Ace Financial Advisory Limited is licensed as an Investment Advisor by the Capital Market Authority in Kenya, License No 111.
The Investment Advisory Services currently provided include:-
Personal Financial Planning using equity securities, fixed income securities, unit trusts, mutual funds, insurance products for protection in event of sudden death, retirement plans including corporate pension plans and individual pension plans, medical cover to protect against unforeseen expenses due to illness, and savings or borrowing for home ownership. NB: The sale of insurance products is provided through Mohamed Ebrahim Insurance Agencies, registered by the Insurance Regulatory Authority license no IRA/05/33229/2018.
Corporate Finance, Advising on structuring and raising equity and/or debt capital , including, support while Raising Finance/Capital, Share/Business Valuation and Buy/Sell Due Diligence services, Investment and Commercial Arbitration, Transaction Advisory, Sukuk issuance advisory for both Public Sector (County and National Government) and Private Sector.- (Corporate and Social Entities). Our focus is on the SME segment.
We can assist in sourcing financing for Capital projects minimum USD 60 million in conjunction with MARLBOROUGH FINANCIAL SERVICES.
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.