Special Money Market Fund: 8.25% | Kshs Bond Fund: 12.05% | USD Money Market Fund: 4.99% | USD Bond Fund: 4.31% | Money Market Fund: 10.53% | Equity Fund: 13.53% | Private Debt Special Fund: 9.5% | Last updated: December 6, 2025 – 2:44 AM
  • Wealth Creation

    MADE EASY

  • With you through your

    FINANCIAL
    JOURNEY

  • Converting your money

    TO WEALTH

what we offer

Investment Shaped solutions

We provide tailor-made financial solutions to our clients, empowering them to manage their finances in the most efficient manner to build their wealth.

Invest

Financial Advisory


We aim to ensure our investors receive maximum returns from the investments chosen.

Collective Investment Schemes (Unit Trusts)


Our team of Certified Financial Planners are dedicated to designing personalized strategies that fit your financial goals.

Retirement Planning


We are committed to helping you reach your retirement goals and live the life you’ve always wanted.

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Achieve

our benefits

Why Choose Us?

We give you access to personal financial advice, high-quality investment opportunities and relevant market insights that help you build a future for those you value as we establish close long-term working relationships.

We are here to deliver investment services using technology and tools to help millions meet immediate needs, build wealth, and retire securely.

20
+

Billion
Assets Under Management

50000
+

Trusted
Investors

1250
+

Cumulative
Years of Experience

30
+

licensed
certifications

70
+

Investment
Solutions

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Start your journey to
financial freedom today ​

“If you don’t find a way to make money while you sleep, you will work until you die.”

~ Warren Buffett

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