Private Wealth Advisory
We understand your goals have deep industry knowledge have a truly personalised approach are Plutus
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FINANCIAL ADVISORY AND SERVICES
Where expectation meets excellence
Regulated by the Dubai Financial Services Authority (DFSA), Plutus Associates Capital Limited is an independent financial advisory firm based in the Dubai International Financial Centre (DIFC). Our personalised three-tier approach takes into consideration the client’s risk profile, return requirements and life cycle to design the ideal investment strategy.
Our philosophy is unique. We work on a defined value system and principles. We keep reviewing and challenging the business model to deal with the clients’ diverse requirements. Our expertise lies in unbiased and independent financial advice which is a depiction of our sincere and striving efforts to provide our clients with the best.
SERVICES
We work with clients through an investment advisory mandate. This allows our clients final say in investment decision-making with the advantage of professional advice on a range of investment solutions. We cover asset classes and products including equities, bonds, mutual funds, ETFs, structured notes, treasury and commodities.
We provide practical, comprehensive, transparent, timely and result-oriented investment advice while maintaining the best of our clients’ interests. We deliver investment advisory solutions across multiple asset ranges and provide highly professional and disciplined services ranging from portfolio construction and market analysis to identification of right opportunities and risk management.
We provide a multi-faceted program which enables our clients to benefit from our core expertise and skills in capital markets, credit arrangement services and advising on credits. Our team is skilled at suitable credit solutions for personalized needs of our clients. We assist our clients in arranging and optimizing the credit and creating the solutions which are customized for their specific needs and circumstances.
We provide access to custodian accounts held independently with major global institutions, to ensure the security of clients’ assets, and that safe-keeping is in line with international best practice in risk management, compliance and control policies and procedures.
THE PLUTUS DIFFERENCE
EXPERIENCE AND EXPERTISE
Our founding team has a experience of over 55 years with wide exposure gained by associating with renowned financial institutions.
TAILORED RECOMMENDATIONS
We maximize our clients’ financial value by providing the best advice based on a thorough understanding of objectives and goals.
UNIQUE APPROACH
Our unique approach enables our clients the flexibility to work with multiple custodial relationships and jurisdictions at institutional pricing with access to investment products that may not be available through a private bank.
OUR CORE TEAM
Our team of specialists and experts understands the importance of aligning clients’ interests. Their collective experience, knowledge and expertise not only ensure unparalleled financial solutions but also promote lasting relationships.
Regulated by the DFSA
Unit 706, Liberty House,
Dubai International Financial Centre,
PO Box 506680, Dubai, UAE
Phone +971 4 2225191
Fax +971 4 2225194