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What is Sarwa?

Whether you are a newcomer to investing or possess a wealth of experience, Sarwa is committed to prioritizing your financial well-being and future. We strive to expedite your journey toward achieving financial goals by providing services that were once available only to the affluent. With us, you can build a well-rounded investment portfolio that includes stocks, bonds, and various other assets specifically designed to match your individual risk tolerance. Studies have shown that investing in low-cost index funds that reflect market performance typically outperforms the selection of individual stocks in the long run. Utilizing cutting-edge technology, we dynamically adjust your portfolio to respond to shifts in the market and reinvest any dividends you receive. After evaluating your preferences, we will craft a customized investment strategy suited to your risk profile and time horizon, which you can adapt at any time. Our mission is to equip you with the necessary tools and insights, enabling you to make well-informed investment choices, and we are always here to support you along the way. Your financial success is our priority, and we continually seek ways to enhance your investment experience.

What is FutureAdvisor?

FutureAdvisor partners with wealth management companies to boost asset accumulation, streamline operations, appeal to diverse client groups, and connect with the next generation of investors. By utilizing established portfolio management techniques and best practices in the industry, we customize our strategies to align with your individual situation and existing investment holdings. Our focus is on optimizing your current assets to minimize turnover and reduce tax consequences. When suitable, we integrate affordable index funds to improve your portfolio's diversification. This strategy not only simplifies your investments but also sets you up for long-term financial achievement. Our ultimate objective is to provide you with personalized solutions that resonate with your distinct financial reality, ensuring that your investment journey is aligned with your goals. We believe that understanding your unique circumstances is key to fostering a successful financial future.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

0.5% Fee
Free Trial Offered?
Free Version

Pricing Information

0.5% Fee
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Sarwa

Date Founded

2017

Company Location

United Arab Emirates

Company Website

www.sarwa.co

Company Facts

Organization Name

BlackRock

Company Location

United States

Company Website

www.blackrock.com/futureadvisor

Categories and Features

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