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Portfolio Advisory Services Raw Empowering Your Financial Journey

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Portfolio Advisory Services: Empowering

Your Financial Journey


At EK Global Capital , is a registered and licensed security advisor by SECP.
We are dedicated to providing comprehensive and personalized portfolio
advisory services to Corporates, high-net-worth individuals, retails and
institutional investors. Our mission is to help you achieve your financial
objectives through strategic investment planning and management,
ensuring that your wealth works harder for you.

By Ehtesham Khan, CMT, CFTe | Certified Financial Advisor


Welcome to EK Global Capital - Your Gateway to
Expert Market Insights
★ At EK Global Capital, we're proud to be a licensed security advisory firm by SECP, distinguished by our commitment to
providing real-time, expert security advice. Our team is comprised of seasoned professionals with over 18 year of
experience in managing institutional funds, worked for Govt. of Pakistan and Brunei to manage there multi billion
investment funds over more than a decade time. We specialize in market analysis, portfolio advisory and our experts are
qualified market technicians, well-versed in the nuances of financial markets.
★ What sets us apart in Pakistan is our unique status: we are the only firm in the country with CMT (Chartered Market
Technician) charter-holders, accredited by the CMT Association, USA. This prestigious qualification & expertise depicts
our commitment to upholding the highest ethical standards in investment advisory & advanced Technical Analysis.
• Insightful Market Analysis: Stay ahead with our in-depth analysis and
forecasts, tailored to help you make informed investment decisions.

• Professional Expertise: Benefit from the wealth of experience our team


brings, with a track record of success in managing substantial funds.
• Educational Resources: Enhance your understanding of the markets with
our educational tools and resources.
• Exclusive Updates: Receive real-time updates and advice on market
movements and potential opportunities.
• Community Support: Join a network of like-minded individuals, where
you can share insights, ask questions, and learn from others’ experiences.

✅ Our goal is to empower you with the knowledge and insights you need to navigate the complexities of the financial
markets confidently. Whether you're a seasoned investor or just starting, EK Global Capital is here to support your
investment journey.
Ehtesham Khan, CMT, CFTe
Certified Financial Advisor
Founder & CEO | EK Global Capital
★ Ehtesham is distinguished as the Pakistan’s first CMT Charter-holder investment manager to have acquired technical
analysis credentials from the esteemed CMT Association, USA back in 2014. recognized globally as the gold standard in
technical analysis. Additionally, he holds the prestigious distinction of being the first Pakistani CFTe holder, an elite
qualification awarded by the International Federation of Technical Analysts, Australia. He has privilege to obtain both top
qualifications in Technical analysis. Ehtesham's remarkable achievements extend further as he is also certified in Google
Advanced Data Analytics, a renowned qualification for data analysis endorsed directly by Google itself.

Ehtesham is a beacon of excellence in the field of finance, holding an MBA in finance and demonstrating exceptional
proficiency. Not only has he successfully navigated the CFA exam level, but he has also achieved certification as a Financial
Advisor from the CiFA (IFMP), showcasing his commitment to excellence in financial management.

In addition to his academic achievements, Ehtesham has acquired a diverse range of qualifications, including expertise in
Python programming and advanced data science programs. These skills bolster his already impressive array of talents and
knowledge, positioning him as a formidable force in the financial industry. With over 14 years of professional experience,
Ehtesham has overseen the management of Multi billion funds for esteemed entities such as the Governments of Pakistan
and Brunei as Head of Capital Markets. His responsibilities have encompassed a broad spectrum of asset classes, including
equities, bonds, and Gold.

As the CEO of EK Global Capital for the past 4 years, Ehtesham has led his FinTech startup with innovation and vision.
Leveraging cutting-edge technologies, including AI, ML, and advanced technical analysis, he advises clients on optimizing
their security portfolios. Ehtesham's dedication to staying at the forefront of technological advancements ensures that his
clients receive tailored and informed guidance for managing their financial affairs.
markets.
Tailored Strategies for Your Success
1 Understanding Your Vision
Our journey begins with a thorough initial consultation to delve into your financial goals, risk
tolerance, investment horizon, and current financial situation. We take the time to understand your
unique needs and aspirations, allowing us to craft a strategy that aligns perfectly with your
objectives.

2 Diverse Investment Options


We offer a comprehensive range of investment options to meet your specific needs. From equities
and fixed income to real estate and alternative investments, our expert team will curate a diversified
portfolio that aligns with your risk appetite and financial goals.

3 Active and Passive Approaches


We believe in a balanced approach, incorporating both active and passive investment strategies to
optimize your portfolio's performance. Our team utilizes a blend of fundamental and technical
analysis to identify opportunities for growth and stability, ensuring a comprehensive approach to
wealth management.

4 Global Market Access


We provide access to both local and international markets, enabling you to diversify your
investments across a wide range of opportunities and potentially enhance returns. We leverage our
global expertise to navigate complex markets and identify hidden gems that can contribute to your
portfolio's growth.
A Proactive Approach to Investment
Management
1 Continuous Monitoring
We maintain a vigilant eye on your portfolio and market conditions, ensuring that your
investment strategy remains aligned with your goals and adapts to evolving circumstances.
We conduct regular performance reviews and market analyses to identify potential risks
and opportunities.

2 Dynamic Rebalancing
Our team proactively rebalances your portfolio based on market fluctuations and your
predetermined asset allocation. This helps to maintain the desired risk profile and ensure
that your investments are optimally positioned for growth.

3 Timely Updates & Recommendations


We provide timely updates on your portfolio performance, market trends, and any strategic
adjustments that may be necessary. Our aim is to keep you informed and engaged,
ensuring that you are fully aware of the progress towards your financial goals.
Protecting Your Investments Through Robust Risk
Management
Diversification Strategies Hedging Strategies Stop-Loss Orders
We implement diverse investment We leverage hedging strategies to We utilize stop-loss orders to limit
strategies to spread risk across protect your portfolio against potential losses on specific
various asset classes, reducing the adverse market conditions. These investments. These orders
impact of any single investment's strategies involve using automatically sell your holdings
performance on your overall instruments that offset potential when they reach a predetermined
portfolio. Diversification acts as a losses in specific asset classes, price threshold, preventing
safety net, helping to mitigate providing a buffer against significant downside risk and
potential losses and ensure the unexpected volatility. preserving your capital.
long-term stability of your wealth.
Transparency and Accountability: Your
Financial Journey, Our Commitment

Detailed Reporting
We provide detailed and transparent reporting on your portfolio's performance, including regular
statements and performance reviews. These reports offer insights into your investment strategy's
effectiveness and help you track your progress towards your financial goals.

Online Portal Access (To be Live Soon)


Our secure online portal will allow you to access your portfolio information in real-time, providing 24/7
visibility into your investments. You can monitor performance, review transactions, and access
important documents, putting you in control of your financial journey.

Compliance and Integrity


We are committed to upholding the highest standards of transparency and integrity, adhering to all
applicable SECP regulations. We prioritize your trust and strive to maintain a transparent and ethical
approach to all aspects of our advisory services.
Empowering Your Financial Knowledge

Investment Education
We provide ongoing education to empower you with the knowledge and understanding
necessary to make informed financial decisions. Through webinars, seminars, and
personalized consultations, we equip you with the tools to confidently manage your wealth.

Market Trends & Strategies


We keep you informed about market trends, economic developments, and the latest
investment strategies. Our aim is to equip you with the knowledge to understand the factors
influencing your portfolio and make informed decisions about your financial future.

Personalized Support
We are committed to providing ongoing support and guidance to address any concerns or
questions you may have. We strive to build a collaborative relationship, ensuring that you
feel confident and empowered in your financial journey.
Services
Stock Signal Services Portfolio Advisory
Receive accurate signals for investment in the Get personalized portfolio guidance and expert
Pakistan stock exchange and maximize your consultancy to diversify and optimize your
returns. investments.

Commodities Investment Guidance Financial Planning


Benefit from our expertise in PMEX Utilize ML, AI, and advanced quantitative
commodities trading and make smart methods for comprehensive financial planning
investment decisions. tailored to your goals.
Transparency in Fees: A Fair
and Aligned Approach
Advisory Fee 2% of total Advance Fee/
investment Charged annually
amount
Performance Fee 20% of profits Charged quarterly
generated

Our transparent fee structure ensures that you understand the costs involved
and the value you receive. We believe in a mutually beneficial relationship,
where your success is our success. Our performance-based fee structure
aligns our interests with yours, motivating us to deliver exceptional results
that benefit you directly.
Empowering Your Financial Future: A Collaborative
Journey

Trust and Collaboration Strategic Planning Growth and Prosperity


We believe that a strong and trusting We develop personalized investment Our goal is to help you achieve
relationship is the foundation of strategies that are tailored to your financial growth and prosperity
successful wealth management. We specific needs and goals. Our approach through careful investment
are committed to building a is both comprehensive and proactive, management and strategic planning.
collaborative partnership with you, ensuring that your investments are We strive to maximize returns while
working together to achieve your aligned with your vision for the future. managing risk, helping you build a
financial goals. secure financial future.
Get in Touch!

Mobile & WhatsApp Landline: Address: Email & Website:


+92-310-3065090 021-35344581-2 Suite A, 10-C, 3rd Floor, Lane-9, support@ekglobalcapital.com
Ittehad Commercial, Phase-VI, www.ekglobalcapital.com
DHA, Karachi, Pakistan

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