Our Services

Investment Advisory

Our investment advisory services focus on optimizing returns while managing risk in line with clients’ objectives and risk appetite. We provide end-to-end investment support, including:

• Investment and portfolio analysis and risk management
• Surplus fund investment strategies
• Development of Investment Policy Statements (IPS) for SMEs, institutions, and individual investors
• Listed securities research
• These services enable disciplined investment decision-making, portfolio diversification, and long-term wealth creation.

Business Advisory

We support businesses at various stages of growth by offering strategic and financial advisory solutions aimed at enhancing performance and resilience. Our services include:

• Business plan development
• Financial forecasting and modeling
• Risk monitoring and business performance assessment
• Financing and cost of capital analysis
• Strategic plan development
• Financial due diligence services
• Business Valuation & transaction support
• Capital raising & financing

Our business advisory services help clients strengthen strategic planning, improve financial sustainability and manage operational risks.

Tax Advisory

We provide comprehensive tax advisory services to ensure compliance, efficiency and effective dispute resolution. Our tax services include:

• Corporate tax
• Value Added Tax (VAT)
• Excise tax
• Customs and international trade advisory
• Tax training and capacity building
• Assistance with KRA audit support services and tax dispute resolution
• Tax due diligence

Our approach combines regulatory compliance with proactive tax planning to manage exposure and enhance value.

Fractional CFO Services

Our Fractional CFO services provide senior-level financial leadership without the cost of a full-time CFO. We support organizations through:

• Financial planning and strategy
• Cash flow management
• Budgeting and forecasting
• Financial risk management
• Fundraising and investor support

Our Fractional CFO services provide senior-level financial leadership without the cost These services strengthen financial governance, improve decision-making and support business growth and capital raising.

Real Estate Management

Our real estate advisory and management services are structured to maximize asset value and cash flow efficiency. We provide:

• Rent collection and property management
• Real estate development advisory
• Reinvestment of surplus funds

Our real estate advisory and management services are structured to maximize asset These services support efficient property management, informed development decisions and optimal deployment of capital.

Research Services

Market research, feasibility studies, economic analysis, and data-driven decision support. Our research practice delivers actionable insights grounded in rigorous methodology.

Training & Capacity Building

Custom training programs in finance, governance, leadership, and industry-specific skills. We design and deliver learning experiences that build organizational capability and drive performance.