Total Portfolio
KES 4,200,000
Total value
Active Products
2
Of 3 total
Source
Referral
Direct client
Advisor
Sarah Njoroge
Relationship manager
Portfolio Holdings
| Product | Type | Status | Value (KES) |
|---|---|---|---|
Treasury Bills Matures: Jul 2026 | Investments | Active | 2,000,000 |
Education Savings Plan Matures: Jan 2034 | Insurance | Active | 1,000,000 |
Nanyuki Land (5 Acres) | Real Estate | Pending | 1,200,000 |
Contact Information
james.kip@gmail.com
Phone
+254 733 222 444
Address
Eldoret
ID Number
25789012
Portfolio Allocation
Investments
48%KES 2,000,000
Insurance
24%KES 1,000,000
Real Estate
29%KES 1,200,000