Portfolio Health Check
When did you last review your portfolio?
A complimentary, no-obligation review from Transworld — an independent, expert read on how the investments you already hold are structured, balanced, and performing.
Start with the 60-second self-checkThe 60-second self-check
Tick every one that sounds like you
Nothing is submitted or saved — this is just for you. Be honest; the more that apply, the more a review is worth your time.
What a review reveals
Six things a good look surfaces
Concentration & diversification
Whether too much of your wealth rides on too few holdings — the single most common weakness we see.
Allocation versus your risk appetite
Is your mix of NGX equities, fixed income and Treasury bills actually matched to you — or did it simply accumulate?
Performance in context
How your returns compare to the market and to inflation — the benchmarks that tell you whether your money is truly working.
Idle cash & dormant holdings
Money sitting uninvested, and forgotten shares or unclaimed dividends quietly doing nothing.
Fees & charges
What you are really paying to hold and manage your portfolio — often more visible to us than to you.
An independent second opinion
A clear, honest read on the investments you already hold — with no obligation to change a thing.
How it works
Three steps, no commitment
Schedule your review
Book a convenient time and tell us broadly what you hold. No account PINs, no passwords, nothing sensitive — just enough to have a useful conversation.
We review it with you
A licensed adviser examines your portfolio's structure, balance and performance — with you, walking through what we see and why it matters.
You get clear findings
An honest, independent read on where you stand and, if you want it, what we would do differently. Complimentary, and no obligation to act.
Straight terms
An honest look, on honest terms
- The review is complimentary and carries no obligation. A second opinion is exactly that.
- Transworld is SEC-registered to act as Investment Advisers and Portfolio Managers.
- We will never promise you a return — no honest, regulated firm will — and we will never ask for your bank password, card PIN, or BVN PIN.
- If a managed relationship is not right for you, we will tell you so plainly.
Transworld Investment & Securities Limited is registered and regulated by the Securities and Exchange Commission, Nigeria, and is a Dealing Member of the Nigerian Exchange (NGX). Investments carry risk; their value can fall as well as rise.
Questions, answered
Before you book
Yes — the review itself is complimentary and carries no obligation. It exists so you can get an honest, independent read on your investments before deciding whether you want to do anything about it.
Broadly what you hold — the companies, funds or instruments — is enough to begin a useful conversation. We will never ask for your bank password, your CSCS PIN, or your BVN. A review is a discussion, not access to your accounts.
No. A second opinion is a second opinion. If discretionary management suits you we will say so; if it does not, we will say that too. The value of the review does not depend on you becoming a managed client.
A clear read on your concentration and diversification, whether your allocation matches your risk appetite, how your returns compare to the market and inflation, any idle cash or dormant holdings, and what you are paying in fees — plus an independent perspective on what, if anything, to change.
Yes. Many of the investors we review live outside Nigeria. The review can be done entirely by call, and we can look at your Naira and any foreign-currency holdings together.
Yes. If the review turns up forgotten certificates or unclaimed dividends, our Dividend & Shares Recovery desk can trace, recover and dematerialise them for you as a separate, clearly-agreed step.
Rather delegate it entirely? See Discretionary Managed Accounts
Book your review
Schedule your portfolio review
Leave your name and number and a licensed adviser will call within 24 hours to arrange a convenient time — in person on Broad Street or by call from anywhere. Complimentary, no obligation.
Call us
0911 999 0056
Chat on WhatsApp
Message us now
Visit our office
1st Floor, Investment House, 21/25 Broad Street, Marina, Lagos