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Investment Club Management Services

There is no doubt that investment clubs provide a good environment to summon discipline and mobilize savings for greater investment leverage. SmartManager is suite of management services to investment clubs, groups or companies. It includes club registration; maintenance of portfolio records; circulation of periodic performance reports and individual member statements; provision of investment portfolio advice; coordinating performance of statutory obligations - audit, annual returns, tax returns. This leaves club members with freedom to utilize their scarce time resource giving the club strategic direction.

Fees:
-Club administration: Ksh. 6,000 annually per member;

-15% commission on portfolio's annual profits

 

 

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