Total Portfolio
KES 18,500,000
Total value
Active Products
4
Of 4 total
Source
Direct
Direct client
Advisor
John Kamau
Relationship manager
Portfolio Holdings
| Product | Type | Status | Value (KES) |
|---|---|---|---|
Equity Portfolio | Investments | Active | 8,000,000 |
Runda Residential Property | Real Estate | Active | 7,500,000 |
Family Health Cover | Insurance | Active | 1,200,000 |
Government Bonds (Infrastructure) Matures: Jan 2031 | Investments | Active | 1,800,000 |
Contact Information
cathy.w@gmail.com
Phone
+254 722 111 333
Address
Karen, Nairobi
ID Number
31234567
Portfolio Allocation
Investments
53%KES 9,800,000
Real Estate
41%KES 7,500,000
Insurance
6%KES 1,200,000
Notes
High-net-worth individual. Family wealth planning.