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Shafaq Naeem Kazi

Shariaportfolio, Inc.

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About Shafaq Naeem Kazi

Shafaq Naeem Kazi is an investment advisor representative with Shariaportfolio, Inc. Shafaq Kazi has been a licensed investment adviser representative since 2018 and has worked in the investment industry since 2013. Kazi holds a Series 65 license. Shariaportfolio, Inc. specializes in providing investment advisory services for individuals, investment companies and pooled investment vehicles. They provide a variety of services including financial planning, portfolio management, and educational seminars. Shafaq Naeem Kazi is registered with the state of Florida and Texas.

Firm Information

Shafaq Kazi is currently registered with Shariaportfolio, Inc.. Shariaportfolio, Inc. is an investment advisor headquartered in LAKE MARY, FL. They provide portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. They also offer educational seminars. The firm manages approximately $832 million in assets for a diverse client base, including high-net-worth individuals, investment companies, charitable organizations, and pension plans. Shariaportfolio, Inc. is committed to providing investment solutions that are compliant with Islamic principles.
Shariaportfolio, Inc.

1331 S. INTERNATIONAL PARKWAY

LAKE MARY, FL 32746

$832.28M

Assets Under Management

Not reported

Total Clients

5

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Shafaq Kazi’s Registration & Firm History

TX

05/02/2018 - Present

Shariaportfolio, Inc. (Austin TX)

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Licenses & Designations

IA

Issued 05/01/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shafaq Naeem Kazi.
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