NICO Introduces Private Wealth Management Campaign
NICO Asset Managers Limited has embarked on a campaign called Private Wealth Management that aims at enabling individuals and families meet the life goals and dreams that matter to them.
The Limited’s Chief Investment Officer, Daniel Dunga, says besides wealth creation, the campaign will help the people to manage their money to achieve a particular goal in future.
“Ideally when we talk about asset management of private wealth, the big words scare people. This whole process is to demystify to say it is for everybody. Everyone wants to create a future. You might be a college student, you might be new employee; everybody has a future that they have to create.
“We should not be targeting people with money already because then we have not helped that person to make the money. It is like reaping where we did not sow. We want to walk with you from the day that you want to start. You don’t need to have money to get started. You just have to have your goal where you want to get to. The rest you will work with us,” he said.
NICO intends to achieve customers’ investments’ goal using a 5-Step Goal Based process.
The steps are 1. Define your attitude towards investing. Assessing your financial situation. 2. Define and prioritize your goals. What are you in it for? 3. Develop a tailored investment solution. Start your journey towards your dreams. 4. Make the necessary sacrifices. Focus and 5. Watch your money work for you. Achieve your goals.