Through our stock broking unit, we support clients’ smooth and efficient participation in buying and selling shares listed on the Zimbabwe Stock Exchange (ZSE) as well as fixed income securities (bonds, commercial paper, Bankers Acceptances, Promissory Notes). We have more than 10 years valuable experience in this type of business and over the years we have built the relevant knowledge and wisdom.

Investments and trading in listed shares and fixed income securities do not require any pre-approval by the government and there are no restrictions on capital flows in and outside the country.

Private equity investments are investments in a company whose shares are not listed on the Stock Exchange. Using our wide experience and diligence, we are there to help investors to efficiently and smoothly buy or sell private companies and the following comprise our key services:

• • Company valuations.
  • Due diligence.
  • Placing companies with potential investors.
  • Negotiating the transactions.
  • Advise on efficient tax management of the transactions.
  • Preparing relevant documentation including the Sale and Purchase Agreements.

We also provide an opportunity for clients’ participation in private equity funds under a framework we agree with the investors. Emerging out of a decade of low economic activity, Zimbabwe has great value creation and growth opportunities anchored on speedy recovery in the mining, agriculture and consumer sectors of the economy. There are opportunities for higher returns from private equity investments. Using our expertise, knowledge of our local economy and attendant regulations, we follow a structured process to ensure protection of the investors and their investments.

We boast of a team of professionals with vast experience in fund and portfolio management. Based on the investment needs of our clients, we create suitable investment management strategies for clients and build appropriate portfolios, which we continuously reorient to changes in the financialmarkets to keep them in line with clients’ risk appetite.
The range of investment products we offer include:

• Platinum Fundamental Equity Portfolio
• Platinum Balanced Portfolio
• Platinum Fixed Income Portfolio
• Platinum Hybrid Portfolio
• Unit Trusts

Our research team, which has wide experience in investment and economic analysis, guides our investment choices.

Taxation matters and requirements if not properly managed can consequently prove to be very expensive to individuals. We are highly reliable in ensuring that our clients appropriately structure transactions and conducts their business in a manner that reduces tax complications and tax burden in a legally and morally acceptable way.We rely on our professional knowledge in the field to offer an array of tax consultancy services on the following:

• Tax Registration.
• Pre-transaction tax assessment and advise.
• Tax computations.
• Filing Tax returns.
• Advice on taxation developments.
• Interest income tax.
• Capital Gains tax.
• Employee Tax.
• Royalty income tax.
• Exempt income.
• Taxation training.
• Employees’ tax compliance.

Our efficiency and timely execution of clients’ requirements guarantees quick solutions to clients tax matters.