Akani
Wealth Management
Akani Wealth Management is a subsidiary of Akani Retirement Funds Administrators. A licensed financial services provider since 2001.
AWM is a multidisciplinary financial advisory service hub, that hosts a range of financial intermediary and advisory solutions. Our diverse platform provides client with interactive, easy to follow financial instruments that provide ease of access and reliable performance.
Our Core Values
As mentioned above, we always put the client’s interests above all else. We pride ourselves on a quick response to administration queries and other requests. Others say the “Customer is always right”; we say, “Our client is always first”. We believe treating our clients fairly is an easy way to market our business through word of mouth, and we therefore strive to keep all our clients satisfied.
Our people are our most valuable asset and their wellbeing will help us achieve maximum productivity and enhance our clients’ service experience. We aim to provide a solid platform for our employees to create an environment where their efforts directly affect the way our clients perceive us. Our team members are experienced with all our service provisions, and naturally extend their behavior to reflect the core values of the business.
We will serve as your portfolio manager:
We will construct a portfolio for you based on the investment strategy you have chosen and manage it on a discretionary basis. We will monitor your portfolio on an on-going basis and adjust it as needed.
Providing solutions to offer you peace of mind:
In the event you retire, you are disabled or you sadly pass away, you know that your financial needs and those of your beneficiaries are catered for.
We monitor progress toward your goals:
Every quarter we will prepare performance reports to help you assess the value of our services and your progress toward your financial goals.
We are here to support you: You have access to our senior management and our investment and wealth team. We are available to answer any question or process administrative requests relating to your portfolio.
What Makes Us Different?
Proactive Involvement
We are passionate about your dreams as you are; therefore, we take time to get to know you. We believe that by building these long-term relationships, we can proactively recommend financial products that you were not aware are a necessity in your life.
Transparency and Client Partnerships
We take pride in the fact that the majority of our new clients are referrals from our existing clients who are motivated by our high level of service to tell their friends and business associates about our practice. Unlike large firms, we measure our success on the quality of our client relationships, not the quantity. We operate in an environment that is easy for our clients to understand our business.
Objective and Easy to Understand Client Reports
Our purpose is to simplify the complicated subject of finance. Therefore, we ensure that our reporting is easy to understand and this will assist you in questioning us about your investments.
Client Feedback and Reporting
Our engagement process is designed so that you are in control at every step. Our team will conduct a series of meetings; too keep you up to date with your investments.
Global Clients