LPH Financial Services
Separately Managed Plans

Specialized Services to Build Profound Investment Strategies.

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Separately Managed Plans

Separately Managed Plans are tailor-made to meet every investor’s unique requirements. Our experienced financial planners offer customized approach and investment strategies to build a profitable portfolio. Every portfolio is managed by a dedicated professional. We provide our clients with a comprehensive range of options, which help them to pursue a money-spinning strategy.

Benefits of Separately managed Plans

Separately Managed Plans helps you build a financial strategy that is unique to your financial needs. Our professionals focus on the clients’ specific requirements and identify the investment options that meet specific requirements like risk appetite, short or long term investment goal, and other specific situations.

How We Can Help You?

LPH Financial Services is a renowned and reliable financial planner with a team of experienced investment experts. We apply holistic approach to understand our clients’ requirements, and provide the best solutions that help them pursue their financial goals. We have dedicated professionals to help you build a profitable portfolio, prepared in line with your risk appetite.
LPH Financial Services is excited to explore the opportunities for creating wealth for you. Find Separately Managed Plans to achieve your financial goals.

Personal Portfolio Management

Portfolios are aimed at accommodating your personal investment objectives. It offers attractive solutions to your investment needs.

Tax Efficiency

Build a potentially gainful financial strategy to minimize your tax liabilities. We will help you build a tax-efficient portfolio to meet your specific requirements.

Full Transparency

It allows the investors to see all of their transactions in real time, giving you insights into your investments.

Tailor-Made Solutions

Separately Managed Plans are designed specially to meet every investor’s needs based on his/her personal financial goals and expectations.


Life Insurance provides peace-of-mind that financial hardship will be alleviated upon the death of the insured.

The members of your immediate family with insurable interest can take a life insurance policy on your life. Life Insurance Companies cannot provide a stranger to buy an insurance policy on your life. Life Insurance of Dubai allowed your employer or business partner an insurable interest. A Life Insurance policy cannot be taken without his prior knowledge.

No, you are the owner of your policy. So it is not necessary to prove your beneficiaries have an insurable interest. It can be anyone, even a stranger, only named as a beneficiary who wants the insured to be alive and healthy.

Often the insurance is termed as temporary because it lasts for a specific period. The life insurance companies provide the temporary insurance offered only during the life insurance application process. If you die before your final application is approved, the temporary policy pays out to your beneficiaries. The temporary insurance must be renewed when that period ends.

It is a way to protect your beloved one through financial support after your death. A death benefits your beneficiary is term insurance.

Co-pay is a fixed portion of you to pay towards the doctor prescription or treatment expenses, and Coinsurance is the percentage of costs you pay after you’ve met your deductible.

No never. By taking life insurance, you can die with complete peace of mind. Because you die during the term; you know the company will pay your beneficiaries.

The participating policy pays you dividends and enables you as a policyholder to share the insurance company’s profits. The company produces a premium at the end of the year.

An agent may believe term is risky, but only because you could have a hard time buying a policy in the future if your health deteriorates or you cannot afford the higher premiums. Commissions could also be a reason for an agent who discourages term.

Successfully made premium payments to cover the cost of insurance for the rest of your life.

Life Insurance Dubai pays the death benefit, and the beneficiaries can collect it. If there are any loans you have to repay, they will deduct from the death benefits.

The family floater plan is for families, and like an individual plan, it is extended to cover your whole family.

Health issues are common these days. And the medical treatments are costly, and so the individuals are draining for financial aids. But if you have any health insurance, it can be helped you to an extend. You can take your health insurance even through insurance brokers. Health insurance is a type of insurance that covers medical expenses that arise due to an ailment. These expenses could be related to hospitalization costs, cost of medicines or doctor consultation fees.

Let’s Discuss Your

We are ready to serve you with tailor-made financial plans to help you achieve your business goal. Let our professionals know about your requirements.

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