Welcome to Wealth Centric Limited.. where money makes sense..
Our Features Services
- Financial Literacy & Training
- Wealth Management
- Business Development Support
Wealth Centric is currently partnering with Bank of Uganda as certified providers of financial literacy training to organized groups of people. Our financial literacy sessions are tailor-made for workplaces, community groups, employees of financial institutions and cooperative societies among others. Our trainings help the providers and recipients of financial services to find a common ground in making financial decisions.
WC is also working closely with Uganda’s Capital Markets Authority to provide investor education to groups of people to encourage more Ugandans to invest on the Uganda Securities Exchange and utilise the services of local fund managers offering collective investment schemes.
At Wealth Centric, we also provide advice to individuals and organisations that would like to take advantage of the opportunity in investing in shares, bonds and collective investment schemes for medium term and long term capital growth. We work with the Uganda Securities Exchange, Capital Markets Authority of Uganda and a number of fund managers locally and internationally to place investments that match our client’s goals and risk profile.
Wealth Centric has been licenced by the Insurance Regulatory Authority of Uganda as an agent of Liberty Life Insurance trading in life insurance, health care and pension fund products for individuals and institutions.
Liberty Blue Health Care product is a comprehensive solution, giving clients access to medical services within Uganda, East Africa, Africa and Worldwide. To read more about our health care solutions, please follow the link www.libertyhealthblue.com
Our partner, Liberty Life is also a reliable provider of life insurance cover which ensures that companies are not interrupted by sudden predicaments like death, critical illness, permanent disability, temporary job loss. Please follow the link www.liberty.co.za
This is mainly because business owners do not understand the requirements of setting up and managing businesses. Most entrepreneurs in Uganda do not invest in business planning; they just take off and shut down prematurely.
Wealth Centric provides answers to the vital questions on business registration, capital acquisition and use, product development and design, marketing, human resource, taxation, ownership and succession planning.
Beyond the initial start arrangements, we provide continuous support to the entrepreneurs to ensure that their story is one of success. Our clients are sole proprietors, Small and Medium Enterprises, Village Saving Groups, SACCOs and Cooperatives.
To be the most dependable financial consultancy firm in East Africa.
Our Market Approach
Our targeted client segment includes
- Small & Medium Enterprises,
- Groups & Associations.
- Non-Governmental Organisations
- Government Institutions.
WC partners with both local and international financial institutions to enable the provision of a broad range of services that utilise different financial engineering modules. Our clients have the advantage of using local and international products and services increasing their opportunity for diversification and the best returns possible.
Our Clients Feedback
Our Business Partners
WC’s operations are premised on the following core values
Our company policy is zero tolerance to unethical behaviour. We take responsibility for our actions knowing that our clients are the reason for which we exist.