Madison is one of the best insurance companies in Kenya. The company offers a list of investment products. Below we summarise some of the product available for Kenyans:
Who is it ideal for?
The fund is suitable for salaried individuals, professionals, entrepreneurs, SACCOs, learning institutions, NGOs, Churches, Law firms, and SMEs, catering to needs like:
- Emergency funds and school fees funds
- Short-term savings goals
- Property and construction funds
- Group and welfare investments
- Business cash flow management
- No entry or exit fee
- No tenor restrictions
- Withdrawals processed in T+1 working day
- Monthly interest distribution
- Initial minimum investment: Kes 5,000 and Minimum top-up: Kes 1,000
The interest rate is between 11% and 15% per year. You can invest as low as Ksh5,000. If you invest Ksh1,000,000 per year,you will earn interest of Ksh110,000 to Ksh150,000.
The Madison Segregated Investment Fund is a personalized investment vehicle where an investor’s assets are held in a designated custody account. With guidance from the fund manager, clients can build a custom portfolio that aligns with their unique investment objectives, including capital protection, growth, and risk tolerance.
Ideal For:
MSIF is designed for high-net-worth individuals seeking a tailored investment strategy that reflects their personal financial goals, including capital growth, risk management, and liquidity needs.
In a segregated fund, the client with the help of the fund manager constructs their own portfolio with an asset allocation matching their specific investment goals. These goals usually include:
- Return (capital protection and growth)
- Risk profiles – (low, moderate, or aggressive risk)
- Liquidity (withdrawals)
- Other investor-specific constraints
Indicative Rate: 9% – 13% p.a.
Why Choose Madison Segregated Investment Fund?
- Personalized Approach: Create a portfolio that suits your specific financial objectives and risk profile.
- Flexibility: Adjust your portfolio based on changing market conditions or evolving goals.
- Competitive Performance: Benefit from returns that are aligned with market rates and your selected investment mix.
- Capital Protection & Growth: Focus on both safeguarding and growing your investment.
- Expert Management: Enjoy the guidance of experienced fund managers to optimize your portfolio’s performance.
How to Get Started:
- Contact Us:
- Email: madisoninvestmentmanagers@madison.co.ke
- Dial: *828# (Airtel/Safaricom)
- WhatsApp: 0741135660
- Invest: Start with a minimum investment of Kes 30M and customize your portfolio with expert guidance.
Key features
- Tailored Investment Strategy: Customized to match the investor’s goals and risk tolerance.
- Portfolio Adjustments: Flexibility to adjust with market changes or evolving financial objectives.
- Competitive Returns: Aligned with market rates, based on the chosen portfolio mix.
- Initial Minimum Investment: Kes 30,000,000
- Minimum Top-Up: Kes 5,000,000
If you are a wealthy individual, invest your money here. You will be 100% sure that your money will be safe.
Why Choose Madison Segregated Investment Fund?
- Personalized Approach: Create a portfolio that suits your specific financial objectives and risk profile.
- Flexibility: Adjust your portfolio based on changing market conditions or evolving goals.
- Competitive Performance: Benefit from returns that are aligned with market rates and your selected investment mix.
- Capital Protection & Growth: Focus on both safeguarding and growing your investment.
- Expert Management: Enjoy the guidance of experienced fund managers to optimize your portfolio’s performance.
he Madison Wealth Special Fund is an investment vehicle designed for high-net-worth individuals, focusing on a high-yielding and well-diversified portfolio of securities. It prioritizes capital preservation, delivers high returns, and provides semi-annual cash flows.
Ideal For:
The fund is perfect for conservative, high-net-worth investors seeking stability and wealth growth, including professionals, SACCOs, churches, learning institutions, NGOs, MFIs, and SMEs.
Key features
- Initial minimum investment: Kes. 1,000,000
- Minimum top-up: Kes. 1,000,000
- Tenor: 6 months and 12 months, renewable
- Withdrawals processed in T+1 working day
- Monthly interest distribution
Effective Annual Returns 13%-15%
Why Choose the Madison Wealth Special Fund?
- High-Yielding Returns: Achieve substantial returns with a diversified portfolio of securities.
- Capital Preservation: Focuses on safeguarding your investment while growing wealth.
- Semi-Annual Cash Flows: Receive consistent cash flow distributions every six months.
- Stability and Growth: Designed for conservative investors seeking wealth growth with stability.
- Professional Management: Managed by expert fund managers to ensure optimal performance.
How to Get Started:
- Sign Up:
- Download the application form from the website
- Use the Madison Self-Service Portal to sign up
- Contact Us:
- Email: madisoninvestmentmanagers@madison.co.ke
- Dial: *828# (Airtel/Safaricom)
- WhatsApp: 0741135660
- Invest: Start with a minimum of Kes 1,000,000 and monitor your growth online.
The Madison Fixed Income Fund is a conservative investment vehicle designed for capital preservation while providing a steady quarterly income and competitive returns. The fund allows investors to invest in fixed-income securities like Treasury Bonds, offering competitive returns without long tenors.
Ideal For:
The fund is perfect for retirees, salaried individuals, professionals, Entrepreneurs, SACCOs, learning institutions, NGOs, MFIs, and SMEs seeking security and regular quarterly income, with medium to long-term capital growth that outperforms inflation.
Key Features
- Minimum investment: Kes. 5,000
• Minimum top-up: Kes. 1,000
• Tenor: 3 months, renewable
• Withdrawals processed in T+1 working day
• Monthly interest distribution
Effective Annual Returns 13%-15%
Why Choose Madison Fixed Income Fund?
- Stable, Competitive Returns: Achieve consistent returns to meet short to medium term financial goals.
- Professional Management: Managed by expert fund managers for optimal performance.
- Capital Preservation: A conservative vehicle designed to safeguard your investment.
- Enjoy flexible access of every 3 months.
- Monthly statements is provided
How to Get Started:
How to Get Started:
- Sign Up:
- Download the application form from the website
- Use the Madison Self-Service Portal to join. Visit the company’s website
- Contact Us:
- Email: madisoninvestmentmanagers@madison.co.ke
- Dial: *828# (Airtel/Safaricom)
- WhatsApp: 0741135660
- Invest: Start with as little as Kes 5,000 and monitor your growth online.
