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N a a v a
Financial Advisory Services in Insurance, Bonds and Unit Trust Funds
About Evelyn
Unit manager-old mutual
Award-Winning Financial Sector Leader & Insurance Professional
UNIT TRUSTS
A unit trust is a collective investment scheme, which pools contributions from investors with a common investment objective. Depending on the objective of the unit trust, the type of securities to be bought can comprise of: equities (shares), bonds, bank deposits etc.
FINANCIAL ADVISORY
Invest in the
future as we provide you with the guidance
you need to grow your money. We have a range of investment solutions to help secure your financial future.
Access and download all financial-related
information that you might need.
BUY AND SELL SHARES
- BONDS
Buying and selling of quoted securities(shares, treasury bills, and bonds) on the Uganda Securities Exchange and other regional exchanges. Other services include Immobilization of securities in the Securities Central Depository, nominee account services for individual investors and corporate, investment research and analysis for clients, and securities trading advisory.
MERGERS AND ACQUISITIONS
Simply the consolidation of companies. A merger combines two separate entities into one new legal entity, while an acquisition occurs when one company takes over another by purchasing a majority stake in its shares or assets.
Tax-free guaranteed lump sum benefit at maturity of a life cover, savings, and investment plan. It is designed to help you save in a disciplined manner over a period ranging from 5 years to 10 years in order to accumulate sufficient funds to enable you to achieve your dreams.
Client Testimonials
"Evelyn assisted me to transform the way I approach finances, understand my long-term goals and recommended an investment strategy using unit trusts and government bonds that matched my risk profile. I recommend her to anyone seeking financial advice.”
Clinton O.
“I was looking for someone who could help me optimize my finances while growing my investment portfolio. She identified opportunities I had overlooked, helping me improve tax efficiency and build a diversified investment plan. She is knowledgeable, and genuinely committed.”
Mike Edward K.
“Evelyn helped my family review our insurance coverage and develop a financial protection plan that gives us real peace of mind, ensuring we understood the benefits without any pressure to make quick decisions. Her integrity and approach make her an exceptional financial advisor.”
Christine N.
Portfolios for investment
This is your account on which your money grows systematically around the clock, contact us right now to get insights and how it can work for you.
