Your first units in three steps.
Open your account online in one sitting. Have your ID or passport, your KRA PIN and your bank details beside you.
Choose your fund
Mfalme, Wekeza, Tau or Mufasa. Not sure? Our team can help you choose in one call.
Open your account online
You'll need your ID or passport, your KRA PIN and your bank details. It takes one sitting.
Pay in
By M-Pesa or bank transfer, from the fund's minimum. Your units are bought at that day's price.
After that, top up and withdraw when you choose.
- Top up any time from KES 500, or USD 500 for Tau.
- Withdraw through the portal, paid within 2 business days after any lock-in.
- Track your balance in the portal, with a statement every month.
Questions people ask.
What documents do I need?
Your national ID or passport, your KRA PIN, and the bank account you want withdrawals paid to.
How do I pay in?
By M-Pesa or by bank transfer to the fund's account at I&M Bank, the custodian. The portal shows the reference to use.
Can I open an account for my chama or company?
Yes. Groups and companies apply with their registration documents and signatories. See chamas and groups or institutions.
I'm stuck on a step. Who can help?
Call us on +254 711 221 221 or ask for a call back, and a member of our team will walk you through it.
Unit trusts are investments, not bank deposits. Their value can fall as well as rise, and past returns do not guarantee future ones. Please read each fund's information memorandum before you invest.