Private Wealth Management

Our Private Wealth Management service offering is a strategically tailored solution for you and your family to meet the life goals and dreams that matter to you. We believe that your dreams are possible, Our project managers are well trained on project resource management and ensures that projects are within budget and risks are highlighted early on.

“Our state-of-the-art project management system enables us to keep all stakeholders abreast with information relating to the project of the project. Milestone notifications and reports are sent on regular basis as per needs of the customer”

We offer full project management or project advisory services depending on the requirement by the client. Our methodology is a fusion of Prince 2 and Agile, but also able to adopt the clients in-house methodology. Our team consists of 5 Prince 2 foundation certified personnel and an Agile Scrum Leadership (Executive).

Group Fund Management

Looking to start investing with your friends or colleagues? We can set up and manage a group fund for you and your like-minded friends. All you will do is make contributions as a group, and let us do the administration, investing and reporting on how well your investment fund is doing. Contact a Financial Coach today to arrange a meeting.

Trust Fund Management

Our Private Wealth Management service Let us assist you with Trust Fund set up and management in conjunction with the respective Trustees.
We will invest according to the Investment mandate agreed with the Trust fund.
We also have legal officers who can assist with the drafting of the required documentation to set up the trust . Contact us today to discuss more details of how we can assist you with setting this up.

Short Term Money Market

We can manage your short term funds, by investing them in interest earning instruments. We ensure you get the best service,by giving you the flexibility of choosing your tenor and offering you competitive rates. Contact us today for a quote on short term investments