A platform-agnostic wealth advisory firm headquartered in Business Bay, Dubai. Regulated by the UAE Capital Market Authority (CMA UAE). Founded and led by Madhur Kakkar.
Elevate combines private-banking-style relationships with brokerage execution — to help clients grow, protect, and manage their wealth across global markets.
Elevate Financial Services LLC is a wealth advisory and brokerage introducer based in Business Bay, Dubai. The firm is regulated by the UAE Capital Market Authority (CMA UAE) and operates as platform-agnostic — it introduces clients to top-tier broker platforms and supports them with research and advisory, rather than holding client assets directly.
Safa Fadil is one of the firm's five Relationship Managers. The team is structured around long-term client service: each RM owns a focused book, supported by daily insights from Elevate's in-house investment strategy desk.
Over two decades in financial services. Founded Elevate to redefine investment management for the evolved investor — combining private-banking relationships with brokerage execution.
Leads commercial strategy and the Relationship Manager team. Sets the bar for client onboarding, retention, and the firm's referral-driven growth model.
Investment Strategy Consultant. Produces the daily macro briefings and asset-class views that Relationship Managers translate to clients in plain words.
Elevate operates under the supervision of the UAE Capital Market Authority (CMA UAE) — the regulator overseeing the country's capital markets and licensed financial services providers.
The firm is platform-agnostic: it does not custody client funds. Clients open accounts in their own names with regulated international brokers (FxPro, CMC Markets, IG Markets) and Elevate provides advisory, research, and ongoing relationship management on top of that infrastructure.
This separation is by design — it keeps client assets under broker custody and broker regulation, while Elevate's role is to introduce, advise and support, not to manage discretionarily.
For market questions, an introduction to Elevate, or to discuss a collaboration — message Safa directly. For firm-level enquiries, visit elevatewealth.ae.
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