Microfinance • Insurance • Pensions • Investments
 
Investment Solutions

The primary goal of the Unit is to add value to the Investment portfolio of our esteemed clients (Institutional and Private Individuals) through appropriate mix of investment portfolio in the money and capital market including fix-income securities.
We are specially equipped to render service to our client in two
ways as follows:

Portfolio Management:

This involves working with client to manage part or all of their portfolio. The portfolio mix agreed and reviewed with client on quarterly basis.
Quarterly portfolio report and valuation submitted to client.

Investment Advisory:

This involves quarterly or monthly review through regular meetings and updates with client’s investment committee or representatives.
Base on client’s liability and risk profile, we set attainable investment goals, design appropriate portfolio mix, recommend specific securities and set entry and exit strategies.


Features and benefits of our services includes:
Features:
-Monitoring of Investment
-Tracking of bonuses and dividends
-Regular Valuation
-Preparation of monthly and quarterly returns
Benefits:
-Safety of capital
-Above average returns and growth
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