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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.

More About Us Ace Financial Advisory

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Our Blog Articles

Introduction to Risk Management

Risk Management has numerous definitions usually based on the context in which it is being discussed among these are: “Risk management is formal process that enables the identification, assessment, planning and management of risk.” [1](Merna and Al Thani 2010) COSO…

Warren Buffet's Wisdom on Hiring, integrity

“Somebody once said that in looking for people to hire, you look for three qualities: Integrity, Intelligence and Energy. And if they don’t have the first, the other two will kill you”. (Omaha World Herald, 1 February 1994) “I want…

THE BUSINESS VALUE SET – RIGHTS AND DUTIES

Ethics, through beliefs and values form the building blocks of organisational behaviour. Values and beliefs are part of the cognitive sub-structure of an organisational culture. Values are intimately connected with moral and ethical codes, and determine what people think ‘ought’…

AN ANALYSIS OF ETHICAL CRITERIA IN BUSINESS DECISION MAKING

ETHICAL CRITERIA: ‘NO DIFFERENCE THEORY’  The law is the most important source for ensuring that consumers receive a fair deal from retailers and manufacturers. The various health and safety laws have ensured substantial improvements in working conditions for employees. Contract…

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