Investments

Grow Your Wealth, Plan For Tomorrow

We help you grow your wealth through expert advisory and wealth management

Investment Solutions

The investment solutions are designed to help individuals and organizations grow and preserve their wealth. Through carefully selected funds and trusted fund management partnerships, we offer investment options that balance risk, return, and liquidity. Whether you are seeking short-term income, capital preservation, or enhanced returns, our expert advisors guide you in choosing investments aligned with your financial goals and risk profile.

Money Market Fund

The Money Market Fund is designed for investors seeking capital preservation and regular income with minimal risk. The fund invests in short-term money market instruments such as government securities and high-quality corporate instruments, making it ideal for conservative to moderately risk-tolerant investors. It is well suited for short-term financial goals, emergency funds, and cash management needs while offering attractive monthly income and flexibility.

Key Features:

  • Risk Profile: Conservative to Moderate

  • Minimum Initial Investment: KES 5,000

  • Minimum Top-Up: KES 1,000

  • Investment Horizon: Less than 1 year

  • Income Distribution: Monthly

  • Lock-In Period: 3 months

Fixed Income Fund

The Fixed Income Fund is structured for investors looking to achieve capital growth while earning a stable and predictable income stream. By investing in fixed income securities across local and international markets, this fund offers moderate risk exposure with the potential for consistent returns. It is ideal for investors seeking a balance between growth and income within a short-term investment horizon.

Key Features:

  • Risk Profile: Moderate

  • Minimum Initial Investment: KES 5,000

  • Minimum Top-Up: KES 1,000

  • Investment Horizon: Less than 1 year

  • Income Distribution: Monthly

  • Lock-In Period: 3 months

Wealth Special Fund

The Wealth Special Fund is designed for investors seeking enhanced returns and steady capital growth through a diversified portfolio of high-yielding securities in both local and international markets. This fund is suitable for investors with a moderate to aggressive risk appetite and higher capital capacity. It offers an opportunity to maximize returns while maintaining disciplined investment management and monthly income distribution.

Key Features:

  • Risk Profile: Moderate to Aggressive

  • Minimum Initial Investment: KES 1,000,000

  • Minimum Top-Up: KES 1,000,000

  • Investment Horizon: Less than 1 year

  • Income Distribution: Monthly

  • Lock-In Period: 6 months

Why Choose Our Investment Solutions

We deliver premium investment solutions built on expertise, transparency, and long-term value:

  • Customer-Centric Investment Solutions – Every investment plan is aligned to your financial goals, risk appetite, and investment horizon.

  • Expert Advisory Support – Our experienced advisors provide professional guidance to help you make informed and confident investment decisions.

  • Diversified Fund Options – We offer a range of funds designed to balance capital preservation, income generation, and growth.

  • Flexible and Accessible Investing – With affordable entry points and flexible top-ups, our solutions suit both individual and institutional investors.

  • Trusted Fund Management Partnerships – We work with reputable fund managers to ensure strong governance, performance, and reliability.

  • Transparent and Reliable Service – Clear reporting, accountability, and consistent support define every stage of your investment journey.