ADVISORY-PLANS
ADVISORY OBJECTIVES

The SABAA-19 Index formed on September 19, 2026, to serve as a transparent benchmark aligned with global best practices. The core objective of our investment advisory services is to leverage the vast experience in capital market research to empower the general public, particularly, youth and women by enhancing financial awareness and guiding them in building sustainable, long term investment portfolios.
In Pakistan, where less than 1% of the population participates in the stock market due to limited awareness, lack of proper guidance, prevailing myths, and fear of losses, we aim to bridge this gap, with the mission to:

• Promote Systematic Investment Planning (SIP) among students, youth, and women, encouraging disciplined wealth creation.

• Design customized portfolios for medium to high net worth investors, aligned with their objectives, capital size, and risk tolerance.

• Highlight hidden opportunities in the capital market with a long term perspective, transforming untapped potential into sustainable growth.

• Contribute to expanding investor participation in Pakistan’s capital market, thereby strengthening financial inclusion and economic resilience.

Ultimately, the purpose is to empower individuals with knowledge, confidence, and structured strategies, enabling them to become active participants in wealth creation through the stock market. Package fee will be shared during one on one consultation, tailored to individual investment objectives and risk profiles.

CUSTOMIZED ADVISORY PLANS

For first time equity investors and minor account holders, we recommend a balanced hybrid portfolio designed to combine stability, income, and growth. The allocation emphasizes blue chip leaders for capital security, dividend paying stocks to generate regular cash flows, and growth equities to capture upside potential. This mix provides a disciplined entry into the market anchoring risk while offering exposure to long term wealth creation.

Risk Profile: Moderate risk, suitable for cautious beginners seeking steady returns with measured growth.

Advantage: A hybrid portfolio ensures beginners benefit from steady returns from low beta stocks, diversified exposure, and confidence in navigating the stock market.

For further details and personalized portfolio discussion, please contact us at 0327-7117776

For senior investors and retirees, the priority is capital preservation with reliable income. We recommend a defensive strategy anchored in high dividend yield stocks from mature and stable sectors. These equities provide consistent cash flows while minimizing exposure to market volatility. The portfolio is structured to safeguard principal, deliver steady returns, and ensure financial peace of mind.

Risk Profile: Low risk, designed for conservative investors seeking safety and dependable income.

Advantage: A defensive income portfolio secures wealth while generating regular dividends—ideal for retirees who value stability and predictable cash flows.

For further details and personalized portfolio discussion, please contact us at 0327-7117776

For investors seeking capital appreciation, we recommend a dynamic portfolio focused on emerging growth stocks and mid caps with expansion potential. This strategy prioritizes upside performance over defensive positioning, offering exposure to innovation and market momentum. While volatility may be higher, disciplined allocation and periodic rebalancing can maximize long term wealth creation.

Risk Profile: High risk, suitable for aggressive investors aiming for capital gains and willing to tolerate market fluctuations.

Advantage: An aggressive growth portfolio captures opportunities in fast moving sectors, positioning investors for superior returns through innovation and expansion.

For further details and personalized portfolio discussion, please contact us at 0327-7117776

For active day traders, we recommend a strategy built on technical analysis and intraday monitoring to capture short term price fluctuations. The package delivers daily reports with defined support and resistance levels, actionable Buy/Sell signals, and timely trade alerts. While day trading carries elevated risk, our expert analysis and disciplined execution framework help mitigate volatility and enhance decision making. This service empowers traders to act swiftly on opportunities while maintaining risk control.

Risk Profile: High risk, suitable only for experienced traders with strong discipline and tolerance for rapid market swings.

Advantage: A daily trading signals package enables traders to capitalize on intraday opportunities with structured alerts and expert defined levels.

For further details and personalized portfolio discussion, please contact us at 0327-7117776

For investors seeking a middle ground between growth and income, we recommend a balanced allocation that blends blue chip equities for stability, dividend yielding stocks for regular cash flows, and growth opportunities to capture upside potential. This portfolio is designed to smooth volatility while ensuring steady wealth creation, offering both defensive strength and measured expansion. By diversifying across sectors and rebalancing periodically, investors can achieve sustainable returns without leaning too heavily on either risk or caution.

Risk Profile: Moderate risk, suitable for investors who value both capital security and growth potential.

Advantage: A balanced wealth portfolio provides harmony—steady dividends, controlled risk, and exposure to growth—making it ideal for investors who want consistency with opportunity.

For further details and personalized portfolio discussion, please contact us at 0327-7117776

For investors seeking halal investment opportunities, we recommend a portfolio structured strictly under Shariah principles, excluding interest based and non permissible sectors. The allocation emphasizes blue chip Shariah screened equities, high dividend halal stocks, and growth opportunities in compliant industries. This approach ensures ethical alignment while delivering competitive returns, combining stability with disciplined expansion.

Risk Profile: Moderate risk, suitable for investors who prioritize Shariah compliance alongside steady growth and income.

Advantage: A Shariah compliant portfolio safeguards faith based values while offering diversified exposure to halal equities, enabling investors to grow wealth with confidence and integrity.

For further details and personalized portfolio discussion, please contact us at 0327-7117776