Our Services Entail:
- Purchase and sale of shares and bonds.
- Advise on investments.
- Structuring and managing portfolios.
- Research Analysis on quoted Securities.
We accomplish the above by keeping up with the
intricacies of the Stock Market. Our investment advise is based
on the client's objectives, which may be long-term or short-term
investment. We endeavor to establish the ideal mix for a particular
client and recommend accordingly.
We offer high quality personalized services to
our entire client's. We carry out analyses from reports and financial
statements issued by companies quoted at the Stock market. In addition,
we extract relevant information from print and electronic media
to project into future trends of the Stock Market. This information
is then circulated to our clients.
a) Pooling of resources-for smaller investors with less than 300 USD
b)Creating and managing portfolios-through investors own CDS accounts-starting point here could be as low as 150 USD but our recommendation is over 300 USD.
a) Pooling of Resources
This enables those with little funds that are insufficient to participate
effectively in the stock market to benefit from group synergy. This
is through pooling of funds from various investors and building
a large fund that invested in various counters. The benefit here
is a diversified investment portfolio. Our management in this category
yields returns of between 15%-30% per annum based on the current
b) Portfolio Creation and management
Most of clients are busy with other daily affairs
and we take the hassles of buying and selling of shares on their
behalf. This is done through their already existing CDS accounts.
We also facilitate the opening of new CDS accounts for those who
do not have from your office, home or our offices.
We trade for or carry out customer's orders in
buying and selling of shares. Important attributes of this function
involve prompt action and satisfactory services in order taking,
document delivery and settlement. Through research, our experts
trade for or advise the clients on when to buy, sell or hold on
the shares. We may take our client's opinion into consideration
and carry out transactions with their approval where they choose
to be involved.
We factor in and can provide market reports, compiled from the trades on the floor and the performance of shares in the equity market. In addition, comparative prices of shares, and volume of trades and timing of announcements in a given period are factored in and may be provided to our clients on request to enhance sound decisions where they may choose to be involved.
We also undertake all relevant errands associated with the transactions. All that the client has is to sit back and receive updates at their desk.
Account Management Fee
A fixed monthly charge will be applied as follows:-
- For accounts with between 1400 USD and 2850
USD, a 1% charge per month will be applied. For accounts with
more than 2850 USD, a fixed 30 USD will be charged.
- For accounts of between 700 USD and 1300 USD,
a fixed monthly fee of 7.5 USD will be charged.
- The fee will be computed on regular basis and
Waumini Investments Holdings Limited paid
on monthly or quarterly basis or at the point when the client
is selling out of the market.
Goal: Our goal is to
increase the client's investment money by 30% or more per year.
For Basic Principles of Stock Market Operations and the 12 timeless rules of investing go to Millionaires Educational Annex.