The Company

Compass Financial Solution is a multidimensional financial solution provider with expertise and experience needed to assist in the exceptional planning suiting the needs of Individuals’ and Corporate alike. Compass provides individuals and families with the advice, financial plans and services they need to protect, invest and grow their wealth.

Our comprehensive financial services program offers a wide range of investment and insurance programs which also include initial and ongoing consultation, to create a sustainable and substantial revenue stream for the client.

At Compass, our strength is a result of our attentive focus to client needs, the alliances we've forged and financial network we have created along with the trust we have built in the hearts of all those availing our services. Given our wide range of financial service partner network, we are able to choose and customize services in each facet of financial planning, investment management and insurance.

The Vision

We at Compass Financial Solutions, commit to be a client driven Financial Solutions Provider. Our professionalism lies in engineering solutions for our Valued Clients, by setting the highest standards of ethics, knowledge and integrity, supported by a network of leading multinational insurance, investments and financial institutions.

The Idea

Everyone in this world has a dream, a goal, a mark, a destiny set in their minds. And many have the energy and commitment to follow that dream and achieve their destiny. But not many have a clear sense of direction to reach their goal and ensure a prosperous future.

Two years ago, on a sunny afternoon while sipping cups of cappuccino, a group of friends were discussing the same thing; finding the right road to reach one’s dreams. It was then, during that leisurely discussion that they decided to establish a platform where they could help others make their dreams come true. It was all about helping others determine a clear and precise direction to achieve their goals in life, and ensuring financial protection on the way.

In encyclopaedic terms, a compass is a navigational instrument for finding directions on the Earth. In a more artistic term, Compass is financial advisor for finding directions in life. Compass ensures that your investments are put in beneficial practices, your savings are equally fruitful and your life, health and assets are insured.

The Values

Compass stands for many values, which may be similar in nature but different in their impact. These might be a few words in the reading, but for us, they are the foundation stones of our day to day working. These are the words that make up the Compass.

• Composure & Compassion
• Opportunities & Objectivity
• Methodology & Meditation
• Plan & Preparation
• Analysis & Architecture
• Substance & Solutions
• Support & Sincerity

The Ethics

Over the years we have consciously made an effort to keep all our business values intact. Our business ethics are the ones that set our direction. We value our customers, their privacy, their assets and their lifetime savings. Each time an existing or a potential client walks into our office, s/he gets our singular attention. We listen to your problems and situations, analyze them objectively and suggest to you the best possible solution that is available. Our primary payback is your trust. We want you to trust us to be your financial architects.

We always keep you in the business loop so that you know where your money is. We keep our clients updated with all the fluctuations in the market, their financial investment status and where there protections and investments stand. With us you are always in control of your finances while we are there to advise you on each decision you have to make.

The Corporate Social Responsibility

"Sentiment without action is the ruin of the soul." - Edward Abbey

A philosopher, P. Cannon Rasmussen, once said, “To determine how successful your actions might be, consider how your efforts will serve to improve the lives of others.”

We believe in that theorem. At Compass, corporate social responsibility is essentially our contribution to sustainable development and betterment of the communities and societies beyond borders. While governments may introduce laws that protect the environment as well as its citizens' current and future economic and social needs and rights, we as a responsible business entity recognize our responsibility in going beyond what is required by law when managing their impacts on society, the environment and the economy.

As part of our renewed efforts towards this goal, Compass has funded the treatment for an 18 year old Sri Lankan to undergo heart surgery.

Our helping hand is extended even to those within the Compass family by patronizing & funding the medical surgery & corresponding treatment expenses of one of our colleague’s mother in Pakistan.

An MDRT Member

The Million Dollar Round Table (MDRT) is The Premier Association of Financial Professionals. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards. MDRT is comprised of 35,781 qualifiers who reside in 76 nations and territories, representing about 475 companies.

Since Compass is a member of the MDRT, you can be certain that you are working with an accomplished, ethical professional who is considered to be among the best in the world. Round Table membership is an exclusive honor that is achieved only by a small percentage of all life insurance and financial services advisors worldwide. Compass is proud to be a part of such an esteemed professional group.

For more information on MDRT, please visit www.mdrt.org.

The Team

Compass Financial Solution has emerged as a team of highly skilled and motivated professionals and financial architects specializing in envisioning, formulating and implementation of client-specific and individually tailored financial plans. The team’s ability to actively evaluate monetary change ensures that customers are offered the best security to their investments.

The Management

...............................................................................................................................

Mr. Rakesh Rachwani
Founder Member and Managing Partner

Mr. Rakesh completed his Engineering 1992, Bombay. He joined as a part-time Sales Consultant for Life Insurance Corporation of India in 1990 while at college and this part-time job has since blossomed into a career in this profession. He has a passion towards the world of Life Insurance and Investment and has been an active member in Financial Service Industry since 17 years. Over the years, he has driven his business to excel by dedication to the quality of the service he provides in fulfilling the needs of his clients. He came to Dubai in 1993, achieved over 300 clients in less than five years through his hard work, dedication and professionalism. For 6 consecutive years he has been A MDRT (Million Dollar Round Table) qualifier since 2002 and Court of the Table, Top of the Table from 2004 – 2009.

Rakesh Rachwani leads a operations team of qualified professionals, which is committed towards being a client driven Financial Solutions Provider.

...............................................................................................................................

Has controlled a staff minimum of 30 people to maximum of 600 people at a time zone. His last assignment has procured USD 5 million gross Premium on Life & General Insurance business.

...............................................................................................................................

Mr. Navin Nihalani
Director Sales

Navin, a commerce graduate with a Masters in Finance from the International University of Missouri (USA), is a part owner of Compass with more than 17 years of Insurance and Investments experience. He has been awarded to be the single biggest protection writer in the UAE as an individual for 2009 by Zurich International Life. An MDRT member for over 10 years with 1 Court of the table and 2 Top of the Table qualifications under his belt, he is known in the market place for his prudent advice to his clients who have a long lasting relationship with him. He specializes in advising High net-worth individuals and business owners.

With a client base of over 350 clients, he mainly advises individuals on matters including but not limited to: life assurance, health insurance, inheritance tax planning & wills, savings & investments, retirement planning, mortgages, personal & corporate financial planning. Navin’s credentials also lie in advising Corporates on employee benefit schemes with emphasis on holistic planning and in-depth asset allocation based on an organizations specific requirements.He has a client base across geographies (India, UAE, Japan, Nigeria, Oman, Bahrain, Qatar) where he has efficiently handled their Insurance portfolio with Global Products. He leads the entire sales function of the organization with a team of qualified professionals, who are committed towards making Compass a client driven Financial Solutions Provider.