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Investment Planning

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Investment Planning Services in UAE

Investment Planning Services in Dubai UAE

Plan. Invest. Review. Grow Confidently.

Our Investment Planning services in Dubai help professionals, families, and business owners align money with life goals. From risk profiling & Investment Policy Statement (IPS) to asset allocation, portfolio construction, rebalancing, and ongoing reviews, Vinstreak delivers a disciplined wealth framework.

We design portfolios across global equities, fixed income & sukuk, cash & money markets, and alternatives/ETFs. Pair Investment Planning with Accounting, VAT, and Corporate Tax advisory to keep your personal and business finances aligned.

  • Goal mapping & IPS creation
  • Strategic asset allocation
  • Risk management & stress tests
  • Portfolio construction & rebalancing
  • Retirement & education planning
  • Estate & succession guidance

Who Benefits From Investment Planning?

Ideal for UAE residents, expats, and entrepreneurs seeking a clear roadmap to grow and preserve wealth. We support executives, founders, family offices, and young professionals across Mainland and Free Zones.

  • High-earning professionals (cash-flow optimization & goal funding)
  • Business owners (liquidity events & diversification)
  • Risk-conscious families (capital protection & steady income)
  • Starter investors (automated plans & disciplined saving)

Platforms We Work With

  • Risk profiling & goal-planning suites
  • IPS documentation & audit trails
  • Broker/custodian integrations
  • Performance reporting & rebalancing tools

Need Virtual CFO or Internal Controls for your business alongside personal wealth planning? We align both for tax and cash-flow efficiency.

Our Investment Planning Process

  1. Discovery & goals: Clarify time horizons, cash-flows, constraints, and risk appetite.
  2. Risk profiling & IPS: Document an Investment Policy Statement to govern decisions.
  3. Asset allocation: Design strategic & tactical allocation across asset classes and geographies.
  4. Implementation: Select instruments (ETFs/funds/sukuk) and execute via your platform.
  5. Rebalancing & reviews: Monitor drift, rebalance on schedule or thresholds, and report performance.
  6. Protection & legacy: Coordinate with retirement, insurance, estate and succession plans.

Investment Planning — FAQs

Residents, expats, and non-residents with UAE ties who want structured portfolios for goals like retirement, education, home purchase, or legacy.

Returns depend on risk level, time horizon, and market conditions. We focus on suitable asset allocation, cost control, and disciplined rebalancing rather than short-term predictions.

Yes. We construct portfolios using Sharia-screened funds, sukuk, and equity exposures following widely accepted Islamic investment guidelines.

Typically 5–10 business days depending on platform KYC, asset transfers, and the number of accounts/goals to be set up.

Get A Free Investment Plan Review

Our Service

Talk with our Wealth Advisors

Branches: Dubai · India   |   Mon–Sat, 9:00 AM – 6:00 PM

Need Investment Planning in the UAE—goal mapping, asset allocation or portfolio reviews? Get a tailored plan.