We offer a wide range of investment services designed to help you achieve your financial goals. Our team of experienced investment professionals will work with you to develop a customized investment strategy that's tailored to your unique needs and risk tolerance. Whether you're a seasoned investor or just getting started, we can help you build and manage a diversified investment portfolio that's designed to help you achieve your financial objectives.
Our cash management gives you flexibility to access your cash whenever you need it.
Which toil and pain can procure him some great pleasure. To take a trivial example, which of us ever undertakes laborious physical exercise, except to obtain some advantage.
We start by getting to know you and your financial goals. We ask you about your income, expenses, assets & liabilities.
Once we understand your financial situation and goals, we develop a financial plan to help you achieve them.
We monitor your investments on a regular basis. We make sure that your investments are still on track.
We are here to support you throughout your financial journey.
Mutual funds are a practical, cost-efficient way to build a diversified portfolio of stocks, bonds, or short-term investments.
Blue-Chip is one of the most active distributor agents of commercial paper. Commercial paper (CP) is a money-market security issued (sold) by large corporations (with excellent credit) to obtain funds to meet short-term debt obligations and is backed only by an issuing bank or company promise to pay the face amount on the maturity date specified on the note. CP offer highly competitive yields, with investment tenors up to one year (i.e. 3, 6 and 12 months).
Note that most CP is issued privately and as such is restricted to institutions and qualified Investors. Kindly contact us directly for information and opportunities currently on offer.
If you would like to contact us via email, please click here.
Our cash management gives you flexibility to access your cash whenever you need it while still allowing you to put your money to work.
Group Investment
Blue-Chip will use the fund to manage your group’s or investment club’s pooled funds.
What is a fund?
It is pooled monies from different investors. When you invest in the fund, your money is pooled with that of other investors to form a fund. The fund is then managed by a fund manager who invests the funds in various financial assets to achieve a given goal i.e. high returns. The fund manager charges a fee for the services offered.
The fund seeks to maximize investors’ (unit holders’) returns while protecting the capital contributed
One invests in the fund by buying units ‘shares’ at the prevailing unit price.
Objective of The Fund
To streamline the group’s investment objective, Blue-Chip shall use the Fund as a formal investment vehicle that will be professionally managed to provide convenient investment platform for your group or investment club. Under your investment objectives, the Fund shall seek to achieve the following;
Stages of setting up a fund
Stage 1: a fund manager sets up the fund
Stage 2: fixes the price value of the units within the fund at inception
Stage 3: the fund manager invites investors to invest in the fund
Stage 4: investors invest in the fund by buying units at the prevailing unit value just like it is the case with shares
Stage 5: the fund manager then invests funds invested in the fund to generate returns
If you have an organized group or would love to have an investment club with you friends or colleagues, click here to contact us for detailed information.
Building your emergency fund
Emergency funds are the backbone of strong personal financial plans. By building up an emergency fund, you will be better prepared to handle unexpected emergencies without having to turn to credit card debt, family loans, or other borrowing options that create unnecessary stress. While an emergency fund won’t solve all your money problems, it’s a great start to getting your finances headed in the right direction.