Our Services

As a full-service Broker and Investment Advisor licensed by the CMSA, we provide our clients with a wide range of services from the traditional broker-dealer services such as trade execution, research and analysis, investment advisory, sponsoring companies for listings on the Dar es Salaam Stock Exchange and retirement planning services to more specific consultancy services such as preparation of funding proposals, fund arrangement, financial product structuring, investment policy, business plans, risk management, and financial sector related training. Our goal is to deepen capital markets for the benefit of the Tanzanian Economy by forming meaningful and ethical partnerships.

BROKERAGE & DEALING

Being a regulated representative, we represent Clients/Investors for execution of their transactions on the Dar es Salaam Stock Exchange (DSE). A typical execution transaction may be summarised by the diagram below.

As an Execution Broker, we strive to understand your needs, enabling us to make appropriate suggestions for your investments. As your stockbroker, you can expect the following from us:
• Keep up to date with the latest financial and tax legislation;
• Monitor stock market performances;
• Stay informed regarding the latest financial news and reports to understand the movements in the market and the drivers of change;
• Carry out specific market research and analysis;
• Write reports and newsletters summarising the market research we've done
• Provide advice on investments and make recommendations;
• Regularly update you on the state of your portfolio and investment opportunities
• Organize conferences and networking events where we’ll give you presentations;
• Honesty and sharing of all information, including risks relevant to your investment.

TRANSACTION ADVISORY

A successful transaction requires effective design and structuring, swift execution and post-deal management. So, we bring the right blend of transaction experience, deep sector insight and local relationships to drive your strategic objectives and create value in your deal.

INVESTMENT ADVISORY

We provide tailor made advice to clients about investing in securities such as stocks, bonds and collective investment schemes. We strive to work passionately with clients to understand their investment goals, consistently monitoring investment markets and client portfolios, constant assessment and management of associated risks, and making adjustments to investment strategies.