As a client of Kaasa Private Client Group (PCG), you have access to a broad selection of products and services through a professional Investment Advisor. Ideal for investors with substantial portfolios who are looking for professional, custom tailored investment advice and planning, while maintaining participation in the decision-making process regarding their financial affairs.

We pride ourselves on a fast, efficient and accurate service. This high quality of service instils confidence in our organisation, resulting in repeat business, and an increasing number of new customers through recommendation.

Products

• Stocks and Commodities
• Dimensional Fund Advisors
• Mutual Funds
• ULIP and Tax Advice
• Real Estate
• Annuities
• Corporate Bonds
• Government Securities
• Life Insurance
• Medical Insurance

Services

• No Annual Fee for Active Accounts*
• Confirmations by Fax/Email
• Stock and Bond Research
• Free Checking
• On-Site Trading Room
• Web Based Account Information

Unique services

Trading Room:

We have an on-site trading room with knowledgeable brokers ready to serve you.

Support Staff:

Our support staff is here to answer questions you may have.

Customer Service:

During business hours, our telephone is answered by our receptionist. We believe in customer service and having your call directed to the appropriate person the first time.