Take control of your wealth journey

From investing and trading to tax planning, portfolio tracking, and market insights, PPM gives you the tools, support, and expertise to grow, protect, and manage your financial future with confidence.

JSE Member Since 1983..

Start your Journey

Authorised to trade equities and securities, fully compliant with FSCA regulations.

JSE Odd-Lot Specialist

Appointed by the JSE as Odd-Lot specialist for multiple consecutive years.

LeaderEx 2024 Speaker

Invited speaker at South Africa’s premier business and investment expo.

We are here to help you with

Investment
Guidance

Buy and sell shares of companies listed on the Johannesburg Stock Exchange with expert support.

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Market
Research

Access market summaries and insights to support smarter trading and investing.

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Dividend
Management

Through trusted partners, gain access to global markets and structured solutions for long-term.

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Portfolio
Tracking

A secure, direct connection for brokers and financial service providers to trade seamlessly through PPM.

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Restructuring of
Portfolios

Rebalance or update your investments to better align with your financial objectives.

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Compare our trading services

  • Investment Guidance
  • Market Research
  • Dividend Management
  • Portfolio Tracking
  • Restructuring of Portfolios

Investment Guidance

Tailored advice to help you choose the right investments.

  • Help clients make smart, goal-aligned investment decisions.
  • Tailored support based on your financial needs and risk tolerance.
  • Offered through a dedicated broker or advisor.
  • New or unsure investors needing expert direction.
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Market Research

Key data and trends to support informed decisions.

  • Provide data and insights to inform investment choices.
  • Access to current market trends and asset performance.
  • Available through reports, dashboards, or advisor updates.
  • Self-directed investors who want to make their own calls.
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Dividend Management

Tracks, collects, and reinvests dividend payouts.

  • Manage income earned from shareholding.
  • Automates dividend tracking, payments, and reinvestment.
  • Handled through the platform or with broker support.
  • Income-focused investors and long-term portfolio builders.
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Portfolio Tracking

Monitor how your investments are performing over time.

  • Monitor the performance and value of your investments.
  • Provides visibility into gains, losses, and asset allocation.
  • Viewable via platform or regular statements.
  • Active investors who want to stay informed.
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Restructuring of Portfolios

  • Adjusting your investments to improve returns or lower risk.
  • Optimises asset allocation and investment mix.
  • Done with advisor guidance or on request.
  • Existing investors needing a portfolio refresh or realignment.
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Forecast your future growth

Use our our free calculator to see how your investment will grow





3%
! Disclaimer: This is a simulation only. For advice, speak to a licensed broker.
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Start your Journey

Start your journey with us today and get the best in service across industry.

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Document Upload

Upload your required documents securely and quickly. Accepted formats: PDF, JPG.

  • Identification
  • Residential Address
  • Bank Statement
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Open Account

Once verified, your account will be ready. Log in, explore, and start building your portfolio.

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