Getting Started
In a world where everything you knew yesterday has changed today, your pursuit of achieving, growing and protecting your wealth may be challenging. NCB Capital Markets assures you - it is not as difficult as you think.
Know Where You Want to Go
Your journey to wealth begins with knowing where you want to go and establishing the best route to get you there. Building an effecftive plan ensures that you complete your journey successfully by considering your goals, time frame for achievement and the risk you are willing to take.
Putting it All Together
An NCB Capital Wealth Advisor is that guide which ensures that you have the most accurate, timely market information to chart the right course. This advice reflects an intimate knowledge of financial markets, portfolio management and financial planning, helping you build a portfolio that maximises your returns.
Finding the Right Investments for Your Goals
- Short Term (<2 years). Use for emergency funds, school fees, utility expenses, rent.
o Repurchase Agreements - Euros, Jamaican and US Dollars
o Treasury Bills - Jamaican Dollars
- Medium term (2-5 years). Use for purchasing your car, going back to university.
o Repurchase Agreements - Euros, Jamaican and US Dollars
o Treasury Bills - Jamaican Dollars
o Equities - JSE and AIC mutual funds
- Long term (>5 years). Use for real estate, child's education, retirement.
o Equities - JSE and AIC mutual funds
o Global Bonds - US Dollars and Euros
o Local Bonds - Jamaican and US Dollars
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