Services
Our Services
We offer empowerment to our clients through means of Investment, Management, Consulting, and Training.
01.
Financial and Investment Consulting Services
Business Plan and Strategy Advisory /
Collective Investment Scheme Advisory
We help organizations to advise how best to go about floating a mutual fund or a collective investment scheme, we also help to draw a proper business plan and growth strategy for the organization.
02.
Portfolio Management Consulting Services
Institutional Investment Management Advisory Services.
We give organizations the best advice on how to structure and manage their portfolio of assets and liabilities for better profitability and growth of their asset under management.
Personalized Investment Management Advisory Services.
We offer customized portfolio management services to individuals by giving them appropriate advice on the best portfolio mix to deliver maximum return according to their risk appetite, we also help in developing a personal financial plan by looking at your cash flows and your investment objectives, risk appetite, and personal needs.
we give our clients a personalized quarterly report of their portfolio and advise on opportunities available in the market for profit maximization.
03.
Agency Services
Project Management, Marketing, and Recruitment.
We help to act as an agent to facilitate sales and marketing of verified clients’ financial service products, facilitate recruitment for portfolio management and relationship management roles and also assist in supporting project delivery such as product development and business framework for clients in the financial service space.
04.
Training Facilitation Services
We can facilitate standard and bespoke training services; we are also available as resources persons to facilitate different types of training related to the below subject areas;
Emotional Intelligence and Non-Verbal Communication
Leadership, Mentoring, and Strategic management
Conflict resolution
Negotiations and Mediation
Portfolio, Investment Management, Liquidity Management, and Asset and Liability Management
Relationship Management
Collective Investment Scheme Management
Developing a Business Disruptive Strategy
Financial literacy programs
We also work in partnership with Addvip Consulting.
We Provide the Best Service You Need
You can easily and quickly get in touch with us by clicking the link below or using the details in our contact info to reach us.
