize your allocations while you focus on what you do best.