Industry: 2018
KAR: 2024
Maliha Bukhari
Financial Planner
Start Date
Education
Bachelor of Science, Double Major – Financial Mathematics + Economics, Simmons University
Prior Work Experience
- Associate Advisor – Manhattan West
- Senior Associate – IEQ Capital
- Portfolio Associate – Boston Trust Walden
#3 Independent Advisor in 2024
(#1 in 2017-2020, 2022)
(#1 in 2017-2020, 2022)
Ranked #7 on
Forbes Top RIA List
(2024)
Forbes Top RIA List
(2024)
What Do You Enjoy Most About Your Job?
What I enjoy most about my work is the opportunity to build meaningful connections and relationships with my clients. It’s important to me that they trust our communication and feel confident they can approach me with any challenges they face. I place great value on creating a strong foundation with others, cultivating a space where clients and colleagues feel safe to share their ideas and concerns. This openness ensures continuous growth and improvement for everyone involved.
What Do You Enjoy Most About Working at KARWA?
What I enjoy most about working with KARWA is the people. From the moment I met each team member, I sensed a profound dedication and commitment to enhancing the lives of others. KARWA genuinely cares about its employees, which in turn enables us to deliver exceptional service to our clients. The firm’s focus on not only achieving success for its client portfolio but also fostering a supportive and caring environment has cultivated a unique and exceptional culture, unlike anything I have encountered in my career in the financial services industry.
How Does KARWA Approach Wealth Management Differently?
KARWA stands out in the wealth management industry through its rigorous research into both companies and alternative investments. With a dedicated team of analysts, their approach is both comprehensive and insightful, ensuring a thorough understanding of the investment landscape. Complementing this deep research is their commitment to delivering white-glove service to clients. This unparalleled level of care forms the foundation of the client relationship, creating the perfect formula for success.
What Are You Involved in Outside of Work?
Outside of work, I am deeply committed to volunteering and am an active supporter of Islamic Relief USA, a nonprofit organization focused on disaster relief and sustainable development worldwide. Additionally, I have a strong passion for both travel and music, often combining the two by attending music festivals around the globe.
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Barron’s “Top 100 Independent Advisors”: The Barron’s “Top 100 Independent Advisors 2024” was given in September 2024 and covers the year 2024. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.
Forbes “Top RIA Firms”: The Forbes Top RIA Firms 2024 ranking was issued in October 2024 and covers the year 2024. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.
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