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Rate Card

Build Sustainable Wealth and Passive Income through the Kenyan capital markets. 💰🚀

__do it with systems that have worked for my own money. Start Your Portfolio Building Journey with me!

View My Work:- Portfolio

Cole Ondus

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Packages

  • Free Package:

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1. Opening of investment accounts:

Dhow CSD - own treasury bonds

NSE - invest in Kenyan companies

MMF - emergency fund saving

REIT - real estate investing

2. Assessment of your risk profile, appetite, monthly income, wealth goals, etc.

Plus :

# Personalized Package:

  1. Portfolio Building from scratch!
  2. Mgt of your portfolio - quarterly rebalancing.
  3. Offshore investing (invest in US companies, European markets, etc

Plus Package Pricing

Based on Assets Under Management (AUM):

Below 13k: Free

13k - 130k: 5% annual mgt fee

Over 130k: 7.5% annual mgt fee

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My Accreditations

Certified Financial Analyst (FMVA)®

Certified Data Analyst

(BIDA)

BSc in Economics & Finance

> Certificate <

2nd Class Upper Honours

Kabarak University (2020 - 2024)

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Accreditations

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Accreditations

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Start Your Wealth Building Journey:

Take the first step toward financial freedom. Whatsapp 0796320200 or email coleondus@gmail.com to benefit from personalized investment coaching based on your goals and needs.

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My Work: Website Blog