Wealth Management Fund

Wealth management is the utilization of processes, services and products designed to grow, protect, utilize and spread one’s wealth. It is a consultative process aimed at meeting the needs and wants of affluent clients by providing the appropriate financial products and services. Wealth management entails coordinating a team of experts to address the needs and wants of affluent clients

Features of Wealth Management Fund:

  • Well Diversified, low risk fund.
  • Fixed Investment periods i.e. 3, 6 and 12 months.
  • Return is competitive and higher than comparable KES bank deposits.
  • Funds are availed within 48 working hours of withdrawal request.
  • Premature liquidation in the event of emergency is allowed subject to a penalty of 3% reduction on the interest.
  • Minimum initial investment amount – Kes 1,000,000 Minimum top-up amount – Kes 500,000
    Current Rates
    3 Months-8.5% P.A
    6 Months -8.5% P.A
    9 Months-8.5% P.A

Documents required for Company Group Investment:

  • Filled in individual application form
  • Copy of ID/Current Passport
  • Copy of PIN
  • Proof of bank details: ATM Card Copy or, Bank statement not more than 3 months old or, Cancelled cheque leaf or, certified letter from the bank confirming bank details.
  • Proof of Residential Address: Utility bill not more than 3 months old (Water or Electricity Bill) or a filled in
  • Address Verification Letter provided by Britam Investment Cheque or Deposit slip in the correct Fund.
  • Investment Cheque or Deposit slip in the correct Fund.

Documents required for Company/Group Investment

  • Filled in company application form.
  • Certificate of Incorporation Copy.
  • Resolution/Mandate authorizing the investment: Either minutes of a meeting or letter showing that the entity is authorized to invest.
  • Copy of PIN of the organization.
  • Proof of bank details: Bank statement not more than 3 months old or, Original Cancelled cheque leaf or, certified letter from the bank confirming account details.
  • Investment Funds cheque or deposit slip in the correct fund.
  • Copy of ID/Current Passport for Authorized Representatives.
  • Proof of Residential Address for Authorized Representatives.

what our customers say

Jane Wacuka

Triptrek LTD

Director

Efficient and Trustworthy:

It is always difficult to decide on an insurance brokerage company in Kenya based on two factors; Trust and Efficiency. Majani Insurance Brokers have demonstrated efficiency and have built a history of trust with their customers and I am glad to be one of them. With their various insurance covers, they have been instrumental in the growth of our company and its portfolio.

Mark Oloo

Farmer

Farm Insurance

Compensated on Time:

Waiting for compensation from insurance firms can be extremely challenging, and the duration it takes can be heartbreaking for most individuals, that is certainly not the case with Majani Insurance Brokers. They ensured that I was compensated on time and got me back on my feet within no time.

We Work With the Best Insurance Companies in Kenya

Whichever insurance company you choose you are guaranteed of superior customer support. We ensure that your claims get paid on time when you need them.