25+ Years of Experience
Shariah Compliant

We Make
Difference

Pakistan's premier financial consultancy & training. Expert advisory, fund arrangement, and professional certifications, backed by 25 years of practitioner experience.

Multiple
Clients Served
0K+
Projects Done
0+
Yrs Experience
0
Specialists
Standard Chartered Bank
Citibank
National Bank of Pakistan
Merrill Lynch
Pictet
Bank of Singapore
Unilever
A.F. Ferguson & Co.
IBA Karachi
University of Glasgow
Pak Kuwait Investment Co.
Meezan Bank
Standard Chartered Bank
Citibank
National Bank of Pakistan
Merrill Lynch
Pictet
Bank of Singapore
Unilever
A.F. Ferguson & Co.
IBA Karachi
University of Glasgow
Pak Kuwait Investment Co.
Meezan Bank
Who We Are

Global connections and modern AI agentic technology for consulting & finance in Pakistan

Dedicated to providing the highest quality financial consultancy and training. Our experts help businesses and individuals achieve their financial goals through practitioner-led programs.

Learn more about us
01

Your Global Connect

CFA, FRM, FCA credentials backed by real practitioner experience across global financial institutions.

02

A focused team with a specialized skill set

Seven specialist experts across investment banking, Islamic finance, tax, and professional certification.

03

Trusted and professional advisors for you

Over 20 years across MNCs, corporates, government bodies, SMEs, and social enterprises.

04

'Help First, Do Business Later' philosophy

Free initial consultations. Pro bono for eligible clients. Discounted rates for scholars and orphans.

0+
Years of Experience
Across MNCs, corporates & SMEs
0+
Years in MNC Consulting
Local & foreign corporates
Multiple
Clients Served
Across all sectors
What We Offer

Comprehensive
Financial Solutions

View All Services
01

Advisory Services

Making financial decisions can be tricky. From purchasing, selling, listing, investing, structuring, and feasibility, you can turn to us for expert guidance on any financial decision.

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02

Equity & Debt Arrangement

Arranging funds, including in a Shariah-compliant manner, can be tricky. Our industry contacts and experience can structure and get you a significantly better deal.

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03

Technical Assistance

Finding it difficult to understand or meet technical requirements? Benefit from our technical assistance across proposals, financial modelling, fund raising, and company formation.

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04

Tax & Efficiency

Optimize your tax position and internal finance function with expert structuring, audit design, and technology-enabled financial systems advisory.

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05

Training & Education

Develop fundamental understanding and learn the latest in finance using tech-enabled tools. CFA, FRM, financial modelling, and specialized professional courses.

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06

Research & Analysis

A dedicated research department providing financial analysis, market intelligence, and investment research to support your most important decisions.

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Technical Depth

Our Technical Expertise Across the Market

Our team's expertise spans the full spectrum of financial services: from investment banking and Islamic finance to professional certifications and tax structuring.

Meet our experts
Investment Banking & Advisory95%
Financial Modelling & Analysis92%
Islamic Finance & Sukuk90%
CFA & FRM Preparation96%
Tax Structuring & Efficiency88%
Fixed Income & Capital Markets91%
By the Numbers

25 Years of Impact.
Proven at Scale.

We are dedicated to providing our clients with the highest quality training and financial consultancy services. Our team of experts has years of experience in helping businesses and individuals achieve their financial goals.

Multiple
Clients Served
Across all sectors of Pakistan's economy
0+
Projects Completed
Local & international
0+
Students Trained
8+ universities
0+
Courses Delivered
30+ subjects
The Experts

A Focused Team With a Specialised Skill Set

Meet Full Team
SI
Syed Irfan Ahmed
Founder & CEO
CFAFRMMBA

Seasoned consultant and trainer who previously worked at Standard Chartered Bank, Pak Kuwait Investment Co., Alternate Research, and Citibank across investment banking, corporate banking, equities, and business development. Has taught at 8 universities including IBA-Karachi and SZABIST, reaching over 3,000 students across 165+ courses and 30 subjects. Alongside a PhD in Islamic Finance, he is pursuing Dars-e-Nizami from Wifaq ul Maddaris al Arabiya.

SE
Syed Eraj Hashmi
Fixed Income & Treasury Specialist
CFAMSc Finance (Glasgow)MBA Finance CBM

Started career as Trader/Dealer for Fixed Income at Pak Kuwait Investment Bank, then served as Assistant Treasury Manager at Unilever. Headed the Corporate Bonds/Sukuk trading desk at National Bank of Pakistan (AAA rated), originating hybrid securities launched for the first time in Pakistan. MSc Finance from University of Glasgow on a Chevening Scholarship from the British Government.

SF
Syed Furqan
Head of International Practice
USD 3B+ deal credentials

London-based head of SIATFC's international practice. 10+ years of investment banking, financial advisory, private equity, and business development experience covering Middle East, Europe, South Asia, and Africa. Sits on Advisory Boards and serves as CFO for multiple UK tech startups. Successfully raised multiple seed, Series A & B rounds for fintechs in UK and UAE, and closed M&A and PE transactions across UAE and Pakistan.

Client Stories

We Only Choose
the Best Outcomes
for You

SIATFC's CFA preparation program was instrumental in helping me pass Level 1 on my first attempt. The instructors' real-world experience made abstract concepts concrete and applicable.

AS
A. Siddiqui
Investment Analyst
Leading Bank
Global Reach

Our Global
Connections

The partners leverage their existing network and relationships established over decades to provide our clients exclusive access and advisory on their funding needs.

Exclusive access to global capital sources
Advise clients on addressing their funding needs
Get funding at the best possible terms
Discuss Your Funding Needs
Ultra-High Net Worth Individuals (UHNWIs)
Family Offices: Middle East & UK
Venture Capital Firms: UK, UAE, Pakistan
Private Equity Houses: Europe & Middle East
Sovereign Wealth Funds: GCC & Asia
Commercial & Investment Banks
Private Debt Investors
Institutional Investors: Global
Our Process

From First Call to Final Result

Initial Consultation

No commitment required

Scope & Proposal

Transparent fee structure

Active Engagement

Dedicated specialist assigned

Delivered Results

Measurable outcomes

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