Wealth Management A Shared Aspiration

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1 Wealth Management A Shared Aspiration

2 From a single grain of sand comes a thing of beauty. Successful wealth management is like a pearl, it is all about the transformation of cash flows into assets and assets into wealth. Like the pearl, this is a process that requires more than just a grain of sand. It is a patient and disciplined process where layer after layer, the construction of beauty occurs. This is why wealth management is a matter of understanding what the aspiration is in you and just like the pearl, starting early will result in absolute beauty. We have the tools and experience to grow your wealth in the same way as the pearl is created. Licensed as an Investment Business Firm (Category 1) by the Central Bank of Bahrain, C.R. No: 77961, Authorized capital: USD 50 million, Paid up capital: USD 35 million

3 A shared aspiration Samer S. Khanachet Chairman TAKAUD is the Arabic word for retirement and it sums up our mission. We all share common aspirations to raise a family, educate our children, live comfortably and retire with financial security. We will not be able to realise them without taking action. We all know that the lack of market knowledge and the difficulty to access good financial products and managers stand in the way of achieving our dreams. TAKAUD was established to address these very important needs. TAKAUD has built a state of the art financial platform and assembled a team of world-class professionals to help make your dreams come true. TAKAUD works with you to build a plan around your financial objectives and ability. The result of proper financial planning is like the growth of a pearl: it is the outcome of consistently building value, layer after layer, to end with timeless beauty and financial security. Bahraini pearls are considered the best in the world, and as a Bahraini company, TAKAUD aspires to maintain this proud national heritage.

4 Growing your wealth the pearl approach Client centred, pearl approach to investing. As your specialised regional wealth management partner, TAKAUD will help you protect, grow, and manage your wealth. We have the culture, expertise, tools, time and access to financial markets to help you plan for financial milestones for you and your family while turning your wealth into a source of security for retirement and future generations. Our holistic approach to wealth management is achieved through a fusion of two worlds the financial planning discipline of developed Western markets and our own Middle Eastern cultural approach to money, assets and wealth. This is possible thanks to the personal affinity we establish with our clients needs and aspirations. A client centred approach results in financial planning and wealth management strategies specifically designed to deliver what matters most to you. Our highly-experienced Investment Consultants seek to understand the full complexity of your situation. Based on this and with the help of an expert team of specialists, a tailored investment strategy will be crafted with carefully chosen investment vehicles to target the appropriate level of return and security.

5 Guidance, not direction Our approach to financial planning has been designed to protect what matters most to you. This means that we seek to completely understand you, your family, your professional circumstances and aspirations first. Only then can we consider what the best investment options are for you and then start working on the many options available to achieve this. We believe in this approach because it nurtures a dialogue and builds relationships, which is the basis for us to use the concepts, methods, technology, and expertise to help you achieve your financial milestones. Your Investment Consultant will be your partner in this journey, keeping you fully engaged and informed of the investment decisions needed to achieve your personal financial objectives. At TAKAUD we understand that life situations and goals can change, and that new opportunities arise from time to time. We will continuously make recommendations and advise you on how to adjust your plan to ensure you always stay in control towards the ultimate aspiration: retiring securely. As a client, you will be fully involved in all aspects of constructing your financial plan and will gradually become a part of securing your own financial goals.

6 Why TAKAUD Is Different What differentiates us is that we have the ability, time and energy to truly understand the very culture, aspirations, and objectives of our clients by being part of the culture. Our in-depth local knowhow enables us to understand the way our clients think and to craft strategies designed to achieve what really is most important to them. We approach financial planning with a fusion of this local knowledge and values and a disciplined approach that s come from the best practices employed in the Western markets. We have a wide range of investment vehicles as well as the concepts, methods, technology, and expertise to help you achieve the best financial result. We have invested in technology that brings you access to the leading investment vehicles from all over the world. You will have access to your own portfolio, online, anywhere and at any time. Real time valuations, fund switching, in depth portfolio review tools and reporting are just some of the features available to you here at TAKAUD. The funds available have been selected through a rigorous proprietary screening process. The result is a range that we can stand behind and say that the selection criteria applied stands up to a high level of governance, because our client s savings and investments deserve this level of quality. Because we have been created for the wealth needs of the region, we re focused on just this and nothing else. Our sights are set purely on advising and delivering wealth management strategies and tactics to you. Our logo, the TAKAUD seal, is your hallmark of wealth management integrity and authority. The distance between your dreams and reality is a plan Without a plan, it s just a Dream Our vision is to be the region s specialist wealth management company and with the right planning, expertise and hard work, we are here today having fulfilled that vision. Thinking about the potential to transform your wealth is exciting, but can only truly be accomplished when you have a plan.