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Naushad Virji

Virji Investments, Inc.

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About Naushad Virji

Naushad Virji is a registered investment advisor representative with Virji Investments, Inc. and Shariaportfolio, Inc. Naushad has been in the industry since 2003 and is registered in California, Florida, Illinois, Indiana, New Jersey and Texas. Naushad specializes in portfolio management for individuals and businesses. Naushad has experience working with high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. Naushad's firm offers a variety of advisory services including portfolio management, financial planning and other investment advisory services.

Firm Information

Naushad Virji is currently registered with Virji Investments, Inc.. Virji Investments, Inc. is an investment advisor specializing in portfolio management for individuals and businesses. They manage approximately $31.4 million in assets for 149 clients, including high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Their services include portfolio management, with a focus on both discretionary and non-discretionary accounts. Virji Investments also offers a wrap fee program.

$31.44M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Naushad Virji’s Registration & Firm History

FL

12/07/2011 - Present

Virji Investments, Inc. (LAKE MARY FL)

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Licenses & Designations

IA

Issued 04/10/2003

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Naushad Virji.
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