Total Portfolio
KES 2,500,000
Total value
Active Products
2
Of 3 total
Source
Lead Conversion
From Lead #ld-006
Advisor
Mumbi Mbiyu
Relationship manager
Portfolio Holdings
| Product | Type | Status | Value (KES) |
|---|---|---|---|
Business Strategy Retainer | Consulting | Active | 800,000 |
Money Market Fund | Investments | Active | 1,200,000 |
Business Insurance Cover | Insurance | Pending | 500,000 |
Contact Information
david.njeru@gmail.com
Phone
+254 711 555 666
Address
Westlands, Nairobi
ID Number
28456789
Portfolio Allocation
Consulting
32%KES 800,000
Investments
48%KES 1,200,000
Insurance
20%KES 500,000
Notes
SME owner. Advisory retainer client.