Support for every step of your investing journey

Guidance and assistance with opening a Central Depository System account for investing in shares listed on the Nairobi Securities Exchange.

• ✓Document checklist (ID, KRA PIN)
• ✓Help choosing a licensed broker
• ✓Step-by-step application support

Personalised consultations to help you understand investment options, risks, and financial goals.

• ✓Pick your date and time
• ✓Pre-session goals questionnaire
• ✓Discussion of risks and options

Review of your investment questions, ideas, or portfolio, with feedback on risks and areas to investigate.

• ✓Submit holdings or questions
• ✓Written risk-focused feedback
• ✓Suggested areas for further research

Guidance on building a diversified portfolio across shares, money market funds, T-Bills and T-Bonds, matched to your goals and comfort with risk.

• ✓Goals and risk questionnaire
• ✓Suggested asset mix with reasoning
• ✓Written plan you can act on

The Investment Series by Felix Siangu — four practical PDF guides for Kenyan investors, from safe savings to derivatives.

• ✓Instant preview
• ✓4 PDF books by Felix Siangu
• ✓Beginner-friendly language