- Financial Consulting Services
- Real Property/Estate
- Investment Advisory Services
Corporate finance advisory services
The Company offers financial consulting services to its clients including in the areas of:
- Carrying out feasibility studies before starting a business or business line
- Carrying out due diligence investigations for investors
- Carrying out valuations of companies on behalf of potential investors
- Advising on various aspects of mergers and acquisitions
- Advising on debt restructuring
- Being lead advisors in corporate finance transactions
- Carrying out such other financial works as our client may require
Capital Raising
Henzo has a network of various sources of capital including banks, private equity, venture capital and other forms of lending. The Company also has a rich base of clients looking for capital for their various business ventures. Henzo seeks to connect the two groups of people – lenders/investors and borrowers/investors. Our sources of capital are both local and regional/international and we have normally found that we have always been able to meet our clients’ capital needs.
Property Valuation
We carry out valuation of real property for various different purposes including, but not limited to, purchase or sale of property, mortgage purposes, forced sales, preparation of end of year financial statements and for such other requirements as our client may have. The Company has the necessary expertise to efficiently carry out property valuations and uses the best available technology to achieve its purpose. Its Directors and/or staff are Registered Valuers and/or members of the Institution of Surveyors of Kenya (ISK) – Valuation and Estate Management Chapter (VEMS) and have adequate experience to carry out various real estate valuations.
Property Management
Henzo carries out day to day management of properties and/or facilities on behalf of property owners. Our property management services takes the strain out of the property owners and also ensures that costs are well controlled so as to give the property owner the highest possible return/value from their properties. In line with its core value of integrity, Henzo ensures that the management is done in a transparent manner and that all costs are disclosed to the landlord and are easily audited. Henzo has also developed proprietary digital tools that enable property owners to easily monitor the performance of their properties from anywhere and at all times, at the touch of the button.
Property Agency
The Company is active in the area of letting (leasing, renting) and selling or buying of property. The service is offered to property owners who have property that they would wish to offer to tenants and/or buyers. The service is also offered to tenants and buyers who are interested in finding property for rent or buy. Henzo is able to walk its clients through the full length of the property letting and acquisition journey while ensuring that their money is fully safeguarded. To offer best value for clients, Henzo has built an innovative online marketing platform that offers client real-time access to various properties and buyers or sellers in the market.
Property Consulting Services
These are services that range from determining the viability of property development and/or acquisition, coordinating the various professionals in property development/acquisition, raising of requisite capital and advising on the letting/selling/buying options. Our property consulting services are intended to safely walk a client through the complex area of property development and or acquisition. The service also ensure that clients get the best value out of their property investment.
Investment of funds
We are a registered distributor of various investment solutions that are on offer both locally and internationally. We distribute products for fund managers, stock brokers, licensed forex traders and collective investment vehicles. Such products include unit trusts, quoted securities, treasury bills and bonds, corporate bonds and commercial papers, and other tailor made portfolios for high net worth individuals. In addition to distributing existing products, we help our clients to restructure their existing investment portfolios in order to make them more profitable. To offer this service effectively, Henzo carries out independent research on the best investment opportunities for clients.
Private wealth advisory
We help individuals to build investment portfolios through regular consulting meetings during which we agree on their objectives, available resources, risk profile, other unique requirements and required returns. We then monitor the performance of the investment portfolios and adjust them over years as the client requirements change. These advisories are organised as a twice a year meeting with our clients (more often if necessary) where the portfolios are reviewed, other reporting needs are met and objectives for the next period are agreed on.
Financial literacy trainings
- One day seminars where we invite individuals for training;
- One to two hours training to employees of organisations; and
- Tailor made individual trainings that last for about one hour over a period of time ranging from one month to six months. Normally, clients who go through this training are transitioned to private wealth advisory.
Investment policy statements
Henzo offers the service of preparing investment policy statement (“IPS”) for its various clients including retirement benefit funds, corporates (including insurance Companies and other corporates) and individuals. The IPS sets out, among other things, the investors’ risk profile, unique requirements and required rate of return. After preparing the IPS, clients present these to their fund managers for implementation and where necessary can call on Henzo to help in supervising their implementation. In other instances, we have consulted for clients to oversee the implementation of the prepared IPS, by their investment managers.