Product & Services
Overview
At Savest Wealth Advisory, we understand that managing wealth isn’t just about today—it’s about securing tomorrow and creating a legacy for generations to come. Our advisory program is designed to meet you where you are, and guide you to where you want to be.
As a valued client, you gain access to a comprehensive suite of services crafted to support and elevate your financial journey:
MyWealth
All your investments in one place. Invest with ease.
All your accounts. One powerful platform.
Say goodbye to scattered statements and fragmented apps. With MyWealth by Savest, you get a 360° view of your wealth, no matter where it’s held. Whether your assets are with multiple custodians or across different asset classes, our platform brings everything together—beautifully.
Why this platform is Unique!
Unified Dashboard
View all your assets in one place—stocks, bonds, mutual funds, alternatives, and more. No matter the custodian, you stay in full control.
Real-Time Performance Insights
Drill down into each asset class. See how your portfolio is performing, monitor growth over time, and compare returns by strategy or account type.
Target Allocation Tracking
Set your ideal asset mix and let us do the heavy lifting. Monitor how far each class deviates from your targets and get notified when it’s time to rebalance.
Automated Rebalancing Rules
Intelligent Buy/Sell rules based on deviation thresholds. Take the emotion out of investing with rule-based discipline and automation.
Stay Ahead of Corporate Actions
Never miss an opportunity. Track upcoming dividends, interest payments, and bond coupons across all holdings.
Trade Seamlessly
Buy and sell securities right from your dashboard. Our platform is built for speed, simplicity, and secure execution.
Built for the Modern Investor
Whether you’re managing a single account or a complex portfolio across markets or institutions, MyWealth by Savest simplifies the process, empowers better decisions, and enables intelligent execution — with ease.”
Ready to streamline your portfolio?
The Savest Advantage
With Savest Private Wealth Management, you gain access to world-class expertise, exclusive investment opportunities, and a dedicated team focused on securing your financial success.
Personalized: Tailored strategies that take into account your unique financial goals, risk tolerance, time horizon, and life circumstances. This ensures your wealth management plan is designed specifically for you and evolves with your changing needs.
Unbiased: Working with professionals who act in your best interest, with no conflicts of interest. This means they provide advice based solely on what’s best for you, not influenced by commission-based incentives or company quotas.
Best-in-Class: Accessing top-tier investment products, services, and expertise. This could include diversified portfolios, alternative investments, cutting-edge technology, and seasoned professionals who are experts in areas like tax strategy, estate planning, and risk management.
Our Approach
Great accomplishments start with doing the right things first.
Our wealth advisory process starts with listening to you, understanding the things that are most important to you, and creating a roadmap that meets your needs over the long term.
Typically this process involves five steps:
1️⃣ Initial Consultation – We start with an introductory interaction (in person, virtually, or via phone) to understand your needs and determine if our services align with your financial aspirations.
2️⃣ In-Depth Discovery Meeting – A comprehensive session where we gather details about your financial situation, personal priorities, long-term goals, and other extended goals.
3️⃣ Customized Strategy Development – Based on your unique profile, we craft a tailored financial plan designed to help you achieve your objectives.
4️⃣ Portfolio Construction & Fund Allocation – We implement the strategy by diversifying investments to align with your goals and risk tolerance.
5️⃣ Ongoing Monitoring & Support – Continuous portfolio reviews, performance tracking, regular meetings, updates, and transparent reporting to ensure you stay on track.
Class of Accounts
Savest Pop (Pop)
Attribute | Details |
Asset Range | ₦2 million to ₦49.9 million |
Starting fee | A one time charge of 0.50% applies exclusively to fixed income transactions. This fee is separate from any third-party brokerage, custodial, or regulatory charges. |
Target | Emerging high-net-worth individuals |
Services Offered |
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Savest Premium (SP)
Attribute | Details |
Asset Range | ₦50 million – ₦499.9 million |
Starting Fee | 0.80%. This fee is separate from any third-party brokerage, settlement, custodial, or regulatory charges. |
Target | High-net-worth individuals |
Services Offered |
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Savest Private Wealth (SPW)
Attribute | Details |
Asset Range | ₦500 million – ₦2 billion |
Fee | Starting at 0.50% |
Target Audience | Wealthy individuals and families |
Services Offered |
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Savest Ultra (Ultra)
Attribute | Details |
Asset Range | Above ₦2 billion |
Fee | Starting at 0.30% |
Target Audience | Ultra-high-net-worth individuals |
Services Offered |
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Savest Family Office
Attribute | Details |
Asset Range | Above ₦5 billion |
Fee | Starting at 0.20% |
Target Audience | Families or entities with significant generational wealth |
Services Offered | Full-scale family office. |