OUR PRODUCTS
DFC Altitude Note
This product is coming in as an efficient and suitable option to individuals, high net-worth individuals and corporate investors seeking to get competitive returns on investment through the combination of safe and variable instruments. We will invest in fundamentally sound stocks backed by deep technical analysis, highly rated risk free instruments like commercial papers, promissory notes, bankers acceptance and other liquid assets in the market.
Investment Objective: Capital Preservation/Appreciation
Structure of the Note
- Minimum Entry requirement: One Million Naira Only (N1,000,000.00)
- Asset Allocation : Minimum of 40%, maximum of 60% between Equities/Fixed Income/Money Market instruments
- Portfolio Manager will undertake full discretion on asset allocation
- Flexible entry and exit
- Redemption: We advise 48hours pre-liquidation notice. Funds can be accessed any time after initial investment; however, applicable penal charge apply
- Free Financial Advice.
DFC Foreign-Currency Note
This product provides a platform for individuals, high net-worth individuals and institutional clients to earn foreign currency denominated returns by having access to investment opportunities in corporate and sovereign Eurobonds issued by Nigerian entities and also short-term dollar-denominated money market instruments.
Investment Objective: Capital Preservation / Appreciation
Structure of the Note
- Minimum Entry requirement: Five Thousand Dollars Only ($5,000)
- Minimum Holding Period: 182 days.
- Flexible entry and exit
- Redemption: We advise 48hours pre-liquidation notice. Funds can be accessed any time after initial investment; however, applicable penal charge apply
- Portfolio Manager will undertake full discretion on asset allocation
- Free Financial Advice.
Goal Based Wealth Management (GBWM)
By this service, clients are better able to benefit not only from personalized financial advice, but also able to explicitly understand different investment opportunities and the probability of their outcomes. Financial objectives are clearly defined with appropriate risk profiling to determine the best asset mix for a portfolio.
This process delivers an experience for investors who are more intuitive, transparent and understandable, both at the initial stage of on-boarding and at a later stage of building a portfolio. Investment performance will always be reviewed as market conditions evolve or due to a change in individual circumstances.
Equities Trading
On a discretionary or non-discretionary basis, we help clients facilitate investment in stocks listed on the floor of the Nigerian Exchange in order to achieve the financial objective of capital appreciation. Our dedicated research team provides top notch fundamental and technical analysis deserving of a strategy uniquely matched to your needs
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