Financial planning

This Unique service makes it possible for you to plan for the future of your children, build up capital for a business venture and plan for emergencies that can affect your family’s financial life. There are uncertainties that can affect the cash flow of individuals in a family, if these uncertainties are not properly planned for, the occurrence could lead to a complete change in the lifestyle of members of the family. Let us work with you today as you take some investment decisions that provide “shock absorbers” against uncertainties that can affect your family’s financial life.

Our Educational product provides step by steps investment planning that makes it easy for investors to meet major financial obligations associated with their various educational pursuit. This allows the investor to create investments that enable them to adequately plan for both domestic and foreign education of their wards. It eliminates the complexity and hassle of sourcing for US Dollars at the point of making payment for school fees and other associated expenses as investors have the option of earning their investment proceeds in US Dollars.

Life after retirement can become very interesting and enjoyable when it is planned for. While some people could become nervous and anxious as retirement approaches you can begin to look forward to a fulfilling and enjoyable stress-free life after retirement when you consciously plan for it. At Watershed fund management limited, we will work with you not to only create a wealth portfolio that assures a stress-free life after retirement, we will also ensure that you live like a king after retirement. This investment solution enables the investor to enjoy the benefits of laddering strategy. The client enjoys yield on investment, while cash inflows are planned to meet the his/her liquidity need at intervals.

Managing the asset of the deceased could be complex and time-consuming. Our Estate Account Management solution eases up the burden associated with the administration of the estate account and unlocks the full benefits of the deceased investments for the maximum benefit of the beneficiary.