Mr. Mohammad Shoaib, CFA is the CEO and Co-Founder of Lucky Investments Limited. He has to his credit being the Founder of Al Meezan Investment Management Limited as well as CFA Society Pakistan. He is a highly qualified and seasoned professional with 35 years’ experience in capital markets. Mr. Shoaib holds an MBA degree from IBA besides being a Chartered Financial Analyst (CFA) charter holder. He is also an Harvard Business School alumnus.

As Chief Executive of Al Meezan Investment Management Ltd., he had played a key role in steering up the company to be the largest AMC in Pakistan with AUMs of about USD 2 billion, over 600 employees and 25 branches all over Pakistan.

He has to his credit many accolades and awards, the most significant of them being the “Most Influential CFA charter holder” and “Volunteer of the Year: Lifetime Achievement Award”, both awarded by CFA Institute, for his contribution to the mission of CFA Institute.

He has been active participant in the Islamic finance and asset management for the last 22 years. In this respect, he has also actively participated as a speaker and panelist in various international and local seminars, conferences and workshops. 

Mr. Shoaib has also served in voluntary capacity at different domestic and international institutions. He has served as a Director on the Board of Pakistan Stock Exchange and Chairman on the Board of Mutual Funds Association of Pakistan. He has also served on the Board of Directors of Pakistan Institute of Corporate Governance and Institute of Capital Markets. He has also served on various global and regional committees of CFA Institute He has also had the honor to represent all CFA Institute societies in Asia Pacific Region CFA on the Presidents’ Council of CFA Institute. He is currently a member of the AAOIFI Governance & Ethics Board and PSX Focus Group on Islamic Finance.

Mr. Nabeel Malik is a seasoned financial markets professional with over 20 years of experience, specializing in strategic planning, leadership, and corporate governance. He joined Lucky Investment Limited as Chief Investment and Strategy Officer.

Prior to joining Lucky Investments, he was associated with Alfalah Investments, IGI Funds, Pak Oman Asset Management and others. Throughout his career, Mr. Malik has held key leadership roles, including Senior Fund Manager, Head of Investments, Chief Investment Officer, and Acting CEO, showcasing his versatility and depth of expertise in asset management and financial strategy.

With a proven track record in investment management, risk assessment, and capital allocation, Mr. Malik is a valuable asset to Lucky Investments, bringing strategic vision and executive acumen to drive sustainable growth and maximize stakeholder value.

Mr. Umair Ahmed is a fellow member of Institute of Chartered Accountants of Pakistan and an associate member of Institute of Chartered Accountants of England & Wales. He joined Lucky Investments Limited as COO, CFO and Company Secretary.

Prior to joining Lucky Investments, he was associated with UBL Fund Managers limited and MCB Arif Habib. He has an overall work experience of over 15 years in mutual fund industry in various senior Leadership roles.

Mr. Muhammad Waqas Durrani as Head of Marketing brings with him over 20 years of rich experience in the Islamic Banking & Finance industry of Pakistan at senior positions. He attained an MBA and BBA degree from the IBA in 2003.

Prior to joining Lucky Investments, he been associated with BankIslami Pakistan, Pak-Qatar Group, Dubai Islamic Bank, Standard Chartered SAADIQ, and Meezan Bank in various senior Marketing and Product Development leadership roles. He also serves as visiting faculty at various universities on Marketing and Islamic Finance courses.

Mr. Zohaib Saeed serves as the Head of Fixed Income Funds at Lucky Investments and is an experienced investment professional with over 10 years of treasury management experience. He possesses in-depth knowledge of managing Shariah Compliant Fixed Income/Money Market funds and Voluntary Pension schemes.

Mr. Zohaib also worked at Al Meezan Investments, A.F Ferguson and Co. Chartered Accountants and International Rubber Company L.L.C in U.A.E. He is a Chartered Financial Analyst (CFA), an ACCA from the Association of Chartered Certified Accountants U.K. and was also awarded the United Arab Emirates Chartered Accountant certification from the Accountants and Auditors Association of U.A.E.

Ms. Honey Zaidi as Head of Information Technology (IT) has over 16 years of experience in IT with specialization in Strategic Management, Project management, Business Applications Development & Acquisition,  IT Governance, Networks and Infrastructure.

Prior to joining Luck Investments, she has served in leadership roles in two AMCs, Lead Application Development at Al Habib Funds, and Head of Business Application at Al Meezan Investments. She was also associated with Pakistan Mercantile Exchange (PMEX) as Head of Business Applications and Sidat Hyder Morshed Associates in Financial Application Development. She holds a Master’s Degree in Business Administration and Bachelor’s Degree in Software Engineering from Bahria University.

Ms. Khatija Ilyas Konchwala as Regional Head Institutional & HNW Sales for South has over 25 years of Islamic financial services experience. Previously Ms. Khatija served as Area Manager at Meezan Bank Branches at Corporate, Residential and Commercial Areas. She also served at Union Bank and CitiBank Pakistan as Sales and Services Manager.

Ms Konchwala holds Bachelor’s Degree from Karachi University. She also has done her PGD in Islamic banking along with various, Islamic Finance Certifications in Banking, Capital Markets, Shariah Audit, and Takaful.

Muhammad Saad Ali as Head of Research has over 13 years of work experience in the capital market of Pakistan. Saad has been an Energy sector research analyst (equities) throughout his career, and has been a Head of Research at leading brokerage firms since 2016. Prior to joining Lucky Investments, he was the Director Research at Intermarket Securities Limited.

He won the Best Analyst Runner-up award by CFA Society Pakistan in 2020. He graduated from the Institute of Business Administration (IBA) with a BBA degree, majoring in Finance, and is a CFA charter-holder.