Both savings and investment are critical elements of personal finance and starting early is a great way to set yourself up for long-term financial stability. We guide you through your financial planning process and stay with you to the end to ensure that it comes to fruition

Savings &
Investments

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Life is full of uncertainties. Misfortune can strike any time. If it does, your family May be exposed to hardships, and your property may be put at risk. Insurance combines life cover with investment

Life
Insurance

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Transfer the risk of managing your own retirement money to a third party by paying a lump sum and retire on your own terms, navigate financial uncertainty in retirement, keep pace with the ever-rising costs, and have an income that lasts your household into your 80s, 90s and 100s

Individual
Retirement
Plan

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We understand that our investors need actionable insights on major economic fundamentals to support their investment decisions and long-term objectives. Check out our monthly market reports and insights

Market
Research

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10 years
experience
About Us

We help you save now for a better future

We are licensed by capital markets authority (CMA), Uganda Retirement Regulatory Authority, (URBRA), and Insurance Regulatory Authority, (IRA). We provide savings, investment, advisory and risk management solutions to retail and institutional investors that include saccos and investment clubs, schools, Churches, Informal savings groups, Family businesses, small and large corporations looking to invest working capital or manage cash flows, financial institutions, government and individuals.

Why Choose Us

We help clients to get more

We are committed to helping investors unlock alternative investment opportunities beyond traditional asset classes as well as equipping individual investors with the best practices and solutions to manage their wealth and meeting their personal financial goals

Business Growth
Clients Satisfaction
What We Do

Our Services

Service

Savings & Investments

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Life Insurance

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Individual Retirement Plan

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