Investment Advisory
Guidance on putting capital to work, weighed against your goals and your appetite for risk.
What this service covers
Goals first
Advice built from what you want the money to do, not from a product list.
Your risk appetite
Options weighed against the risk you can actually carry.
Options compared
Alternatives set side by side before capital is committed.
Business and personal
Both sides of your capital considered together.
What is included in Investment Advisory
Scope is agreed in writing before work starts, so you know exactly what lands and when.
Included in this service
- Review of your goals, horizon, and appetite for risk
- Options assessed and compared in plain terms
- Guidance on where and how to invest surplus capital
- The implications of each option set out before you commit
- Periodic review as your business and the market move
Situations we are usually called in for
If any of these sound like your business, this is the service to start with. If none of them do, tell us what is happening and we will point you to the right one.
Talk to an adviser- The business is generating surplus cash with no plan for it
- You are weighing reinvestment against outside opportunities
- Proceeds from a sale or a raise need a destination
- You have been offered an opportunity and want an independent read
- Personal and business capital have become tangled
Other services we provide
Finance & Financial Advisory
Your outsourced CFO. We shape your funding strategy and the plan to execute it, so every Naira works harder.
View detailsBusiness Advisory & Risk Management
Clear guidance on valuations, acquisitions, and the financial, regulatory, and credit risks you carry daily.
View detailsTax Advisory & Planning
Reduce your tax burden lawfully, covering CIT, PAYE, VAT and more, with support through audits and investigations.
View details
Talk to us about Investment Advisory.
Reach an adviser in Ibadan on +234 808 589 7636, in Lagos on +234 808 589 1965, or by email at info@indexmanagers.com.ng.