|
|
|
|
|
|
|
|
|
|
About Us

Your Trusted Partner in Wealth Building

Milestone Consultancy is a trusted partner in portfolio management, delivering tailored investment strategies designed to optimize returns and manage risk effectively. With deep expertise and a client-focused approach, we help individuals and institutions build and preserve wealth through disciplined, data-driven decision-making.

Our Story

Milestone Consultancy was founded with a simple yet powerful mission: to make professional portfolio management accessible to everyone in Pakistan.

Over the years, we've grown from a small advisory firm to one of the most trusted names in the industry, managing over ₨5 billion in assets for hundreds of satisfied clients.

Our team of experienced financial professionals combines deep market knowledge with cutting-edge analytical tools to deliver consistent results, regardless of market conditions.

500+

Satisfied Clients

₨5B+

Assets Under Advisory

15+

Years Experience

98%

Client Retention

Our Journey

2010

Founded with a vision to democratize quality financial advice

2014

Achieved SECP certification and expanded advisory services

2018

Crossed ₨1 billion in assets under advisory

2022

Launched digital portfolio management platform

2024

Surpassed ₨5 billion AUA milestone

Our Core Values

These principles guide every decision we make and every recommendation we provide.

Client-Focused

Your financial goals are our top priority. We tailor every strategy to your unique needs.

Excellence

We maintain the highest standards in financial advisory with SECP certification.

Transparency

Clear communication and honest advice form the foundation of our client relationships.

Results-Driven

Our data-driven approach consistently delivers measurable results for our clients.

Why Choose Us?

SECP certified financial advisors with proven track record

Personalized investment strategies tailored to your goals

Transparent fee structure with no hidden charges

Regular portfolio reviews and performance reports

Access to exclusive investment opportunities

Dedicated relationship manager for each client

Limited consultation slots this month

Ready to Grow Your Wealth?

Take the first step towards financial freedom. Schedule a free consultation with our expert advisors today.

SECP Certified
Free Consultation
No Obligations