Professionalism

At all times we act with integrity, providing quality service, being reliable and responsible.

Commitment

Working with urgency and commitment to be successful from individual and company.

Honesty

Being open and honest in all our dealings and maintaining the highest integrity at all times.

25 Years

Of Experience in Financial Planning and Management Consulting

Get To know US

INSTITUTE OF REVENUE MOBILIZATION

Institute of Revenue Mobilization founded and led by a team of Financial networked experts with strategic insight and industry-gained experience.

Don’t be satisfied with tradition. Don’t let others tell you that it can’t be done. Take control, free yourself, and live the life you want.

Dr. Daudi Pascal Ndaki, Chartered MCSI

Founder and Chief Strategy Advisor
What We Do For You

We can inspire and Offer Different Services

Financial Planning

We Provide comprehensive financial planning services to individuals and businesses, including retirement planning, estate planning, and tax optimization.

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Investment Portfolio Management

We offer investment portfolio management services, helping clients build diversified investment portfolios aligned with their financial goals and risk tolerance.

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Wealth Management

We Provide high-net-worth individuals and families with customized wealth management solutions, including investment strategies, asset allocation, and risk management.

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Corporate Finance Services

We Offer financial advisory and investment banking services to corporate clients, including mergers and acquisitions, fundraising, and financial restructuring.

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Socially Responsible Investing (SRI)

Sitamtatu Consultant Co Ltd Specialize in socially responsible and sustainable investing, aligning clients' investments with their ethical and environmental values.

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Tax Planning and Optimization

Help clients optimize their tax strategies, including tax-efficient investment choices and structuring.

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Estate and Inheritance Planning

We Assist clients in structuring their estates to minimize tax liabilities and ensure a smooth transfer of assets to heirs.

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Real Estate Investment Advisory

We Assist clients in structuring their estates to minimize tax liabilities and ensure a smooth transfer of assets to heirs.

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Investment Monitoring and Reporting

Implement systems for tracking and reporting on investment performance and providing regular updates to clients.

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Retirement Planning

We Assist individuals in planning for a secure retirement by developing tailored retirement savings and income distribution strategies.

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Debt Management

We Assist clients in managing and optimizing their debt, including mortgages, loans, and credit card debt.

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Investment Research

Conduct research and analysis of investment opportunities in various asset classes and provide clients with data-driven investment recommendations

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Risk Management and Insurance

Offer advice on insurance and risk management, helping clients protect their assets and manage potential financial risks

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Financial Education and Workshops

We Host financial literacy workshops and seminars for individuals and organizations to enhance financial literacy and investment knowledge.

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Business Advisory Services

Implement systems for tracking and reporting on investment performance and providing regular updates to clients.

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Digital Financial Services.

We can inspire and Offer Digital Financial Services.

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Market Analysis

We Provide comprehensive financial planning services to individuals and businesses, including retirement planning, estate planning, and tax optimization.

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Strategy Development

We offer investment portfolio management services, helping clients build diversified investment portfolios aligned with their financial goals and risk tolerance.

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Product Development

To guide the creation and enhancement of digital financial products or services.

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Risk Assessment

To identify and mitigate risks associated with digital financial services, including security and compliance.

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Regulatory Compliance

Ensure that the organization complies with relevant financial regulations and standards.

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Customer Experience Enhancement

Improve the user experience of digital financial services to attract and retain customers.

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Technology Evaluation

Assess and recommend the adoption of the latest technologies to enhance digital financial services.

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Operational Efficiency

Streamline operations and reduce costs while maintaining or improving service quality.

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Marketing and User Acquisition

Develop strategies to acquire and retain users for digital financial services.

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Financial Performance Improvement

Enhance the financial performance and profitability of digital financial services.

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Data Analytics

Utilize data analytics to gain insights into user behavior and preferences.

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Training and Skill Development

Train staff to keep up with the latest digital financial trends and technologies.

Business Principles

We continue to give the best of all to our customers.

  • We are passionate about enabling business growth by controlling risks through integrating standards and compliance into business targets.
  • We drive our operations in team spirit, speedy, integrity and accountability always focusing at making client smile for us. 
  • We create positive culture by influencing our business partners and employee’s safe business practices through various behavioral change programs. 

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      Best Award

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      Happy Clients

    Call For More Info +255 756 538 923

    Let’s Request a Schedule For Free Consultation