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SACCO and investment group advisory

Support for SACCOs, chamas and investment clubs that want their money managed with the same discipline as an institution.

Governance first

We help write the investment policy statement, define approval thresholds, separate roles and set the reporting calendar. Most group losses trace back to weak governance rather than bad markets.

Portfolio allocation

Allocations balance member liquidity needs against long term growth, usually across treasury instruments, money market funds, listed equities and selective property.

Member reporting and dividends

We build simple statements members can understand, model dividend scenarios before declaration and flag any liquidity gap early enough to fix it.

Frequently asked questions

How large must a group be to work with you?

We work with groups from ten members upwards, including chamas formalising their structure for the first time.

Can you review our existing investment policy?

Yes. A policy review and gap report is a common first engagement and takes about two weeks.

Do you help with member disputes?

We help with the structures that prevent them, such as clear rules on exits, valuations and approvals. Legal disputes go to your advocate.

About Kevlar Bosuben Ventures

Kevlar Bosuben Ventures is a Nairobi based business and financial advisory team. Advisory, coaching and education only. We do not hold client funds or earn product commissions. Contact +254 708 074 285 or kevlarbosubenventures@gmail.com.