Naushad Virji
Virji Investments, Inc.

Tel: (321) 275-5050
1331 S International Pkwy
Suite 2291
Lake Mary, FL 32746

Securing the future you've earned

Virji Investments, Inc. | Financial Advisor in Lake Mary ,FL

About Virji Investments, Inc.

At Virji Investments, we strive to provide exceptional investment management services for our clients. Our primary goal is the preservation and growth of our client's portfolios. We will accomplish this through a disciplined approach to long-term investing while providing superior client service.


General Information

Firm Start Year:   2003
No.of Employees:   5-9
Name of Broker/Dealer:   TD Ameritrade
Name of Custodial Firm:   TD Ameritrade
Number of Years with Current Firm:   10
I work with the following types of clients:   Non-Profit Organizations , Businesses , Individual Investors


Services

Investment Types:   Stocks , Exchange Traded Funds (ETFs) , Bonds , Mutual Funds , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , At your office , Via phone , Via email , At your home


Qualifications & Memberships

Firm Information

Assets Managed by Advisor:   $17,000,000


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:   $25,000.00
Compensation Methods:   Based on Assets


Board Positions

Organization:  Advance Law  Washington, DC
Position :  Advisory Board Member
Duration :  September 2010-Currently holding

Organization:  Internet City, Inc.  Sanford, FL
Position :  Board Member
Duration :  December 2012-Currently holding

Organization:  Mercy USA  Plymouth, MI
Position :  Board Member, Treasurer
Duration :  January 2010-December 2012


Education

Bachelor of Science in Business Administration - Business  University of Florida - Gainesville, FL
August 1991-May 1993



Faqs

  • Do you have a customer satisfaction or refund policy? Customers will receive a refund after providing a written request to discontinue services.
  • What services do you provide? What are your specialties? We provide investment management services. We offer retirement accounts, education savings accounts and 401(k) plans for businesses.
  • What is your experience? How many clients do you currently manage? We have been in business in Lake Mary for over 10 years. We have over 100 clients with over 250 accounts.
  • What financial institution(s) do you represent? Virji Investments is an independent TD Ameritrade advisor.
  • How do you charge for your services? We are a fee-only advisory firm. Our management fees range between 1.00% to 2.00% depending on the amount of assets being managed.
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Disclosures

www.virjiinvestments.com


Disclaimer

Virji Investments, Inc. is registered as an investment advisor with the State of Florida, California, Illinois, Texas and Indiana. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in States where Virji Investments, Inc. is registered or where an exception from such registration is available, and no new account will be accepted unless and until all local regulations have been satisfied. If you are a resident of the State of Florida, California, Illinois, Texas or Indiana and are interested in our services, please e-mail us or call and request our Disclosure Brochure (Part II of the Form ADV); which provides detailed information about Virji Investments, Inc. and any inherent risks that may be associated with our services.

Naushad Virji

Naushad Virji

RIA


Naushad was born in Italy in 1971 but has lived in Florida since 1975. He earned a degree in business administration from the University of Florida and then went on to successfully complete his series 65 NASD examination to become a registered investment advisor representative. Naushad is the CEO of Virji Investments, Inc. Based in Lake Mary, Florida, Virji Investments is a boutique money management firm specializing in a disciplined approach to long-term investing using a value philosophy in security selection. Living in Longwood, Florida, Naushad is happily married with three children. His personal interests include golf, fine automobiles and spending leisure time with his family.

My Team


Allan Paull

Allan Paull


Senior Investment Advisor

Allan has spend more than 20 years working in the financial services industry. The knowledge he has gained from his hands-on training and experience working in the financial field has proven, in many cases, more beneficial than anything learned from college text books. Allan is a Senior Investment Advisor at our Tampa area office.

Ishaq Mohiuddin

Ishaq Mohiuddin


Senior Investment Advisor

Ishaq Mohiuddin earned an MBA from Northern Illinois University. He has a long history in financial services in various capacities. He also has experience with corporate America working at Kraft Foods and Motorola. Ishaq is a Senior Investment Advisor at our Chicago area office.

Ahmed Shaikh

Ahmed Shaikh


Investment Advisor

Based in Southern California, Ahmed completed his investment advisory registration in 2012. A 1999 graduate of Indiana University School of Law. Ahmed is a practicing attorney and certified specialist in estate planning, trust and probate law by the State Bar of California Board of legal specialization

Communities Served

Apopka Mount Dora
Eustis Winter Park
Sanford Kissimmee
Maitland Oviedo
Casselberry Deland
Orlando Titusville
Winter Springs Deltona
Longwood Ocoee
Winter Garden New Smyrna Beach
Debary Clermont
Altamonte Springs Edgewater

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

Check Bank Transfer