Fixed Income Investment
This service offers clients short-term investment opportunities, guaranteeing returns through money market investments with flexible tenures spanning from 90 to 365 days. With this option, your capital remains secure while enjoying a guaranteed rate of return. Additionally, the flexible investment terms ensure accessibility to your funds when needed. Other fixed income investment includes; Treasury Bills, Commercial Papers, Bonds
Equity Transactions
Our Company specializes in facilitating the purchase and disposal of shares, retrieving unclaimed dividends, managing portfolio diversification and restructuring, reconciling stock accounts with brokers and registrars, and administering estate accounts. We can do this by:
• Understanding your investment goal and your investment objectives, whether it's capital appreciation, income generation, or a combination of both.
• Assess your risk tolerance: Evaluate your risk tolerance level to determine how much volatility you can tolerate in your portfolio.
• Research and select stocks: Conduct thorough research on individual companies and industries to identify potential investment opportunities. Look for companies with strong fundamentals, competitive advantages, and growth prospects.
Portfolio Management
We offer professional financial services, leveraging the expertise of our skilled portfolio managers and dedicated research team to manage a diverse collection of investments, including fixed income investment, stocks, bonds, and real estate and others, aimed at achieving our clients' specific financial goals. Our services focus on diversifying risk, optimizing asset allocation, ensuring liquidity, and maximizing cost efficiency. Additionally, clients can choose between discretionary and non-discretionary management based on their preferences.
Leasing
Our leasing option facilitate the acquisition of assets such as cars, trucks, properties, equipment, and plants, requiring the lessees to contribute 20% to 30% equity. Repayment occurs through monthly installments over a 24 to 36 month period, offering flexibility for liquidation at any time. With attractive rates, our leasing solutions provide a competitive avenue for acquiring assets while accommodating diverse financial needs.
Credit
This facility is meticulously crafted to cater to the short-term needs of our clients, ensuring readily available liquidity. Repayment options are flexible, with terms ranging from 12 to 24 months. Additionally, there's flexibility in liquidation, allowing the facility to be liquidated at any time to meet changing circumstances or needs.
Collective Investment Scheme (CIS)
This fund enables individuals to pool investments, broadening their investment scope beyond what's feasible as single investors. It offers flexibility and lower investment costs. Risks and accrued interest are shared among subscribers based on their ownership percentages. Additionally, subscribers receive quarterly reports detailing the account's performance.
Other Funds Available
In addition to our core saving solutions, we offer a range of other tailored investment options designed to meet the diverse needs and preferences of our clients. These customized investment avenues are meticulously crafted to align with individual financial goals, risk tolerance, and investment horizons. Whether clients seek long-term wealth accumulation, income generation, or portfolio diversification, our suite of investment products caters to various objectives. Our experienced team of financial advisors works closely with each client to understand their unique circumstances and objectives, developing personalized investment strategies aimed at maximizing returns while mitigating risks. With a commitment to transparency, integrity, and excellence, we empower clients to make informed investment decisions that propel them towards financial success and prosperity.