Stock Broking

• Buying and selling of shares
• Share valuation
• Portfolio planning
• Quoted equity: Nairobi stock exchange , Dar-es-salaam stock exchange ,Uganda stock exchange
• Unquoted Equity

Benefits Of Investing In The Stock Market

• It provides relatively high returns as compared to other forms of investments
• It is an easy way to own a piece of a listed company and hence benefit from the potential growth.
• Shares are a more liquid way of storing wealth
• Capital gains on stocks are not taxable
• Shares can be used as collateral (security) for loans and advances with a turnaround time of 24hours.

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Fixed Income

• Bonds
• Treasury bills
• Commercial papers
• Corporate bonds

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Portfolio Management
Clients are afforded specialized management of their portfolios and are also in a position to request portfolio risk evaluation and advice on how to diversify their assets inorder to get the most efficient portfolio in terms of minimum risk maximum return balance. This is dependent on their individual investment horizons, risk tolerance and asset mix. We strive to ensure that we have an up to date record of our client holdings indicating the cost price and the profit and loss position in the account at a given date.

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Investment Advisory
This entails working closely with you to define your investment objectives and identify your risk profile and thereafter employ our professional expertise in advising you on how best to achieve your investment goals. We have qualified and dynamic financial consultants to take you through this process. Our ability to access the company results to the listed companies gives us an edge in giving clients an up to date report on the performance of any company.