Investment excellence in Kenya
Investment excellence in Kenya
Investment excellence in Kenya

Helping People
Invest Better

We help investors grow wealth through disciplined, research-driven strategies across government securities and the equity markets.

Our Foundation

Building for Kenya's Future

A new kind of investment firm focused on bringing institutional-grade strategies to individual investors in Kenya's capital markets.

2024
Founded

Built for the modern Kenyan investor

CMA Licensed
Regulated & Compliant

Transparent and fully authorized

15+ Years
Combined Experience

Seasoned expertise in capital markets

100%
Client-First

Your success drives everything we do

Nairobi skyline - Point Forty headquarters
Our Location

Based in Nairobi

Operating at the heart of Kenya's financial district, we combine local market knowledge with disciplined investment frameworks to serve our clients effectively.

Kilimani
Cape Office Park, 5th Floor
NSE
Near Stock Exchange
24/7
Market Monitoring

About Point Forty

Point Forty is a CMA-licensed investment management firm based in Nairobi, Kenya, focused on disciplined, data-driven growth for individual and institutional investors.

We provide access to government bonds, fixed income portfolios, and equity markets with transparent reporting and institutional-grade discipline.

Our investment strategies are backed by continuous market analysis and capital raising expertise, with a track record of consistent performance in Kenya's capital markets.

Licensed By
Capital Markets Authority (CMA)
Asset Classes
Fixed Income, Equities
Focus
Long-term capital growth
Our Philosophy

Markets evolve. Principles endure.

We understand that investment success requires well-researched information and thorough due diligence. Our approach combines market analysis with proven strategies to help investors make informed decisions that lead to wealth creation across market cycles.

Disciplined Growth

Systematic approach to capital appreciation through market cycles

01

Risk Management

Balanced portfolios designed to protect and preserve wealth

02

Long-Term Focus

Strategic positioning for sustained investment performance

03

Investment Solutions

Professional investment services connecting you to opportunities in Kenya's capital markets. From government securities to equity investments, we help you build wealth through proven strategies and expert guidance.

Kenya Government Bonds

Investment Solutions

Fixed Income

Direct access to Kenya treasury bonds and bills through our CMA-licensed platform. We facilitate investments in government securities, helping you achieve stable returns with expert guidance on fixed income opportunities that match your investment goals.

Fixed Income Portfolio Management

Portfolio Management

Asset Management

Comprehensive fixed income portfolio management services designed to balance liquidity, security, and returns. Our investment advisors create customized strategies that align with your risk tolerance and financial objectives.

Equities Investment Kenya

Capital Markets

Equity Investment

Access opportunities in the Nairobi Securities Exchange through our equity investment services. We conduct thorough research and analysis to identify companies with strong fundamentals, helping you achieve long-term capital growth.

Our Investment Services

Comprehensive investment solutions backed by research and market expertise. We provide the tools and insights you need to make informed investment decisions.

01

Portfolio Management Services

Professional portfolio management across bonds, fixed income, and equities. Our investment advisors work with you to build diversified strategies aligned with your financial goals.

500+Portfolios Managed
02

Government Securities Trading

KES 2B+Bonds Facilitated
03

Research & Market Analysis

DailyMarket Analysis
04

CMA Compliance & Security

100%Compliant
Portfolio Management Services

Portfolio Management Services

Professional portfolio management across bonds, fixed income, and equities. Our investment advisors work with you to build diversified strategies aligned with your financial goals.

500+
Portfolios Managed
What Sets Us Apart

Our Edge

Our competitive advantage in Kenya's capital markets — built on regulatory compliance, market expertise, and a proven track record of delivering results for our clients.

CMA Licensed & Regulated

Fully compliant with Capital Markets Authority standards.

Research-Driven Approach

Every recommendation backed by thorough market analysis.

Proven Track Record

Consistent performance in Kenya's capital markets.

Client Success First

Your wealth creation is our primary objective.

Core Values

How We Work

The principles that guide everything we do — from picking investments to working with clients.

Transparency & Compliance

Full regulatory compliance with transparent reporting. We provide clear information on all investments, fees, and performance metrics.

100%Transparency

Your Success = Our Success

Research-Backed Recommendations

Built for the Long Term

Transparency & Compliance

Transparency & Compliance

100%Transparency

Full regulatory compliance with transparent reporting. We provide clear information on all investments, fees, and performance metrics.

Institutional Capabilities

We provide a level of service previously reserved for pension funds and banks. Direct market access, tax optimization, and bespoke portfolio construction.

Direct Execution

Primary dealer access to CBK auctions.

Tax Efficiency

Strategies focused on Infrastructure Bonds.

Portfolio Advisory

Tailored duration and yield management.

Yield Calculator

Estimate your semi-annual coupon payments.

Semi-Annual CouponKES 600,000

*Assuming Tax-Free Infrastructure Bond

Investment Strategy

Our Investment Focus

Straightforward investment strategies focused on the opportunities we know best — Kenya's government bonds, fixed income, and select equity markets.

Government Bonds & Fixed Income
Investment Focus

Government Bonds & Fixed Income

Access Kenya's most stable investment instruments with transparent pricing and clear performance tracking for your portfolio.

NSE Equity Opportunities
Market Focus

NSE Equity Opportunities

Curated exposure to quality companies listed on the Nairobi Securities Exchange.

Portfolio Optimization
Our Process

Portfolio Optimization

Continuous monitoring and rebalancing to keep your investments aligned with market conditions.

Risk Management & Compliance
Investment Approach

Risk Management & Compliance

Every portfolio built with CMA guidelines and strict risk controls to protect your capital.

Frequently Asked Questions

Common questions about investment management, portfolio services, and capital markets in Kenya

A CMA-licensed investment firm is authorized and regulated by Kenya's Capital Markets Authority (CMA) to offer investment management services. This licensing ensures compliance with strict regulatory standards, transparency, and investor protection. Point Forty holds a valid CMA license to manage client portfolios in government bonds, fixed income, and equities.

You can invest in Kenya government bonds through a licensed investment firm like Point Forty. We provide access to treasury bonds and bills through a transparent, CMA-regulated platform. Our advisors help you select the right government securities based on your risk tolerance, investment timeline, and yield expectations. The minimum investment varies by bond type, and we guide you through the entire process.

Fixed income investments in Kenya offer stable, predictable returns with lower volatility compared to equities. Benefits include regular interest payments, capital preservation, portfolio diversification, and access to government-backed securities. Fixed income portfolios are ideal for risk-averse investors seeking steady income and those nearing retirement or with short to medium-term financial goals.

Portfolio management in Kenya involves professional oversight of your investment assets by a CMA-licensed firm. At Point Forty, we analyze your financial goals, risk tolerance, and investment timeline to create a customized portfolio mix of government bonds, fixed income securities, and equities. We continuously monitor performance, rebalance allocations, and optimize for risk-adjusted returns while ensuring regulatory compliance.

Minimum investment amounts vary by product type. For government bonds, the Central Bank of Kenya sets minimum purchase requirements. For managed portfolios, we work with clients to establish appropriate investment levels based on their financial goals. Contact our investment advisors in Nairobi for specific minimum investment details tailored to your needs.

Yes, Point Forty provides access to equity investments on the Nairobi Securities Exchange (NSE). Our equity investment services focus on companies with strong fundamentals and sustainable performance. We conduct thorough research and analysis to curate portfolios that target long-term capital growth while managing downside risk in Kenya's stock market.

Perpetual investment strategies are continuous, adaptive approaches to portfolio management that don't have a fixed endpoint. Unlike traditional buy-and-hold strategies, perpetual strategies involve ongoing analysis, optimization, and rebalancing to respond to changing market conditions. This approach ensures your portfolio remains aligned with your goals while capturing opportunities and managing risks across different market cycles.

Point Forty combines institutional-grade analytics with personalized service. We are CMA-licensed, data-driven, and focused on delivering risk-adjusted returns through perpetual investment strategies. Our transparent fee structure, client-first approach, and continuous portfolio optimization set us apart. We specialize in fixed income and equities, offering tailored solutions for both individual and institutional investors seeking long-term capital growth.

Still have questions about investment management in Kenya?

Contact Our Advisors

Begin the conversation

Whether you are a corporate treasurer or a private investor, our team is ready to structure a portfolio that meets your objectives.

Private Wealth

0705 905 905

Institutional Desk

0724 665 887

Email

info@point-forty.co.ke

Request Consultation

POINT FORTY
Get Started

Start your investment journey with us today

Connect with our investment advisors to explore opportunities in government bonds, fixed income, and equities. We'll help you build a strategy that aligns with your financial goals.

Contact Information
Office
Cape Office Park, Kilimani 5th Floor
Business Hours
Monday – Friday9:00 AM – 5:00 PM
SaturdayBy Appointment