Investment & Wealth Management Services
Bulls Capital Limited offers astute Investment & Wealth Management services through its team seasoned wealth and investment practitioners with deep expertise. We understand the investments option available based on your risk appetite, market history, deploying proven models and methodology.
In today’s regulatory landscape, it is essential that individuals optimize strategies and structures used to manage their wealth and ensure that these are fit for purpose.
Individuals & Wealthy persons need to optimize their investments strategies and structures to meet their long-term goals.
Our target clients include
SMEs and Large Corporations
Non-Profit Organisations and NGOs
We offer advisory based on our understanding of our r clients’ needs,
Services offering include:
Employee Insurance Benefits
Tax and investment planning
Lifestyle and unique investments
Designing asset allocations intended to achieve targeted rates of return,
Implementing and monitoring low-cost investment portfolios, and
Regularly communicating portfolio strategies and rationale.
Portfolio Evaluation and monitoring
Investment manager research, selection and analysis
- Cash Management
- Capital Raising
- Offshore Transaction
- Tax Planning
- Estate Planning
- Education Planning
- Life Insurance and Annuities
Off shore transactions
Employment and immigration
Investment & Wealth planning recommendations
Tax strategies that can help reduce taxes on your portfolio
Access to comprehensive planning sessions around things like retirement and legacy planning that can help you manage risks and identify opportunities
Comprehensive financial planning and investment management.
Charitable giving, estate planning, and legacy building to help you meet the needs of your family for generations to come advisory
The modes of investment we use include Insurance (Life & Non Life), Mutual Funds, Real Estate and Equity products amongst a host of others.
Investment options include Life & Non-Life products, Mutual Funds, Real Estates, Equity, Treasury Bills, Federal Government & State Bonds & Corporate Bonds from Blue Chip Companies, Private Equity
To learn more about how we can help you, please contact us or Call/Whatsapp 08023200801