Etica Capital Limited (ECL) is a Kenyan wealth tech company redefining retail and sophisticated investing through technology. The Etica Special Wealth Fund allows investors with a medium-term horizon to access a diversified portfolio of treasury securities, corporate instruments, and other regulated investments.
Etica Capital is regulated by the Capital Markets Authority (CMA), ensuring your investments are secure and professionally managed.
Etica Special Wealth Fund Overview
The Etica Special Wealth Fund targets sophisticated investors seeking medium-term growth with moderate risk. The fund invests in a wide range of securities to provide attractive returns while managing risk.
Key Features:
- Minimum Investment: KES 1,000,000
- Top-up: KES 500,000
- Risk Profile: Moderate
- Benchmark: Average 182-day T-bill +2% p.a.
- Management Fees by Class:
- Class A (6 months): 1.80% p.a.
- Class B (9 months): 1.65% p.a.
- Class C (12 months): 1.50% p.a.
Benefits of Etica Special Wealth Fund:
- Competitive returns above money market instruments
- Compounded daily for faster growth
- Regulated by CMA with trustee oversight for investor protection
- Well-diversified portfolio across treasury and corporate instruments
How to Access Etica Special Wealth Fund
Investors can access the fund through:
- Etica Mobile App (iOS and Android)
- Web Portal on www.eticacap.com
- Manual/Physical Application Form
KYC Requirements for Etica Special Wealth Fund Accounts
Individual/Joint Accounts:
- National ID/Passport copy
- Recent coloured passport photo
- Tax certificate or equivalent
Minor Accounts:
- Parent/guardian ID and photo
- Birth certificate of minor
- Parent/guardian tax certificate
Sole Proprietorship:
- Business registration certificate
- Proprietor ID and photo
- Tax certificate
Self-Help Groups / Welfare Societies:
- IDs and photos of each signatory
- Committee resolution approving account opening
- Approved signatories list and constitution
- Registration certificate
Partnerships:
- Partner IDs and photos
- Partnership agreement/deed
- Written approval from partners
- Registration certificate
Corporate / Institutional Accounts:
- Director IDs and photos
- Memorandum & Articles of Association
- Board resolution approving account opening
- Registration certificate & CR12 of ultimate beneficial owners
How to Apply and Fund Your Etica Special Wealth Fund Account
Step 1: Open an Account
- Register via the Etica App, web portal, or manual form.
Step 2: Submit KYC Documents
- Provide documents based on your account type (see above).
Step 3: Fund Your Account
Payment Options:
- Bank Transfer:
- Account Name: Etica Unit Trust Collection Account
- Account Number: 0180283951027 (KES)
- Bank: Equity Bank Kenya, Community Supreme Branch, Code 018
- M-PESA:
- Paybill Number: 4096483
- Account Number: Your member number
- Pesalink:
- Deposit via bank app or USSD; funds reflect instantly in your Etica account
- Equity Bank Channels:
- Agents, USSD *247#, and branches using Biller Number 919292 and member number
Once funded, the investment is immediately visible in your Etica App and web portal.
Contact Details
- Phone: +254 769 999 666 / +254 111 055 650
- Email: fundops@eticacap.com
- Office: Allamano Centre, Consolata Shrine, Westlands, Nairobi
- Website: www.eticacap.com
Key Takeaways
- Start investing in Etica Special Wealth Fund from KES 1,000,000
- Medium-term, moderate-risk investments with attractive returns
- Daily compounding accelerates growth
- CMA-regulated with trustee oversight ensures safety
- Access and fund your investment via M-PESA, bank, Pesalink, or Equity Bank channels
