Individual Wealth
Management
Tailored Wealth Management
for High-Net-Worth Individuals
Building wealth usually requires significant effort and dedication. CIDAN Investments can help you grow your existing assets. As a client, you can choose between a personalized investment portfolio tailored to your specific needs or a recommended managed portfolio. You’ll also have access to both a dedicated fund manager. CIDAN Investments delivers superior investment and customer service experience to cater for your needs.
High Wealth clients receive personalized asset allocation, daily portfolio valuation, quarterly reports, and regular meetings.
Our Services
CIDAN Customized Wealth Management provides tailored investment solutions through our High Net Wealth Management services, as well as a selection of managed portfolios to suit your financial goals through sound financial and economic research.
Our Value Proposition
Customized to Your Needs
We will have a detailed discussion with you about your investment goals and preferences to tailor an investment portfolio that aligns perfectly with your individual requirements. Our team will actively oversee and manage your investments, keeping you informed through effiecient, accurate and timely updates to ensure you stay well-informed.
Dedicated Fund Manager
You will be assigned a dedicated Fund Manager who will collaborate with you to achieve your investment goals and address any questions you may have about your portfolio.
Security
The security of your investments is our topmost priority, backed by our Fund Manager’s commitment to fulfilling the fiduciary responsibilities mandated by the Securities Industry Act, 2016, Act 929.
Confidentiality
To safeguard your privacy and ensure the utmost security of your investment information, we are committed to maintaining the highest levels of confidentiality in managing your portfolio. Your trust is our priority, and we take every measure to protect your personal and financial details with the greatest care.