INVESTING WITH WHOLENESS, TRANSPARENCY
AND WISDOM
Infinite Perspective. Timeless Wealth
Our Commitment to Your Wealth Journey
Headquartered in Dubai, At 108 Wealth, we guide HNI families across the globe, through the complexities of long-term wealth management with commitment to preserving and growing clients’ wealth. Our job is to understand your investment goals, make sense of your current investments across different banks, take holistic view and guide you with honest, expert advice, so your wealth is protected and grows over time.
Unbiased, Client-First Advice
With no product agenda or institutional bias, our sole focus is to serve your best interests with insight, integrity, and purpose. We are not tied to any bank or in-house products; objective is simple – select the absolute best for YOU.
Experienced Hands, Trusted Guidance
With more than a decade of experience in investments, our team’s core expertise revolves around helping families build strong investment strategy.
From our Founder
“What is undeniably missing in the market today is true, conflict-free, independent and transparent advice from an expert. We are here to bridge the gap. We aim to be the trusted partner for our clients in their journey to achieve long-term financial success.”
-Sweta Mehta
Why 108?
The number 108 carries timeless significance — symbolizing completeness, balance, and spiritual clarity in many cultures. Astronomically, 108 symbolizes the harmony between Sun, Earth and Moon. It reflects our belief that managing wealth well is not just a financial journey, but a personal and enduring one.
What We Do
Step 1: A Complete Financial Picture
Data Consolidation
Step 2: Goals Principles Boundaries
Setting Investment Policy Statement (IPS)
Step 3: From Strategy to Action
Execution & Rebalancing
Step 4: Active Oversight, Always On
Portfolio Monitoring & Oversight
Step 5: Reducing Unnecessary Costs
Competitive Pricing & Cost Control
The Result:
Aligned strategy. Reduced costs. Stronger portfolio. True peace of mind.
Issues in current Set up
Many inherent issues exist in current setup. You may have experienced some of these:
Conflict of Interest
There exists inherent conflict of interest when a financial services provider has revenue and AUM targets. This may lead to sub-optimal investment recommendations.
Hidden fees and commissions
There is no free lunch. If something is offered as free, think twice
Commoditised products
One size fits all approach – Doesn’t work in private wealth.
Lack of continuity
Frequent changing of RMs and IAs lead to a lack of continuity and understanding of what the client requires.
What Sets Us Apart
- Transparent: Our fees are transparent and agreed up front, payable by the client. Our success is tied only to yours.
- Independent: We do not receive any commissions from financial institutions, and so we are truly independent. We would work with all banks with YOU.
- Truly Aligned: No revenue targets, no AUM targets, no pressure. No conflicts of interest. We don’t sell products. We analyze every recommendation based solely on its merits.
- Long-term Relationship: At 108 WeALTH, this is not just a firm — it’s our own. We’re here for the long run, committed to building enduring relationships with families to ensure continuity in investment philosophy and strategy across generations.
- Expertise: Unbiased guidance informed by comprehensive insights from reliable global sources.
- Holistic approach: Many clients have more than one banking relationship. We provide consolidated portfolio view with holistic risk monitoring.
WHY IS THIS APPROACH MORE EFFECTIVE THAN WHAT OTHER FINANCIAL SERVICES PROVIDERS OFFER?
Because We’re Truly on Your Side
While traditional financial service providers often focus on short-term transactions, our approach is fundamentally different — we are driven by long-term investment strategy. That means helping you view your portfolio holistically across multiple banks, assessing risk with clarity, and securing the most competitive pricing on your behalf. We go beyond returns — we’re rethinking wealth for a changing world.
Let's talk
Call: +971 56 275 1231
Email: advisory@108wealth.com
