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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

Individuals

Families

SMEs and Large Corporations

Non-Profit Organisations and NGOs

We offer advisory based on our understanding of our r clients’ needs,

Services offering include:

Retirement Planning

Estate Planning

Savings Strategies

Education Funding

Employee Insurance Benefits

Insurance Protection

Tax and investment planning

Lifestyle and unique investments

Philanthropic investments

Family offices

Succession planning

Tax compliance

Assurance

Designing asset allocations intended to achieve targeted rates of return,

Implementing and monitoring low-cost investment portfolios, and

Regularly communicating portfolio strategies and rationale.

Investment Strategy

Asset Allocation

Portfolio Evaluation and monitoring

Investment manager research, selection and analysis

Portfolio Management

  • Cash Management
  • Capital Raising
  • Offshore Transaction

Financial Planning:

  • Tax Planning
  • Estate Planning
  • Education Planning
  • Life Insurance and Annuities
  • Philanthropy

 

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