Financial Planning and Advisory

We assist our Clients achieve their financial goals, objectives, and life's priorities by evaluating their resources, risk profiles and current lifestyles. With this information we map a course of action to reach these goals through proper planning such as cash flow management, education planning, retirement planning, investment planning, risk management and estate planning.

Every client is unique and therefore every plan is tailored to address individually their status and future goals. Clients are engaged to determine their financial and investment strategies that would work best in meeting their expectations, Consequently a detailed written evaluation of these requirements and our general recommendations regarding asset allocation are discussed with them before implementation.


  • Securities Dealing (Stockbroking)
  • Issuing House 
  • Trusteeship
  • Registrars
  • Funds Management
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