One of the numerous benefits of Rise is the option to donate an investment plan to friends or loved ones in order to show your concern for their long-term financial well-being. We frequently seek quality gifts to give to our loved ones, which is why Risevest developed a gifting plan. You can now establish a plan for your loved ones on Risevest, write a personalized note, finance it, and transfer it to their account. They can obtain the funds and compound interest this way. In this post, we’ll explain to you how to gift an investment plan on Risevest with ease.
Rise is a digital dollar asset manager that links Nigerians to international investment possibilities through products such as fixed income, real estate in the United States, and US stocks. While there are various stock investing alternatives in Nigeria, they only provide stock options, which enable you to buy and manage stocks yourself.
What Are the Requirements for Gifting an Investment Plan?
Before you gift a plan, there are three items you must check off your list in order to gift somebody a plan on Risevest. They are as follows:
- You must have a Risevest account.
- You must have money in your Risevest wallet, as this is where you would fund the plan.
- You will need the individual’s Risevest email or username.
How to Gift a Risevest Investment Plan
Once you have all the information stated above, you may proceed to create an investing plan for a friend or family member. Here are some measures you can take:
- Access your Risevest account.
- Select ‘Plans‘ from the navigation panel at the bottom of your screen. Or simply click on the ‘Gift a Plan‘ option.
- You’d see a brief instruction, read it, and then press ‘Get Started.’
- Enter their Rise email or username.
- Add a personal comment and name the plan.
- Select an asset class and finance the plan with funds from your Rise Wallet.
After that, the plan will be immediately transferred to their Risevest account. And that’s how you gift someone a Risevest investment plan. Please share this post with friends and family who might like to try this as well.