Money Market Fund: 11.9% | Kshs Bond Fund: 11.85% | USD Money Market Fund: 5.16% | USD Bond Fund: 3.97% | Special Money Market Fund: 9.25% | Equity Fund: 11.74% | Last updated: June 16, 2025 – 9:44 AM

Licensed and regulated by
Capital Markets Authority
Retirement Benefits Authority
KES 4 BILLION +
Wealth Creation
MADE EASY
With you through your
FINANCIAL
JOURNEYConverting 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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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.
40
+Billion Assets Under Management
100000
+Trusted Investors
1250
+Cumulative Years of Experience
30
+licensed certifications
70
+Investment Solutions






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“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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