How Professionals Build & Manage Investment Portfolios with Ramesh Rahmani

In this session, we’ll be joined by an experienced chartered wealth manager and portfolio manager, who holds the Islamic Finance Qualification.

With several years of experience managing portfolios for private clients, he’ll be sharing how investment decisions are actually made in practice, beyond what you typically see online.

We’ll cover:

1️⃣ How professionals build portfolios
What actually goes into constructing a strong, long-term investment portfolio beyond just picking funds.

2️⃣ Strategic asset allocation
How long-term decisions across equities, sukuk and other assets drive the majority of investment outcomes.

3️⃣ Tactical asset allocation
How portfolios are adjusted over time based on market conditions and opportunities.

4️⃣ The case for active management
Where active investing can add value, and how professionals think about managing risk and returns.

5️⃣ How fund managers pick investments
A behind-the-scenes look at how opportunities are identified without needing to go down to individual stock level.

This session is ideal for anyone who wants to move beyond surface-level investing and understand how portfolios are managed at a professional level.

This isn’t about chasing trends or reacting to headlines.

It’s about understanding the structure, discipline and thinking behind long-term investing.

If you’ve ever wondered how professionals actually manage money, this session will give you a clear and practical insight.

Join us live and start approaching your investments with more clarity and confidence.

Looking forward to seeing you there, inshaAllah.