In collaboration with experts at Js-(I&F) Consult Limited, San Advocates Kenya engages in investment planning, which includes advising individuals and corporates on key sectorial developments with potential to yield a high return on investment.
This is achieved by way of surveys and analysis of both local and international trends as well as the conduciveness of sector policies and governing laws and administration in order to predict growth and/or profitability.
In Addition to Investment Planning, we have developed efficient systems to manage the portfolio of private assets. This areas, though least practiced by investors, is key in both access to, and control of credit.
It also makes work easier in administration of estates, in case of death as well satisfaction of tax obligations.
Investments Planning & Portfolio Management
