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Zimvest – Digital Private Wealth Management

Zimvest is a digital, borderless and private wealth solution that is out to democratize financial planning and investments to Individuals, Corporates, Family Offices and Foundations.

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Know where you stand, without creating an account

Use our free tools to evaluate and inform your next financial decision.

Investment Persona Analysis

This simple exercise lets you know what type of investor you are. It also allows us recommend a portfolio set up and investment strategy for you.

Take exercise

Know your net worth

Get to know what you are worth in financial terms. A review of your assets and liabilities reveals your true position and thereafter helps with investment decision-making.

Net worth estimator

Target calculator

Achieve that goal. Calculate how much money you need to save at defined frequency in to achieve a specific financial goal – all the while earning decent interests.

Target calculator

Private Wealth Management

Our investment advisory service incorporates all aspects of financial planning, portfolio management, and other aggregated financial services to help you actualize your financial goals. We have a plethora of product offerings and alternative investment used to execute your financial plan.

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Private Wealth Management

Our investment advisory service incorporates all aspects of financial planning, portfolio management, and other aggregated financial services to help you actualize your financial goals. We have a plethora of product offerings and alternative investment used to execute your financial plan.

Multi-Currency
Investment Portfolio

Because of clients' growing need to hold investment portfolios in multiple currencies, we are able to offer investment opportunities in major currencies to help them hedge against exchange rates risk and meet obligation in other currencies.

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AI Powered Investment Profiling

With information provided by you, such as your investment objective, investment horizon and your current personal circumstances, let our AI predict Your Risk Tolerance.

Paperless Wealth Management

Whether you are a family office, HNI, corporate entity or individual, enjoy our paperless on-boarding to post-investment dealing process.

Paperless Wealth Management.
Join our waitlist

all fields are required.