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.
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.
Together with our partners, we’re contributing to a future financially Stable and independent generation.
Who We Serve
Individual investors; looking to set up emergency accounts, as well as saving up for their long-term financial goals.
SMEs, Churches and schools. looking to invest working capital and manage cash flows.
Saccos and Investment clubs; looking to invest the reserves to generate income and create value for their members by ensuring dividend payments.
HNI’s and Family business; looking to preserve wealth through tax efficient investments.
People in retirement; looking for safe investments to preserve their retirement funds while ensuring a relatively stable monthly income.