We are transparent in our dealings and we manage clients assets in their best interest
We strictly adhere to guidelines from all monitoring bodies of all our transactions
Clients investments are in a segregated portfolio with registered Custodians
Extensive choice of Investments
Online, real time access to your investments
We have products and services that cater for the needs of all classes of investors
We develop and manage Single and Multi-Asset investment funds to suite various needs of our clients. They include; Mutual Funds, Exchange Traded Funds and Alternative Investments.
We offer tailored services and products to individuals and families to suite their specific needs so that they can achieve their financial and social goals and objectives.
Financial Planing that makes it simple and easy for clients to access wealth management services. It gives access to a wide range of financial services through digital means.
We make recommendations and provide guidance to our client regarding their investment portfolios and investments products in line with their risk tolerance and financial goals.
PFI Financial provides clients with access to secure-line of credit for their businesses. Therefore improving cash flows, stock and increasing sustainability and profitability.