Investment and Retirement Planning

Individual investors

Investing on the BRVM,
with method.

You want your savings to work without gambling. We help you define your profile, structure your portfolio and understand what you buy.

Discuss my project Test my profile
For whom

Different situations,
one standard.

01

Young professionals

Build an emergency fund, then invest small amounts regularly.

02

Families

Fund education and housing and protect the household.

03

Executives & professionals

Structure growing wealth and prepare for retirement.

04

Entrepreneurs

Separate private and business wealth, smooth irregular income.

05

Diaspora

Invest back home from Europe or North America, aware of currency risk.

06

Pre-retirees

Secure capital and organise regular income.

Our services

Practical
support.

01

Investor profile

Questionnaire and interview to set acceptable risk and horizon.

Take the test ↗
02

Portfolio review

Analysis of your holdings: concentration, costs, liquidity, fit with your profile.

Request a review ↗
03

Goal-based allocation

One bucket per goal: safety, medium term, long term.

04

Understanding the BRVM

Equities, bonds, mutual funds, dividends, liquidity: the basics to invest calmly.

Initiation pathway ↗
05

Choosing a broker

Neutral comparison grid (fees, services, tools). We receive no payment from brokers.

06

BRVM research

Quarterly notes on listed companies, for members.

Publications ↗
Getting started

Four habits
before investing.

  1. 01

    Build your reserve

    Keep 3 to 6 months of spending available before buying securities.

  2. 02

    Choose a licensed broker

    Check the licence on the AMF-UMOA website and compare fees.

  3. 03

    Diversify

    Spread across sectors, countries and asset classes; avoid any single line weighing too much.

  4. 04

    Review regularly

    One review a year is often enough; avoid reacting to every move.

Learn at your pace

Education & research
memberships.

Basic (free) gives previews. Standard, Premium, Platinium and Lifetime unlock full research, training and advanced tools.

Compare memberships
Regulatory status

Application for an investment-adviser licence (Conseil en investissements boursiers) under review by AMF-UMOA. Until it is granted, our services cover financial planning and education, without personalised recommendations to buy or sell securities.

Investing involves a risk of capital loss. Past performance and projections do not guarantee future results. Check that a broker is licensed on amf-umoa.org before opening an account.

Your savings deserve
a real plan.

Tell us where you stand; we will suggest the right package.

Get started