Citadel Portfolio Management Services
CITADEL Portfolio Management Services is designed to encourage and enable clients grow wealth and plan for their future financial needs.
The product will appraise clients, understand their future financial demands, their risk appetite, tolerance threshold and the best suitable asset mix to adopt to achieve their financial objectives.
Product Objective: The product seeks to preserve investor’s capital and also generate income.
The portfolio will include the following assets;
– Equities
– Bonds
– Treasury Bills
– Commercial Papers
– Fixed Deposits
– Real Estate Investments
– Commodities
– Mutual Funds
Minimum Tenor: 3years
Minimum Investment: Le20,000.00
Product Target Market: Corporate Institutions and High Net-Worth Individuals
Product Benefits:
- It creates additional income
- It allows clients to achieve investment goals
- It takes off clients’ investment stress and time
- Professional management of the client’s investment portfolio
- It enhances risk management through portfolio diversification
- It enables client to benefit from criteria-based decision making
- It allows clients to maximize returns from various investment assets and thereby minimizing investment risk.