Financial planning for your goals & values.
Financial advisory services
Financial Planning
Work with Shakeb Kundiwala to review your financial circumstances, goals, retirement needs & family obligations. Your written engagement specifies the planning deliverables, fee & follow-up services. Islamic investment preferences & zakat considerations may be discussed as part of financial planning. Independent religious advice may be appropriate.
Ask about financial planningInvestment Management
For eligible accounts & under a separate or combined written advisory agreement, Shariawiz Advisory provides discretionary investment management. Recommendations consider your objectives, risk tolerance & restrictions. Sharia screening uses the firm’s disclosed methodology & available information; classifications can change & interpretations can differ.
Ask about managed accounts
Client Portal
Existing clients can sign in to access the tools enabled for their engagement. Available features are confirmed during onboarding.
Client portal loginShariawiz.com document tools
Islamic Wills
Shariawiz.com offers document tools intended to help users record estate wishes that consider Islamic inheritance principles. Access & any separate costs depend on the offering selected. A qualified attorney should address your state’s requirements & individual circumstances.
Ask about document-tool accessTrusts & Family Waqfs
Document tools may support trust or family waqf planning where available & suitable. Shariawiz Advisory can discuss financial coordination; legal structure, drafting, funding & implementation require appropriate independent advice.
Ask about document-tool accessPrenuptial Agreements
Shariawiz.com offers tools for documenting premarital financial arrangements, including a mahr provision where applicable. Each party should obtain appropriate independent legal advice. Availability of a tool does not guarantee enforceability or religious acceptance.
Ask about document-tool accessFinancial education for Muslim families.
Receive general educational articles about financial planning, investment considerations & coordinating your financial life with your family's priorities.
Ready to Build a Financial Future Aligned with Your Values?
Request an introductory callNo pressure. No jargon. Just a conversation about what matters most to you and your family.