Strategies
The objective of the Fund will be to generate returns through investments in debt and money market instruments. The fund shall leverage the investments to enhance returns. The fund shall create multiple series such that each series will be investing in a preselected basket of bonds..
Investment Objective
The investment objective of the Fund will be to generate returns through investments in debt and money market instruments. The fund shall borrow by pledging the securities held by the fund and thereby leverage the investments to enhance returns. The fund shall create multiple series such that each series will be investing in a preselected basket of bonds.
Investment Trusts
Unit investment trusts offer a simple, convenient and affordable way to develop a well-diversified portfolio.
What we Offer
We provide expert financial advice. With over 20 years of experience we’ll ensure you’re getting the best guidance from the smartest people in the industry. For businesses and individuals, you can rely on us to deliver.
About Us
We have over 20 years of experience providing expert financial advice for both businesses and individuals. Our Investment Committee brings decades of industry expertise in driving our investment approach, portfolio construction, and allocation advice. The committee ensures our investments are best in class, combining substantiated research with the most effective investing tools available today.
Frequently Asked Questions
What kind of financial advice do you give?
We help educate individuals on how to position their current assets and income to work as efficiently as possible toward achieving their goals. This includes identifying strategies that are designed with the goal to reduce their taxes, maximizing the returns on their investments, creating a budget, and much more.
Do you offer individually tailored investment plans?
We offer a multitude of Wealth Management Service Plans. Anywhere from small portfolios to multi-million dollar asset managment
How would I go about planning for my retirement?
The best place to start would be with a simple introduction. Let’s get to know one another and we can better identify which direction to move towards.
Helping Small Businesses just like yours
25
Employees
3
Locations
100
% Satisfaction
Why Choose Us?
Experienced
We have over 20 years experience providing expert financial advice.
Vibrant
A young, enthusiastic team of advisers are always here to help.
Professional
Our financial specialists ensure you get the optimum results.
Invest to make a difference in your life and the lives of others.
Request a Call Back
Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.
For Businesses: Do you have questions about how we can help your company? Send us an email and we’ll get in touch shortly, or phone +230-4011100 — we would be delighted to speak.