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Investment Consulting & Wealth Management

 

 

Individuals and organizations are always balancing between risk and return when making budgeting decisions. This risk may include the risk of loss in an investment, opportunity cost and even time consumed.
 
Kiota Wealth management applies strategies that help our clients by developing a plan that will maintain and increase the client’s wealth based on their financial situation, goals and comfort level with risk. After the original plan is developed, we implement it in consultation with the client and the manager meets regularly with them to update goals, review and rebalance the portfolio, and investigate whether additional services are needed, with the ultimate goal being to maximize the lifetime value of each coin.
 
Typically, wealth management involves three key tenets
 

  • Increasing the amount of savings available to invest
  • Investing prudently to maximize value
  • Financial & Estate Planning to stretch out the funds to their longest possible use and managing it for future generations

 
Our clients are invested in:
 
Equities

  • Stocks in the Nairobi Securities Exchange (NSE)
  • Global Depositary Receipts (GDRs)
  • Stocks in other East African Exchanges
  • Unit Trusts
  • Mutual Funds

 
Treasuries

  • Treasury Bills
  • Treasury Bonds
  • Short Term and Medium Term Notes

 
Money Market

  • Securities & Bank Deposits
  • Certificates of Deposits
  • Fixed Deposits and Savings Accounts
  • Forex

 
Debt Securities

  • Corporate Bonds

 
Alternative Investments & Real estate

  • Agricultural Ventures
  • Real Estate Development

 
Other (Emerging Investments)

  • Blockchain powered ventures

 
We engage tax and legal experts to ensure legal/regulatory matters are well adhered to, and any contractual obligations are properly laid out.
As part of our service offering, we provide insights into how the markets work and how one can execute different strategies while investing in the markets to both manage risks and bring out better outcomes e.g. the use of options, market timing, whether to buy and hold or day trade among others.

Retirement Planning and Pensions Consulting

 
Individuals and organizations alike are worried about how life will be for them or their employees when they grow older and are not able to generate employment or business income like they used to when they were younger. This, coupled with the ever increasing cost of living, inflation and fragile health situation of senior citizens is reason enough to start planning early for retirement.
 
At Kiota, we provide creative solutions that will allow you to set a retirement goal and work with you to achieve the same. We provide also consulting services to organizations who want to set up a retirement plan for their employees or group.
 
Among the services we offer include:
 

  • Goal Setting
  • Financial planning
  • Consulting on retirement plan set up
  • Selection/review of Administrator and other service providers
  • Consulting on Annuities
  • Consulting on Post- Retirement Medical Covers

Financial Consulting and Training

 

Kiota prides itself in imparting knowledge to our clients so that they can make better decisions regarding their financial well being.

 

Our financial Consulting is wide, ranging for both individuals and organizations. It involves;
 

  • Financial Modelling using technical tools –MS Excel, VBA
  • Financial Literacy training and advise for individuals and small businesses that includes book keeping, accounting, tax and money management
  • Market and Investment research for organizations looking to invest in African Financial Markets and Securities
  • Training and consulting for Chamas, family groups and other registered associations
  • Financial Wellness consulting
  • Expert Talks/Interviews, Hot Topics, Road Shows
  • Bespoke financial consulting and training for clients as may be required from time to time
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