Financial Advisory

We understand that money is one of the most important aspects of your life and we are here to help you achieve your objectives. Our tailored financial planning strategies will assist you in achieving these objectives by taking the time to get to know you, your family, and any obstacles you may face. 


Our research team monitors the Nigerian economic and stock market data to discover trends and develop new opportunities for our clients across all major asset classes. We use these insights to present our clients with up-to-date market information to help them develop their wealth. 

Equity Portfolio Recommendation / Reconstruction

We assist our clients in building and rebuilding their stock portfolios, considering a variety of characteristics such as risk tolerance, age, investment horizon, and liquidity requirements, among others. 

Financial Planning

We want to make sure that our clients are receptive to the changes they need to make to achieve a smooth transition through life’s financial planning stages, such as cutting back on spending or modifying their asset allocation. The goal of the service is to provide financial advisory through a thorough assessment of a client’s current and future financial situation. 

Download Forms

CSCS Stock Transfer Form

Corporate Account Opening Form

Our Smart Traders