Total Portfolio
KES 6,800,000
Total value
Active Products
4
Of 4 total
Source
Direct
Direct client
Advisor
Mumbi Mbiyu
Relationship manager
Portfolio Holdings
| Product | Type | Status | Value (KES) |
|---|---|---|---|
Balanced Fund | Investments | Active | 3,500,000 |
Retirement Annuity Matures: Sept 2040 | Insurance | Active | 2,000,000 |
Estate Planning | Consulting | Active | 300,000 |
Life Cover | Insurance | Active | 1,000,000 |
Contact Information
lucy.n@outlook.com
Phone
+254 710 555 777
Address
Kileleshwa, Nairobi
ID Number
30456123
Portfolio Allocation
Investments
51%KES 3,500,000
Insurance
44%KES 3,000,000
Consulting
4%KES 300,000