Investment advisory for the stock exchange and real estate
Grow wealth with structure, not guesswork.
Most investment mistakes we see are not bad picks. They are the wrong structure, a tax cost nobody calculated, or a property nobody is managing properly. We help you plan how much to put into listed shares, mutual funds and property, hold it in the right name, account for tax on dividends, gains and rent, and keep it managed and reported. Securities are bought and sold through SECP-licensed brokers of your choice; we advise and report, and we do not hold client money.
ResultA clear investment plan, the right holding structure, and tax on every gain worked out before you commit.
What we handle
Stock exchange investing
- Investment policy and asset allocation planning
- Opening accounts with SECP-licensed brokers and CDC
- Tax on dividends and capital gains on securities
- Quarterly portfolio performance and tax reporting
Real estate management
- Pre-purchase review of documents, valuation and tax
- Rental agreements, tenant management and collections
- Rental income tax and withholding compliance
- Sale planning, capital gains and transfer taxes
Structuring
- Holding through individuals, AOPs or companies
- REIT and mutual fund alternatives to direct ownership
- Family and succession arrangements for assets
- Wealth statement reconciliation for every investment
Overseas investors
- Investments through Roshan Digital Accounts
- Remote property purchase, rental and sale
- Repatriation and treaty relief on returns
How an engagement runs
- Step 1
Free review
We review your position and documents at no charge.
- Step 2
Written fixed fee
You approve a written scope and a fixed or monthly fee.
- Step 3
Partner-reviewed delivery
Our team does the work; a partner reviews every output.
- Step 4
Ongoing support
We track deadlines and keep you informed through the year.
Questions about investment advisory: stocks & real estate
Do you pick stocks or manage my brokerage account?
No. We help you set an investment plan, choose the right structure and understand the tax, and we report on your portfolio. Trades are placed through an SECP-licensed broker of your choice, in your own name and account.
How are stock market gains taxed in Pakistan?
Gains on listed securities are taxed under section 37A, and dividends under section 150, usually collected at source by the NCCPL and the company. The rate depends on your filer status and when you bought. We work out the effect on your overall return before you invest.
Can you manage my property in Pakistan while I live abroad?
Yes. We handle rent agreements, collections and tax on rental income, and we plan sales so the capital gains and transfer taxes are known in advance.
Let's grow together
Free first review. Fixed fees agreed in writing before work starts.