Investment Solutions Built Around Your Goals
Comprehensive financial services engineered for corporations, institutional investors, entrepreneurs, and high-net-worth individuals across East Africa.
Book a Strategy Session →Precision Investment Guidance Backed by Data
Most investors make decisions based on incomplete information, emotional bias, or generic advice not calibrated to their actual risk profile and time horizon. Our Investment Advisory service eliminates that uncertainty.
We conduct a rigorous financial assessment, build a bespoke investment thesis, and provide ongoing guidance across equity markets, fixed income, alternative assets, and cross-border opportunities.
What You Receive
- Personalised investment policy statement and risk profile
- Multi-asset portfolio construction with strategic allocation
- Monthly performance reporting and market commentary
- Quarterly strategy reviews with senior advisor
- Access to proprietary market research and investment alerts
- Tax-efficient investment structuring guidance
Active Stewardship of Your Investment Portfolio
Our discretionary and advisory portfolio management service gives you professional, full-time oversight of your investment assets — informed by proprietary quantitative models, real-time market monitoring, and strict risk discipline.
Portfolio Strategies
- East African equity portfolios — NSE, USE, DSE
- Fixed income and money market allocation
- Balanced growth and income portfolios
- Alternative investments and private placements
- Real estate investment portfolio advisory
- ESG-integrated investment mandates
Strategic Access to Growth Capital
We structure and execute bespoke capital raising mandates — connecting ambitious businesses with the right financing at the right terms. From angel rounds to institutional debt facilities, we manage the entire process.
- Equity capital raising and investor relations
- Private placement and rights issues
- Debt structuring and lender negotiations
- Development finance institution (DFI) engagement
- Impact investment and ESG-aligned capital
A Complete Financial Plan That Actually Gets Executed
Comprehensive personal and corporate financial planning that integrates investments, risk coverage, tax efficiency, estate structuring, and retirement adequacy into a single coherent strategy.
- Comprehensive financial health assessment
- Retirement planning and pension optimisation
- Education funding and goal-based saving
- Insurance needs analysis and risk transfer
- Estate and succession planning coordination
From First Conversation to Long-Term Results
Complimentary Discovery Call
A 30-minute conversation with a senior advisor to understand your financial objectives, current position, and most pressing challenges. No charge, no obligation.
Financial Diagnostic Report
We conduct a thorough review of your current financial structure and deliver a written diagnostic identifying opportunities, gaps, and strategic recommendations.
Bespoke Strategy Presentation
A formal strategy presentation covering our recommended approach, projected outcomes, implementation timeline, and fee structure — before you commit to anything.
Frequently Asked Questions
Our investment advisory services begin from KES 2 million for individual investors. For institutional mandates and corporate finance advisory, minimum engagement values vary by service type. We also offer a structured advisory programme for growing SMEs and entrepreneurs. Contact us to discuss your specific situation — we assess each client on their unique potential, not just their current portfolio size.
We operate on a transparent, conflict-free fee structure. Portfolio management fees are charged as a percentage of assets under management (typically 0.8%–1.5% p.a., depending on portfolio size and complexity). Corporate finance advisory fees are project-based or retainer-based, agreed upfront. We do not accept undisclosed commissions or kickbacks from any product providers.
Yes. Omega Capital Ltd is regulated by the Capital Markets Authority (CMA) of Kenya and operates in compliance with applicable financial services regulations across our active markets. Our advisors hold relevant professional qualifications including CFA, ACCA, and CISI credentials. Copies of our regulatory certificates are available upon request.
Absolutely. International investor advisory is one of our growth mandates. We provide market entry intelligence, regulatory guidance, transaction structuring, local network access, and ongoing portfolio monitoring for international institutions, diaspora investors, and family offices seeking exposure to East African equities, fixed income, and private equity opportunities.
Our sector expertise spans banking and financial services, manufacturing, real estate, technology, healthcare, agriculture, infrastructure, retail and consumer, and education. We have completed advisory mandates across all twelve major sectors of the East African economy, giving us a uniquely comprehensive view of cross-sector capital flows and investment dynamics.