Investment Services Built for the Kenyan Market
From real-time trade signals to comprehensive portfolio optimization, our services are designed to help you succeed on the Nairobi Securities Exchange.
Buy & Sell Recommendations
Our flagship advisory service delivers actionable buy and sell signals backed by rigorous fundamental and technical analysis. Every recommendation comes with detailed rationale, entry points, price targets, and stop-loss levels — so you can act with confidence and clarity.
- Real-time alerts delivered via SMS, email, and WhatsApp
- Detailed investment thesis for every recommendation
- Clear entry price, target price, and stop-loss levels
- Coverage across all NSE sectors — banking, telco, manufacturing, energy
How It Works
Our quant models scan 65+ NSE-listed securities daily for technical and fundamental signals
Senior analysts perform deep-dive research including earnings models, peer comparison, and macro overlay
High-conviction calls are packaged with full rationale and delivered to you in real-time
We track every open position and issue updates, target revisions, or exit signals as conditions change
Market Timing Strategy
Markets move in cycles, and timing matters. Our market timing service leverages proprietary models that analyze macroeconomic indicators, CBK monetary policy, sector rotation patterns, and global catalysts to identify the optimal windows for building or reducing equity exposure.
- Proprietary market cycle indicators tuned for the NSE
- CBK monetary policy impact analysis and rate forecasts
- Sector rotation strategy aligned with economic phases
- Global catalyst screening — Fed policy, oil prices, FX trends
How It Works
Continuous tracking of 50+ macro indicators including GDP, inflation, CBK rates, FX flows, and global risk appetite
Our proprietary models process the data to generate market regime signals — bullish, neutral, or defensive
We translate signals into actionable allocation shifts across sectors and asset classes
Clients receive clear, jargon-free guidance on how and when to adjust their portfolios
Portfolio Review & Optimization
Whether you've built your portfolio over decades or are just getting started, our optimization service delivers a thorough health check. We evaluate diversification, sector concentration, risk exposure, and performance attribution — then provide a clear roadmap to align your portfolio with your goals.
- Complete portfolio diagnostic with risk-return attribution
- Diversification analysis across sectors, market cap, and asset classes
- Concentration risk identification and mitigation recommendations
- Tax-efficient restructuring to minimize capital gains liability
How It Works
We map your entire portfolio — equities, bonds, money market, SACCOs, real estate — into a unified view
Quantitative analysis reveals concentration risks, underperformers, sector imbalances, and missed opportunities
A customized optimization plan with specific trades, rebalancing targets, and timeline
Quarterly check-ins ensure your portfolio stays aligned as markets evolve and life circumstances change
One-on-One Investment Consultation
Every investor's journey is unique. Our consultation service pairs you with a dedicated senior advisor who takes the time to understand your financial situation, risk tolerance, time horizon, and aspirations. Together, we craft a personalized investment strategy that grows with you.
- Dedicated senior advisor assigned to your account
- Comprehensive financial needs assessment
- Goal-based investment planning — retirement, education, wealth transfer
- Risk profiling with customized asset allocation
How It Works
A 60-minute session to understand your complete financial picture, goals, constraints, and aspirations
Your advisor crafts a bespoke investment plan with detailed asset allocation, product selection, and milestone targets
We guide you through executing the plan — account setup, initial trades, and documentation
Ongoing quarterly reviews, market updates, and strategy adjustments as your life and the markets evolve
Packages for Every Investor
Whether you're just getting started or managing a large portfolio, we have a plan that fits your needs and budget.
Starter
For new investors getting started on the NSE
- Weekly buy/sell recommendations
- Market outlook newsletter
- Email support
- Investor education resources
Professional
For active investors seeking comprehensive advisory
- Real-time buy/sell alerts (SMS + email)
- Full market timing signals
- Quarterly portfolio review
- Dedicated advisor access
- Priority support
Premium
For HNW individuals and institutional investors
- Everything in Professional
- Monthly 1-on-1 strategy sessions
- Custom portfolio construction
- Tax optimization guidance
- Direct CIO access
Not Sure Which Service Is Right for You?
Book a free consultation and our team will recommend the perfect package based on your goals, budget, and experience level.