YES. Kyra is available to anyone seeking help with investment planning. Kyra is an easy step-by-step discussion designed to better align you with an investment plan that best suits your financial goals.
Onboarding
It’s simple. To sign up with KYRA, we go through a simple step-by-step process that considers your suitability, goals, and risk tolerance. Once we’ve wrapped up the signup process, you’ll be guided on the next steps to start your journey.
There is no cost. We at Kyra help you find the right investment plan by identifying the risk profile that is right for you.
Yes. Anyone who is interested in a tailored financial plan through investments that best suits their goals can sign up with Kyra. Simply send an email to info@kyrainvestments.com and one of Kyra’s Coaches will reach out to you.
If you reside in a country outside of Trinidad and Tobago, please connect with us to see if your country is covered in our expanding network.
After choosing the plan that’s right for you and your goals, you’ll have access to a full resource library and online support tools to keep your financial journey on track.
These tools include:
Coach Kyra – Your personalized virtual financial Coach who provides guidance and advice that helps improve your financial habits.
Kyra Learn – an online resource library that teaches you all you need to know about money management and investing.
Kyra Trak – the simplest app that is easy to use and keeps you on track with your financial plans.
- You will be matched with an Investment Plan and one of our experienced Investment Managers
- You will receive a personalized virtual financial Coach
- You are automatically scheduled for regular touchpoints with your Coach
- You gain access to the Kyra digital experience, including Future Self, Coach Kyra, KYRA Learn, and KYRA Trak.
You can start investing with as little as TTD $500 monthly or USD100.00
Ask Kyra matches you with an investment strategy that is based on your suitability, personality, values, goals, and risk tolerance. This is all determined by the step-by-step guide you fill out at the beginning of your registration.
Kyra matches you with an investment strategy, called a “Plan”, that is best suited for your future goals and considers your risk profile. Kyra works with an experienced Investment Manager with connections to international connections/markets as well as the local market. As you make monthly payments, your contributions are then invested in your plan.
We would like to ensure that you are matched with a plan that best suits you. The use of personality and risk assessment tests is simply to better understand your inherent preferences and how tolerant you are to risk in the financial markets.
As a KYRA client, you benefit from exposure to international markets in 3 ways:
- Your investment portfolios are diversified.
- Reach goals faster and gain access to global markets and high-performing stocks and bonds.
- The value of your portfolio is enhanced with our unique optional benefit pay outs at 3, 5, 7, and 10-year milestones.
All the investment funds are actively managed by experienced, globally recognised investment managers who specialise in investing in international markets.
Yes. Once deposited, any new lump-sum payments will earn interest at the 3% annual base rate. In addition, new lump sums earn optional benefits once they remain in your account for a minimum of three years. P:S. The optional benefits that are due on lumpsums, excluding any lumpsum paid at the start of your journey, will be due for payment at the next milestone after a three (3) year period has elapsed from the date of payment of the lumpsum.
Yes, joint accounts are available as an option to all KYRA clients. If you’re interested in adding a second party to your plan, please email to info@kyrainvestments.com.
Yes. You can leave your plan at any time. However, it’s important to note that if you leave before your 3-year milestone, you might not benefit from the accelerated returns. You can start this process by sending us an email at info@kyrainvestments.com.
No. If you would like to withdraw your investment, you will need to leave your plan in its entirety.
You can assign a beneficiary of your choice to your account. The person assigned will be the beneficiary and receive payment in the event of your death. P:S: the beneficiary must have at least attained the age of eighteen before payments will be made.
You may, at any time during the life of your investment, change the name of the beneficiary who will inherit your investment proceeds in the event of your death. If there is no beneficiary, the proceeds will go to your estate and will be held in accordance with local laws and until the probate process is completed.
Kyra generates revenue based on commissions received from the Investment Manager, there is no charge to you, the client.
Workshops include training on budgeting, financial management. Our goal is to help you understand your money and your finances better.
A Coach Kyra provides you with financial advice to keep you on track and help guide you to your future self in accordance with your financial plan.
Kyra does not share any of your personal information with third parties.
- Accelerated returns through Optional Benefits payments at the 3, 5, 7 and 10-year milestones.
- Access to international markets.
- You will be matched with an Investment Plan and one of our experienced Coaches.
- You’ll be provided with bi-annual statements.
- You’ll be scheduled for regular touchpoints with your Coach.
- Transparency
- Trustworthy advice
- Simplicity
- Honesty
- Friendly
- Candor