Let us compound your savings while you work on your active income.
Advisory for everyone, a smaller portfolio shouldn’t mean you have to compromise on returns.
How To Choose The Right Package For Yourself?
Let us help you decide, watch this video where we explained this in details 🙂
How We Add “Extra Value”
Goal is to beat the market by 5 to 7%
Our products are aimed towards people who want to invest in amazing businesses without compromising on the returns with the minimal time commitment from their end.
We invest only in high ROIC businesses
Study historical data to time the market in medium term
Model Portfolio Performance.
Portfolio Performance Since July 2024 *
Shariah Portfolio Performance.
Portfolio Performance Since July 2024 *
How our fee structure works
95% Value of 1 to 1 advisory at just 10% of price.
We have designed these packages you can get the most value of 1to1 advisory with minimum fee possible according to your portfolio size.
How we spend our time and effort
We believe that most of our time as a financial advisor should be spent on research, while also making sure we deliver everything to you in details.
Call For More Information.
+92 300 0623746 (Ammar)
+92 303 0027875 (Abdul Rehman)
Some Words From Our Founder & CEO
Abdul Rehman Najam
My two favourite quotes are:
“It is a beautiful thing when a career and a passion come together.”
“Hardwork beats Talent when Talent does not work hard.”
My journey began learning investing principles from Warren Buffett by listening to Berkshire Hathaway’s AGMs from 1994 onwards. In last 5 years, we have applied principles of value investing to companies listed in Pakistan. We think like owners, we act like owners and we invest in top businesses of Pakistan. We keep an eye on outlook of Pakistani Economy to protect your savings from boom bust cycles. Stock Market is the no.1 asset class in Pakistan and we welcome you to start your wealth creation journey with us.
Subscription FAQs
Please select from our retail investor package or Value Investor package and we will be in contact with you very shortly. Both 6 months & 12 months options are available for both packages.
You will receive a confirmation message from our team within 24 hours and within days we will invite you to a zoom call to build your model portfolio.
First Model Portfolio call will be on Sunday, 1st December 2024. Before that we will share videos with you explaining companies in model portfolio in full detail.
Not much. On average we include/exclude 1 company from model portfolio per month.
No. We are not affiliated with any securities broker. We can guide you in account opening in case you do not have an account already. We encourage all members to keep their shares in CDC investor account to avoid any unpleasant experience.
No. Everything including taxes are included in the subscription fee.
Yes you can upgrade from retail investor package to value investor package anytime. Downgrades are not possible.
Once your subscription expires you can choose to extend or select a different advisory package without any strings attached.
No, upgrade is only available from retail to value investor package not from 6 months to 12 months.
If savings are available but due to lack of conviction you cannot invest more than 5 lac, then advisory services will be helpful for you.
If available savings are Rs5 lac currently, then you invest in KSE100 top companies on your own.
From the day of your subscription payment and as soon as your SECP required documentation is completed.
We communicate via whatsApp message so you do not miss any of our updates.
Both packages are perfect for your portfolio size. Value investor package with enhanced knowledge sharing will build your conviction and you want to invest more.
If you want to build conviction, go for value investor package. Otherwise, retail investor package is totally fine as well.
Our SECP license doesnot allow us to take custody of your funds.
We will be guiding you in details with detailed explanations, execution will be done by you.
