About Jalia Advisory & Intermediaries
Welcome to Jalia Advisory & Intermediaries, your trusted partner in investment planning and strategy. We are dedicated to empowering investors to meet their goals with tailored investment solutions.
OUR MISSION
To empower our clients with sound financial guidance, helping them achieve their long-term goals and secure their financial future. We are committed to providing personalized, transparent, and ethical advice, tailored to each client's unique needs. Our team of experienced professionals strives to deliver exceptional service, foster trust, and build lasting relationships. Through prudent investment strategies, rigorous research, and unwavering integrity, we aim to be the trusted partner our clients rely on for financial success.
OUR VISION
To work together with groups and families as they strive to achieve their financial objectives by providing financial planning and investment management services. We believe in building longterm relationships with our clients based on trust, honesty, and integrity. Our goal is to help families achieve their financial goals and secure their financial future.
OUR VALUES
At JAI, a steadfast commitment to quality, reliability, and ethics is core to our approach to investment advisement. These help us meet our clients’ expectations, fostering long-term relationships built on trust. Providing reliable investment advice requires a deep understanding of the market and an unwavering dedication to the client's best interests. We strongly believe that investments, when made secure and reliable, become the bedrock upon which people can build a prosperous financial future. Above all, ethical practices ensure that every transaction and interaction is conducted with integrity, securing not just finances but also the confidence and respect of clients.
WHAT
WE OFFER
Tailored Investment Advice
Tailored strategies for individuals and medium-sized businesses seeking to optimize their investment portfolios1.
Market Research & Investment Management
Cutting-edge insights and hands-on management for savvy retail investors.
Capital Raising Solutions
Strategic support for SMEs and startups looking to secure private equity, venture capital, or debt financing.
OUR
APPROACH
We believe in a client-centric approach, where your financial aspirations drive our advisory services. Our team of seasoned investment professionals is committed to delivering:
Investment Strategies
Customized investment strategies aligned with your unique circumstance.
Transparency
Investment Risk Management
A commitment to excellence in investment risk management.
Join Our Journey
Embark on your investment journey with Jalia Advisory & Intermediaries, where your financial success is our mission. Let us help you achieve your investment objectives with confidence and
peace of mind
Leadership Team
Eric Karimi
Executive Director
Eric Karimi brings 13 years of experience in investment management, working with clients such as corporate investors, high-net-worth individuals, and unit trusts. His career includes significant roles at Britam Asset Management, UAP Investments, and Old Mutual Investment Group. Eric's expertise in managing diverse investment portfolios and his strategic approach to client relations have consistently driven growth and success. His deep understanding of the financial markets, combined with his ability to identify and capitalize on investment opportunities, makes him a key asset to Jalia Advisers.
Justus Kariuki
Director of Business Development
Justus Kariuki has over 15 years of experience in the financial sector, marked by leadership and business development roles in market-leading companies such as Sanlam and Old Mutual. His tenure has seen a significant increase in funds under management, a testament to his strategic approach to business growth and opportunity identification. With a solid educational foundation in Banking and Finance and professional accreditation as a Certified Investment Financial Analyst, Justus has navigated various high-stakes roles with notable success. His proficiency in sales strategies, customer relationship management, and risk analysis has propelled the companies he has worked with to new heights, solidifying his reputation as a catalyst for success in the competitive world of fund management. His strong leadership skills, extensive networks, and ability to build strong relationships with key players make him a valuable asset to the company.
Dr. Kariuki Peter Murage
Director of Offshore Markets
Dr. Kariuki Peter Murage is a seasoned investor with a high net worth and a passion for investments. His private wealth portfolio encompasses both passive and active investment strategies in assets such as mutual funds, stocks, bonds, and ETFs in the US, as well as real estate, bonds, and bank deposits in Kenya. He currently serves as the Director of Jakari LLC, a private real estate investment firm focusing on the low and middle-income rental sector. Strategically based in the United States and holding dual citizenship (USA/Kenya), Dr. Murage is an invaluable asset to Kenyan clients seeking investment opportunities in the US, and vice versa. In addition to his investment expertise, Dr. Murage is a highly accomplished general surgeon and director with extensive technical experience. His leadership is demonstrated by his role as Chairman of the Surgery Department at Franciscan Health Indianapolis, where he oversees critical decision-making processes and implements innovative practices. His affiliations with prestigious organizations, such as the American College of Surgeons and the American Medical Association, underscore his commitment to excellence and leadership.
Our Partners
