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:. OUR APPROACH

wealth_planning.jpgOur Approach

When you choose to invest through Amana Private Wealth, we will take you through our disciplined and thorough approach to wealth management. Through comprehensive information gathering, analysis, decision-making and evaluation, we will develop a truly comprehensive and personalized investment strategy for you.

 

Our approach involves:


1. Identifying  your  financial  goals and  objectives
Your Amana Investment Advisor will gain a clear understanding of your financial goals through in-depth discussions with you and  if you wish,  your family members and other professionals, such as your accountant or lawyer. Your Investment Advisor will set out your unique personal profile to guide the creation of your customized strategy and to be the benchmark for your success.

2. Determining  your  optimal  asset  allocation

Your Investment Advisor will conduct a thorough asset allocation review based on your goals and objectives. This will indicate a suitable investment strategy,  diversification plan, investment portfolio and asset mix to help you meet your specific financial goals.

3. Recommending  investments  appropriate  for  you

Investment recommendations will be clear and backed by prudent research and analysis. The reasons behind investment options and recommendations presented, and their relevance to your financial objectives, will be fully explained.

4. Monitoring  your  portfolio  and   keeping  you  informed
Your Amana Investment Advisor will Monitor the investment solutions developed for you so that they can be kept current with your changing needs ; and Provide regular reviews, along with comprehensive reporting to help you know where you stand and the reasons for any adjustments that are recommend. 

 

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+254 721 700 076
+254 20 235 1741
E-Mail: info@amanacapital.co.ke

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