Advisory Services

Independent guidance to structure your financial life and unlock your wealth’s potential

A Process Built for Clarity, Structure, and Results

At Razeen, advisory is not a checklist or a product pitch it’s a disciplined, consultative process that helps you make decisions across every stage of your financial journey. Whether you are just beginning to grow your wealth, facing complex liquidity questions, or planning for generational impact, our process is designed to bring you clarity, structure, and confidence

We start by understanding your full financial picture income, assets, goals, values, responsibilities and we use that insight to build a strategy that reflects your life, not just the market. Our advisors help you define priorities, map out cashflow and wealth scenarios, and translate those into actionable financial strategies and investment planning frameworks

Through every step, our role is to guide, structure, educate, and support your decisions not to control them. You remain at the center, and we serve as your thinking partner to help you act with purpose

Personal Financial Strategy Development

We work with you to design a personal financial strategy tailored to your goals, obligations, and long-term vision. This includes defining your investment philosophy and aligning your capital with meaningful outcomes

Wealth & Cashflow Planning

We develop dynamic models that simulate your financial life over time. These cover income, spending, saving, and future capital needs giving you insight into key life decisions like retirement timing, gifting, or large purchases

Investment Planning & Risk Advisory

Our advisors help you build a custom portfolio structure that fits your timeline and financial goals. We advise on allocations across asset classes, and adjust strategies as your needs evolve

Private Market Advisory

For clients with exposure to real estate, private equity, or venture capital, we provide guidance to evaluate, structure, and integrate those investments into your plan

Advisory for Families & Institutions

We help families and institutions align around shared investment principles, governance structures, and long-term mandates. This includes family constitutions, investment committee frameworks, and legacy planning support

How Advisory Works at Razeen

Our advisory model is structured and ongoing

  • Discovery & Onboarding : Understanding your complete financial landscape
  • Strategic Planning : Creating your customized wealth and investment roadmap
  • Recommendations : Delivering structured, context-aware advice
  • Integration : Coordinating with investment managers or Razeen’s internal services for implementation
  • Review & Recalibration : Continuous tracking and strategic check-ins
Who It’s For

Our advisory model is structured and continuous

  • Individuals and families navigating wealth accumulation, preservation, or transition
  • Entrepreneurs and executives seeking clarity on complex financial structures
  • Institutions and family offices seeking external strategy and governance support
The Razeen Approach

Our process is

  • Personalized : Every plan is built from your life, not a template
  • Advisor-Led, Digitally Supported : Your advisor is primary. Tools amplify, not replace
  • Transparent & Structured : You always know where you are, what’s next, and why it matters

At Razeen, we believe advice is not a transaction .. it’s a responsibility