We’re a group of professional money planners.
We’re a group of professional money planners.
We’re a group of professional money planners.
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.
These services include:
Portfolio Management
Estate Planning
Retirement Planning
Children Education Planning
Investment Advisory
Insurance Solutions
Cash Management & Lending
We offer tailored services and products to Corporations, Endowments, Pension Funds, Investment Funds, Trusts, Charitable Foundations and other institutional investors to maximize their assets and achieve their set goals
PFI Institutional Wealth Service helps organizations plan and invest for their financial goals. We determine our client’s goals, analyse their profile and investment objectives, determine their attitude towards risk, and then develop a suitable investment management plan. Some of our services include:
Investment Advisory
Portfolio Management
Employee Retirement/Severance Plan Services
We offer our clients access to various investment products in local and international markets helping them build a diversified Portfolio of securities across various asset classes
We assist our clients make investments in a full range of investment choices such as:
Equities (Quoted and Unquoted),
Fixed Income Securities (Treasury Bills, Commercial Paper, Eurobonds, Corporate Bonds, Sovereign Bonds, Sub-Sovereign Bonds)
Mutual Funds and Exchange Traded Funds,
Alternative Investments (Real Estate, Commodities), and
Principal Strategic Investments.
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 have divided our Investments Funds into two categories;
Beta Investments Funds are the index funds (Mutual Funds and ETF’s). Here we adopt a passive investment strategy by developing funds that track indexes in which the returns are correlated with market returns.
Alpha Investments Funds are funds whose objective is to generate higher returns than market returns market. Here we adopt an active investment strategy.
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.
Financial Planning
We offer our clients a comprehensive financial plan tailored to their unique needs. We also recommend and provide the necessary solutions required for each financial situation.
Our areas of focus include:
Estate Planning: Wills and Living Trust
Tax Planning
Children Education Plan
Cash Flow Planning
Retirement Planning
Life Insurance
Our Portfolio Management Service is a tailored service designed to suite the specific needs, investment objective and risk profile of clients
These are short term Products designed to suite the diverse needs of our Wealth Management Clients
We offer our clients international life insurance provided by international financial institutions
On the back of our open architecture platform, we offer our clients offshore investment solutions provided by international financial institutions.
We offer our clients offshore Living Trust services provided by international financial institutions
We assist our clients make investments in a full range of investment choices in both local and international markets.
These are Savings Products designed to suite the diverse needs of our clients.
These are tailored solutions designed for investing in difficult to access markets, with custom-made protection
“E-Saver” is a digital financial service that makes it simple and easy for consumers to access wealth management services.
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