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Investment Advisory

  • Looking at all aspects of the clients’ financial life, putting together a comprehensive investment plan

  • Offer expertise in dividend-paying stocks or bonds

  • Manage clients’ money by selecting financial assets like stocks, bonds and mutual funds.

  • Explain the investment ideas of the experts to the clients and propose adequate investment solutions.

  • Making investment recommendations or conduct security analysis.

  • On behalf of any investor handle all legal, regulatory and statutory requirements for any investment in Uganda.