
Managing Investments Groups or Chamas requires careful coordination, transparency and a robust understanding of financial and group dynamics.
Our Chama or Group management services are designed to support the smooth operation and success of your investment group.
We assist in establishing Chama or Group structures that are well-organised and tailored to meet the specific goals of your members. This includes drafting constitutions, rules and regulations, setting up operational guidelines and defining roles and responsibilities.
Financial record-keeping, ensuring that contributions and investments are accurately tracked and reported. This includes managing accounts, reconciliation of accounts, budgeting and providing regular updates
Organise and facilitate meetings including minute-taking and documenting decisions made
We provide access to digital platforms that make managing your Chama more efficient, including financial tracking systems
We ensure that the chama or group operate within the legal framework including, registration, tax compliance and adherence to regulatory requirements
Assisting with strategic planning, market research, and process optimization to support long-term goals and enhance member experience