Comprehensive Wealth Management

Personalized planning and investment strategy for your life goals

Comprehensive Wealth Management at Razeen is more than just retirement savings. It is a full-spectrum, personalized financial planning service designed to help you navigate life’s most important financial decisions — whether you’re preparing for retirement, saving for your child’s education, or building long-term capital for the future. We work closely with each client to define clear goals, then guide the implementation and management of an investment strategy.

Build a Personalized Wealth Plan

Following your onboarding, we begin by creating a detailed wealth and cashflow plan tailored specifically to your needs and ambitions. This includes analyzing your income, assets, expenses, and financial responsibilities across your lifetime. Whether your goals involve early retirement, income stability, or generational wealth, the plan is structured to reflect your reality and your vision.

Design the Investment Strategy

We design a customized investment strategy based on the wealth plan. This may involve segmenting capital for short-, mid-, and long-term uses, setting up income-producing investments, or building growth portfolios aligned with your risk profile and timelines.

Implement with flexibility and transparency

We do implementation through a transparent discretionary model. Our team provides structure, tools, and professional guidance on how to execute and maintain the strategy efficiently.

Monitor Progress Over Time

We continuously track how your wealth evolves in relation to your goals. Through advisor-led reviews and smart tools, we monitor deviations, reassess assumptions, and recommend course corrections. Your plan would stay responsive to market conditions, life changes, and new opportunities.

Who Is It For

This service is ideal for professionals, entrepreneurs, and families who want to

  • Plan for retirement
  • Build long-term financial independence
  • Fund education, housing, or personal milestones
  • Organize their wealth into a structured, life-aligned strategy

Disclaimer: Razeen offers its services in accordance with the regulatory scope of its license issued by the Capital Market Authority (CMA) of Saudi Arabia. These services do not constitute a guarantee of specific investment results and do not involve discretionary execution unless explicitly agreed upon in writing.