Virji Investments, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Virji Investments is a fee‑only registered investment adviser with two advisory professionals managing roughly $33 million for about 58 clients, primarily individual and high‑net‑worth households. The firm provides discretionary portfolio management, retirement planning and consulting, and serves as a limited‑scope 3(21) fiduciary for ERISA‑qualified retirement plans.
The firm’s investment process centers on disciplined, long‑term asset allocation across equities, fixed income, mutual funds and ETFs, drawing on fundamental, quantitative, technical and cyclical analysis to tailor model portfolios to client risk profiles. Virji also offers passively managed Sharia‑compliant strategies and an optional performance‑based trading program for qualified clients, in addition to traditional active management approaches.
Virji is notable among peers for its affiliated business structure and product sponsorship: principals are linked to ShariaPortfolio and SP Funds Management, which sponsor several Sharia‑focused ETFs, operate a private SP Funds RE real‑estate vehicle, and run a wrap‑fee digital platform called the Express Program. The brochure discloses these affiliations and related time‑management and conflict‑of‑interest considerations, and notes the firm’s custodial relationship with Charles Schwab and receipt of certain custodial economic benefits.
Client services
Expertise
Fee options
$0 - $99,999: 2.00% annually $100,000 - $499,999: 1.60% annually $500,000 - $999,999: 1.20% annually $1,000,000+: 1.00% annually
Performance Trading Fee: 25% of trading profits over 1.00% quarterly high watermark; minimum account size $500,000 and must meet SEC Rule 205-3(d)(1) requirements (e.g., $1,100,000 under management or $2,200,000 net worth).
Account minimum: $50,000 Fee-only: Fee-only registered investment advisor; no commissions received from third parties.
Main office
1331 S. International Pkwy, Suite 2291
Lake Mary FL 32746
Advisors at this office
2
Most active in
California · Florida · Illinois · Indiana · New Jersey · Texas
Also doing business as
Sharia Portfolio · Virji Investments, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Allan P
Series 66
Lake Mary, FL
Virji Investments, Inc.
Allan Paull is a financial advisor at Virji Investments, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Virji Investments since 2011. He is also involved in insurance sales, a business activity he has pursued since 1991. Virji Investments is a fee-only registered investment adviser managing approximately $33 million for about 58 clients, primarily individual and high-net-worth households. The firm offers discretionary portfolio management, retirement planning, and serves as a limited-scope 3(21) fiduciary for ERISA-qualified retirement plans, employing a disciplined, long-term asset allocation approach that includes Sharia-compliant strategies and various active and passive management options.
Naushad V
Series 65
Lake Mary, FL
Virji Investments, Inc.
Naushad Virji is a financial advisor at Virji Investments, Inc. with 22 years of industry experience. He holds a Series 65 designation and has worked with affiliated firms including ShariaPortfolio, Inc. and SP Funds Management, LLC. Outside of his advisory roles, he serves as president and vice president of family real estate investment companies. Virji Investments provides discretionary portfolio management and retirement-plan advisory services to individual investors, including both high-net-worth and non-HNW clients, and acts as a limited-scope 3(21) fiduciary for ERISA plans. The firm employs a blend of fundamental, quantitative, technical, and cyclical analysis to build tailored asset-allocation portfolios and offers both active and passive strategies, including Sharia-compliant options.
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