Buying and selling of shares/stocks, bonds and debenture for and on behalf of our clients.
Provide investment advice on which stock to invest in at any point in time and when to divest.
Structure the investment portfolio of the client and advise when to invest and when to divest.
Act as an intermediary between the client and other organization on matter relating to shares, stocks, bonds and debenture.
Collection of dividend or interest on behalf of the client.
Attend to matters arising on the Client’s investment on shares, stocks, bonds and debenture.
Provide quarterly report on the investment of the client based on the value, returns and other related information.
Act as stockbroker on the current privatization programme.
Analysis of stock vis-a-viz their use and value as collaterals.
Preparation of position papers/reports, in close liaison with the relevant authorities in the capital market, in agreement with the client in respect of any programme approved to be undertaken.
Identify and bring to the knowledge of the client major developments in the financing and economic environment be it on share or off-share for the timely benefits of the client.
Identify core investors and conduct required due diligence and arrange for the transfer of equity investment and other technical support.
Arrange for the right mix-funds from accommodating credit institutions both in local and foreign currency, making sure that exchange rate risk is mitigated and appropriate safeguards established at the point of consummation.
Co-ordinate the activities of all the professional parties that will be involved at various stages of the negotiation process and advise the client accordingly.
