This includes access to a comprehensive range of investment products as well as tailored financial advisory services.
These services are supported by KenWRAP, a new investment IT platform enabling funds, direct equity holdings and other components to be held in the same administrative account. The open architecture platform delivers the necessary financial advisory and portfolio management tools to financial advisors to efficiently manage our client’s financial needs.
Strategic wealth and financial planning services enable clients to:
We offer wealth solutions through the following:
For more information or to enquire about a bespoked plan, please call +603-2089 4677 or email firstname.lastname@example.org