INVESTMENT RESEARCH & INFORMATION
Stalwart Investment Research and Information services provide you with the intellectual framework you need to invest successfully.
We conduct in-depth market, industry, sector, and macroeconomic studies to provide retail and institutional investors with the data and reports used to evaluate the financial conditions of companies for the purpose of making an investment decision or exiting an existing investment positions.
We publish unique investment research reports and offer a suit of portfolio management tools so you can build, manage and grow your assets. Since 2018, Money Managers, Asset Managers, Stock Brokers and High Networth Individuals have relied on us to lower risks and improve performance.
PRINCIPAL INVESTMENT
Stalwart Principal Investment makes equity and quasi equity linked investments in startups and established businesses in high growth sectors such as Information Technology, Agriculture and Real Estates.
Stalwart Investment also partners with interested individuals and corporate organizations that are willing to provide third party funding for our proprietary trading in financial instruments such as stocks, forex, and commodity CFDs.
We actively trade in these instruments to ensure good ROI on third part funds.
BUSINESS ADVISORY
Stalwart Business Advisory is geared towards helping you grow your business in every way possible by leveraging on our professional competencies in business formation and management.
These services encompasses:
Feasibility Studies and Development of Business Plans for startups, new projects and existing businesses. Stalwart Business plans are products of field research and are carefully crafted to meet the requirements of banks, private equity firms, investors and other fund providers.
Development of Strategic Plans for new and established businesses as may be needed for sustained growth. We conduct an extensive study of our clients businesses and model them in line with macroeconomic developments in order to craft strategies for growth in the immediate and future terms.
Documentation Services: We prepare the documents you may need to pitch investors or submit to regulators when seeking licenses or approvals for your new business. These documents may include amongst others:
- Feasibility Study Reports and Business Plans
- Standard Operating Manuals (SOP’s)
- Investment Memorandum and Pitch Decks
- Offering Memorandum
- Investor Presentations
Whether your company is planning a Private Placement, Initial Public Offering (IPO), or is launching a product, seeking licensing or permits; Stalwart consultants have the expertise to produce the documentation needed by prospective investors or required by regulators.
We have worked with promoters on projects in different sectors, including banking, agent banking, payment services, fintech, capital market, manufacturing, FMCG, healthcare, real estate and hospitality.
FINANCIAL CONSULTANCY
Stalwart Financial Consultancy provides a wide range of services aimed at supporting companies make informed financing decisions.
The range of solutions we give include:
Capital Mobilization: We mobilize impact capital to support the operations of MSME’s and mid-sized corporates. We have assisted startup businesses raise venture capital and established businesses raise working capital.
Due Diligence and Business Valuation: Whether you are considering to buy or acquire a business or combine with another, Stalwart Financial Consultants will conduct financial reviews of the records and other due diligence exercise.
Our recommendations will provide a guide in not only placing appropriate values on the businesses but help parties in price negotiation.
Corporate Finance – We provide our corporate clients with solutions that help them link corporate and financial strategy to create value. We advise on appropriate capital structure, working capital solutions, debt restructuring and much more to help organizations operate optimally.
INVESTMENT MANAGEEMENT
Corporate and individual clients rely on our advice to create and maintain their investment portfolios in stocks, bonds and other financial securities.
We profile each client and use our expert knowledge of the financial market to suggest suitable investment product or a combination of it based on their individual needs, future expectations, risk appetite, etc.
Under our account management programme, a dedicated Stalwart investment adviser will monitor your portfolio, relate with your brokers, registrars and other relevant market operators and offer appropriate advice to help you achieve your investment goals at all time.
We guide you to know when to buy, sell, or hold an investment and also help construct your portfolio for optimal returns.
TRAINING & CAPACITY BUILDING
Stalwart manpower services are geared towards helping individuals and organizations build capacities in critical soft and technical skills to help them manage their businesses better. Some of the areas we train people include: digital skills, excel skills and financial modelling, entrepreneurship skills, business analysis, credit and basic accounting skills, amongst others.
Our training programmes can be organized as in-plant, customized or open courses depending on the choice of the client.