Investment Solutions in Kenya

Building wealth in Kenya requires strategic investment planning and professional guidance. Axis Direct Insurance offers comprehensive investment solutions designed to help Kenyans grow their money while managing risk. From unit trusts for everyday investors to sophisticated wealth management for high-net-worth individuals, our investment products provide opportunities for financial growth across all economic segments of Kenyan society.

Unit Trusts

Diversified Investment Growth for Every Kenyan

Access professionally managed investment portfolios through our unit trust funds. Choose from money market, balanced, equity, and bond funds to match your risk profile and investment timeline.

Key Benefits:

• Professional fund management
• Diversified investment portfolio
• Liquidity and flexibility
• Low minimum investment amounts
• Regular income options

Ideal For: First-time investors, savers seeking better returns, retirement planners, individuals and businesses seeking investment growth

Private Wealth Management

Exclusive Financial Services for High Net Worth Individuals

Personalized wealth management services for affluent Kenyans. Comprehensive financial planning, investment management, and estate planning services tailored to your unique financial situation.

Key Benefits:

• Dedicated relationship manager
• Customized investment strategies
• Estate planning services
• Tax optimization strategies
• Exclusive investment opportunities

Ideal For: High net worth individuals, successful business owners, established entrepreneurs, senior executives, family offices

USD Fixed Income Fund

Foreign Currency Investment Opportunities

Invest in US Dollar-denominated fixed income securities to diversify your portfolio and hedge against local currency fluctuations while earning regular income in hard currency.

Key Benefits:

• Foreign currency exposure
• Regular income generation
• Professional management
• Lower volatility than equity investments
• Currency hedging benefits

Ideal For: Sophisticated investors, businesses with USD income, export businesses, investors seeking currency diversification

Trust Services

Comprehensive Estate and Wealth Management

Professional trust services for estate planning, wealth preservation, and succession planning. Ensure your legacy is protected and transferred according to your wishes with expert guidance.

Key Benefits:

• Estate planning and management
• Succession planning for businesses
• Tax-efficient wealth transfer
• Professional trustees
• Multi-generational wealth planning

Ideal For: Wealthy families, business owners planning succession, multi-generational wealth planning, individuals with complex estates