Our Services

Exodus Advisory is a leading provider of Securities Brokerage, Investment Advisory, and Fund Management services, offering a comprehensive range of solutions tailored to individual and institutional clients. Below is an exhaustive list of our services:

Securities Brokerage

We facilitate seamless access to local and international capital markets through the following services:

  • Trading of Shares and Bonds: Buy and sell equities and fixed-income securities for retail and institutional clients.
  • Participation in Primary Market Auctions: Representing clients in central bank and corporate bond issuances.
  • Execution of Client Orders: Ensuring prompt and efficient execution of trades in compliance with regulatory standards.
  • Market Research & Insights: Providing market updates, research reports, and actionable insights to inform investment decisions.

Investment Advisory

Our advisory services are designed to empower clients to make informed financial decisions:

  • Financial Planning: Creating tailored strategies for wealth accumulation, preservation, and retirement planning.
  • Wealth Management Advisory: Personalized guidance for High Net-Worth Individuals (HNWIs), private banking clients, and diaspora investors.
  • Real Estate Investment Advisory: Expert guidance on investing in Real Estate Investment Trusts (REITs), including portfolio structuring, risk assessment, and regulatory compliance.
  • Corporate Advisory: Strategic support for organizations in capital raising, mergers & acquisitions, and governance improvements.
  • Project Appraisals: Conducting feasibility studies, financial modeling, and investment project evaluations.
  • Strategic Planning: Helping businesses formulate and execute effective long-term financial strategies.
  • Risk Management Advisory: Identifying, assessing, and mitigating financial risks across portfolios.
  • Sustainable Investments: Advisory services on green bonds and sustainable financial instruments to promote environmental and social impact.

Fund Management

We specialize in managing funds to deliver consistent returns and achieve client objectives through:

  • Money Market Investments: Managing short-term, low-risk instruments like treasury bills and money market mutual funds.
  • Portfolio Management: Designing and maintaining diversified investment portfolios tailored to client goals and risk appetite.
  • Fixed-Income Investments: Expertise in bonds, treasury bills, and fixed deposits for stable and predictable returns.
  • Mutual Fund Investments: Offering advisory and execution services for mutual fund investments.
  • Development of Exchange-Traded Funds (ETFs): Structuring innovative ETF products to align with local and international market conditions.
  • Real Estate Investment Management: Managing Real Estate Investment Trusts (REITs) for steady income through rental yields and long-term property appreciation.
  • Alternative Investments: Exploring diversified opportunities in REITs, private equity, and other non-traditional asset classes.
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