No Big Talk, No Small Talk, Just Straight Talk About Wealth

We have been talking about Wealth Management but not really what you stand to benefit from I&M Bank wealth management product. This is a personal banking product launched by the lender to guide Kenyans towards the right path of making, owning, and sustaining wealth.

Wealth management and advisory services are managed by I&M Capital. It comprises local and international investment advice and personal financing planning solutions such as Fixed income securities, Equities, and Offshore Investments offered in collaboration with Bank One.

If you are interested in the Wealth Management product by I&M Bank, please click HERE

In summary, some of the key services offered under this product are:

• Portfolio optimization/restructuring
• Money Market Fund
• Offshore Trading
• Lending against Government Bonds

What are some of the benefits of Wealth Management and Advisory Services?

Access to multiple services

A financial advisor can help one monitor the financial situation and make changes when necessary by providing multiple financial services such as customized investment solutions among others.

Assistance during life changes

Life is unpredictable and can change within no time. Major life changes can greatly impact one’s financial situation. Some of these changes may include retirement, buying a home, getting married, etc, and come with their share of challenges and stress. A financial advisor comes in handy during such changes.

Preparation for retirement

Retirement comes with a lot of financial changes, especially if you hadn’t planned for it prior. You don’t have to downscale in order to survive, you can start planning early on how to manage your wealth so that you have a smooth transition upon retirement.

Setting goals

Financial success is all about planning. If one is not planning to succeed, then he or she is planning to fail. Setting goals is an extremely delicate, yet a crucial process. A financial advisor can help one have both short-term and long-term financial plans.

If you would like to learn more on why you need Wealth Management and Financial Advisory services, CLICK HERE.

Parting Shot

Making it in life financially and be wealthy requires you to follow the right formula and the right people. It all boils down to the people you keep closer to your circle when making financial decisions. Walk with the wolves and learn how to howl. Fly with the eagles and learn to scale the heights. I&M Bank is set to walk the journey with you.