GETTING STARTED
You are welcome to Meritex Capital Limited. Here, we are dedicated to helping you achieve your financial dreams and aspirations through professional fund management. Whether you are new to investing or a seasoned investor looking to increase your portfolio, we are here to guide you every step of the way. Here is how to get started with us:
Understand Your Financial Goals
The first step in your investment journey is understanding what you want to achieve. Are you looking to grow your wealth, preserve your capital, generate passive income or fund a specific project? Your goals will help consider a strategy that suits your financial objectives and aspirations.
Schedule a Consultation
To assist us in providing you with the best advice and services, we invite you to schedule a consultation with one of our experienced financial advisors. During this session, we will discuss your financial goals, evaluate the financial growth pattern that will lead you to your financial freedom, and explore how our services can help you meet your objectives.
How It Works
Fixed Deposit
At Meritex Capital Limited, we offer opportunities to earn interest on idle funds, providing a pathway to create an additional passive income stream. Our competitive interest rates are designed to help your funds grow steadily over time. With our fixed deposit option, your capital remains secure while continuously accruing interest daily, ensuring your funds stay intact and grow consistently.
How It Works
Portfolio Management
At Meritex Capital Limited, we offer clients opportunities to diversify their investment portfolios by investing their funds in shares, treasury bills, and term deposits. Our customized portfolio management solutions are designed to optimize clients’ returns and minimize their risks.
How It Works
Investment Advisory
We provide professional guidance and assistance to individuals and organizations in making informed investment decisions. Our range of investment advisory services includes:
- Portfolio Management for specific needs: This involves investment advisory services targeted to help grow your investment portfolio to meet your objectives or specific investment needs.
- Retirement Planning: Our advisory services help you create a personalized retirement plan to ensure your future financial security.
- Generational wealth creation and sustenance: We offer advisory services that assist our clients develop strategies to preserve and transfer wealth to future generations.
Business Growth and Tax Planning: We offer businesses the opportunity to save by minimizing their tax liability through tax management strategies to achieve business growth and surplus funds for further investments.
How It Works
Institutional Investments
We offer opportunities for institutions to grow their funds by adopting our institutional term deposit scheme.
How It Works
Treasury bills
We offer clients the opportunity to invest in Treasury bills. Treasury bills are one of the safest forms of investment. It offers you the opportunity to lend money to the government and get paid back with interest. We have different treasury bills with different maturity dates and interest rates which you can choose from.
How It Works
Equities
Buy your favorite company shares and create wealth through the appreciation of shares while earning also from declared dividends.
How It Works
Bonds
At Meritex Capital Limited, our approach to bond investments is tailored to your specific needs. We assess your financial goals, risk appetite, and time horizon to create a bond portfolio that aligns with your investment strategy.
How It Works
Genz Fundz
At Meritex Capital Limited, we offer opportunities to earn interest on idle funds, providing a pathway to create an additional passive income stream. Our competitive interest rates are designed to help your funds grow steadily over time. With our fixed deposit option, your capital remains secure while continuously accruing interest daily, ensuring your funds stay intact and grow consistently.