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About Ace Financial Advisory Limited

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.

The Future

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.

Our License

CMA issues Investment Advisor License No. 111 to Ace Financial Advisory Limited

The Directors of Ace Financial Advisory Limited are proud to inform you that the Capital Markets Authority Kenya has issued the company license number 111 of an Investment Advisor . We can assist in capital raising for projects above USD 60 million, personal financial planning, Investment advisory in local and global funds, transaction advisory to buy and sell business and companies, company/business valuation services.