Your Life. Your Goals. Your Money.
Halal solutions for busy, high-net-worth individuals
Understanding Riba in Islamic Finance
Riba is one of the most often misunderstood terms in Islamic finance. More education on this fundamental concept is not only necessary for the preservation of a halal livelihood; it is also important for the preservation of the proper practice of Islam.
In our white paper series, we are helping Muslim physicians and medical professionals to better understand what Riba means, and how it impacts their comprehensive financial strategy.
Who We Work With
We partner with clients in the medical community to help them define and work toward their financial goals.
Working Together
We start all of our client relationships with the following 7-step process:
Step 1
An Obligation-Free 15-Minute Consultation.Let’s explore what it’s like to work together, and whether we’re a fit for your unique needs. 
Step 2
Kicking Off Our Engagement.We start every engagement focusing on learning more about your goals and values. We’ll talk through where you are now, and where you want to go. 
Step 3
Gathering Data.Our team will look under the hood to clearly understand your full financial picture. 
Step 4
Develop Recommendations.We’ll collaborate to build a plan that’s tailored to you. 
Insights & Financial Education
Ready to Go Beyond Investing?
You have questions – we have answers.
Our job is to help you answer all of these questions – and more. As your trusted partner, we support you in creating a unique-to-you financial plan that helps you invest and live with confidence.
Our Team
Bashar Qasem, CSAA
CEO and President 
Fatima Iqbal, CFP®
Investment Advisor and Senior Financial Planner
Ayman Khalil
Investment Advisor 
Ehab Alalfey
Investment Advisor 
Ibtasam (Raj) Mahmood, CFP® CRPC®
Investment Advisor 
Maha Ahmed
Qualified Plan Financial Consultant 
Amneh Carranza
Financial administrative assistant 
Atta Khan
Financial Analyst and Associate 
Ramzey Adel
Client Service Associate 
Jamal Elbarmil
Vice President 
Shaza Farawati
Investment analyst 
Manal Fouz
Chief Compliance Officer 
