Asset and Risk Management
Asset and Risk Management
Portfolio Management – Investment Advisory
|
Risk Management
|
Working Capital and Cashflow Management
|
Business Valuation
|
Asset and Risk Management
Portfolio Management – Investment Advisory
- Reviewing & develop personal and business investment plans
- Strategically aligning tax, planning, and investment needs
- Insurance advisory – personal and other insurance
- Tax management – Personal Tax return filing
Risk Management
- Analysis of financial and operational risks
- Periodical review of identified risks with stakeholders
- Preparation of mitigation plan with timelines
Working Capital and Cashflow Management
- Working capital investment analysis
- Guiding optimum level of inventory, debtors and creditors
- Periodical Cashflow management
Business Valuation
- Valuation based on EBITDA multiples and DCF
- Preparation of project plan for Bank and financial institutions
- Liaison for business sale & purchase agreements