Mon - Fri : 08:00am - 5:00pm
info@pfi-ltd.com
+234 701 313 9693
PFI Limited is a financial service company that is client-focused and result driven in helping individuals and institutions reach their financial goals.
We adopt an Informed and disciplined approach, in offering customized financial services to individuals and institutions.
Our financial solutions are technologically driven, in our wide array of services rendered to our deserving clients
01

We’re a group of professional money planners.

We’re a group of professional money planners.

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02

More than 200,000 businesses trust in us.

More than 200,000 businesses trust in us.

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03

We have more than 600 branches in big cities.

We have more than 600 branches in big cities.

Donec ullamcorper nulla non metus auctor fringilla. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Aenean eu leo quam. Pellentesque ornare sem lacinia quam. Nulla vitae elit libero, a pharetra.

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Our Services

PFI offers the following:

Private Wealth Management

Institutional Wealth Management

Investment Access

Fund Management

Investment Advisory and Financial Planning

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 Products

Manage Portfolio

Our Portfolio Management Service is a tailored service designed to suite the specific needs, investment objective and risk profile of clients

Liquidity management solutions

These are short term Products designed to suite the diverse needs of our Wealth Management Clients

Life Insurance

We offer our clients international life insurance provided by international financial institutions

Offshore Solutions Providers

On the back of our open architecture platform, we offer our clients offshore investment solutions provided by international financial institutions.

Living Trust

We offer our clients offshore Living Trust services provided by international financial institutions

Investment Choices

We assist our clients make investments in a full range of investment choices in both local and international markets.

 

Savings Plans

These are Savings Products designed to suite the diverse needs of our clients.

Structured Products

These are tailored solutions designed for investing in difficult to access markets, with custom-made protection

E-Saver

“E-Saver” is a digital financial service that makes it simple and easy for consumers to access wealth management services.

23000
Happy Clients
934
Branches Around
The World
6000
Cups Of Coffee
1.4
Billion Dollars
Managed

What Clients Say