Success You Can Measure: Real Results, Real Clients
Over the past few years, we’ve helped countless UAE expats achieve financial independence in just 3-5 years. Whether it’s early retirement or simply enjoying more financial security, we’ve empowered our clients to reach their goals faster than they ever thought possible.
Due to the inherently confidential and private nature of our work, the case studies presented below have been carefully anonymized to protect the identity and sensitive information of all involved parties.
87%
90%
Clients Gaining From an External Perspective
Clients Access Missing Knowledge
70%
87%
Clients Making Better Investment Decisions
Clients Benefit from Accountability
13%
Clients Value Support In Turbulent Times
From -$55K/yr to early retirement
Kanan Ahmed
Before partnering with me, my client had taken all the right steps. He had:
Worked with multiple traditional financial advisors
Dedicated countless hours to reading books and self-teaching investments in stocks and index funds
Informed himself through every available resource
Kanan’s efforts were not the issue—he was following conventional advice—but the results simply weren’t there.
Goal: Turning Losses into Steady Gains with Customized Investment Strategies
Challenge: The client faced significant portfolio losses, despite being well-educated and informed in personal finance. He was stuck, unable to generate cash flow, and worried that his investment strategy wasn’t yielding the desired outcomes.
Solution: After a detailed assessment of his situation, I crafted a customized investment plan tailored to his unique needs and financial goals. I introduced him to a diverse set of investment strategies, including:
Asset-backed, alternative real estate investments
Tailored securities based on financial evaluations of individual stocks
Selective S&P 500 investment routes unavailable through other advisors
These investment opportunities are carefully selected based on individual client assessments and are not commonly available through traditional financial advisors.
BEFORE
2020
His portfolio was heavily concentrated in standard stocks and index funds, generating little to no monthly passive income—with an average return of just 1% over the last 5 years.
He had invested approximately $400K across various funds and assets but was seeing minimal growth, with most gains being wiped out by fees, market volatility, and poor timing.
Like many others, he had spent countless hours self-educating through books, articles, and financial resources, but despite this knowledge, he was still losing money and feeling stuck.
He was contributing $2,500 a month to his investments, yet had no real strategy for turning that into substantial, consistent income.
He felt trapped by conventional strategies and lacked the clarity or confidence to make a shift, with rising concerns that he might never achieve the passive income or early retirement he desired.
AFTER
2023
The client transformed a $55K annual loss into a $175K annual gain, achieving a $230K swing in performance.
His portfolio now generates $15K monthly in passive income, boosting cash flow by $180K per year without altering his job or lifestyle.
In the first year, his portfolio value grew 55%, fueled by high-yield investments that surpassed traditional strategies.
His ROI improved from -10% to 22%, exceeding industry averages and paving the way for long-term success.
This increased cash flow enabled him to reinvest 30% of his monthly income, enhancing his wealth-building while maintaining his lifestyle.
