About Ace Financial Advisory Limited

Ace Financial Advisory Limited has obtained an Investment Advisor licence from the Capital Market Authority in Kenya.

The services currently provided include  Personal Financial Planning, Corporate  Finance including, support while Raising Finance/Capital, Share/Business Valuation and Buy/Sell Due Diligence services, Investment and Commercial Arbitration, Transaction Advisory, Sukuk advisory for both Public Sector (County and National Government) and Private  Sector.- (Corporate and Social Entities). Our focus is on the SME segment.

We have a medium term objective of being licensed as Fund managers and REIT Manager’s offering both Islamic Sharia Compliant, REIT’s and Conventional REIT’s, Various types of Mutual Funds/Unit Trusts in both the conventional and Islamic Sharia compliant genre,  after being appropriately licensed by the Capital Markets Authority in Kenya.

Services

Currently

  • Business and Company Share Valuation
  • Integrated Personal Financial Planning
  • Finance and Capital Raising support
  • Due diligence in buying/selling businesses
  • Arbitration in Commercial and Investment disputes
  • General business financial structuring advice and support.
  • Advice National & County Government in raising finance via Sukuk
  • Promote Financial Products of reputed Financial Services companies.
  • Wealth Management and Personal Financial Planning for Individuals and SME owners, using existing Islamic Home Finance, Life, Accident and health Takaful, and investment products.

In future

  • Manage Contracted out NSSF Tier II Funds
  • Promote Companies to list on NSE, especially GEMS segment
  • Fund Management for RBA approved Retirement Benefit Plans
  • Set up and manage Islamic Sharia Compliant Collective Investment Schemes like Unit Trust, Mutual Funds.
  • Promote Islamic Real Estate Investment Trusts.

Senior Management Expertise

  • CPA Mohamed Ebrahim, MBA (Manchester), M.CIArb, MCSI and CPA Ahmed Salyani  are practicing auditors and register tax agents and are partners in Ace Associates – Certified Public Accountants a Member firm of McMillan Woods Global both have over 20 years experience in auditing, accounting and financial management.
  • Bilal Musani, ACCA, A.CIArb.  is a director in Ace Financial Advisory Limited and Ace Taxation Services Limited and has over 7 years experience in Accounting and Tax.
  • The CEO is CPA Mohamed Ebrahim’s who’s MBA dissertation from the University of Manchester, was on Risk Management in Islamic Financial Institutions, is a  Member of the Chartered Institute of Securities and Investment (UK) and is Certified Islamic Finance Executive  and Advanced Certified Islamic Finance Executive in Islamic Accounting- CIFE/ACIFE designation holder from Dubai based Ethica Institute of Islamic Finance. He also hold a Bachelor of Arts degree in Sustainable Performance Management from the Manchester Metropolitan University. He also holds the Certificate of Proficiency in Insurance in Kenya, to enable him act as an Insurance Agent. He is currently a Doctoral Student at the Edinburgh Business School, in the research phase.

CMA Investment Advisor Licence AFA

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