Japesh Finance Consultancy
Our one-on-one financial consultancy provides tailored solutions. Whether you're an individual looking to gain control over your finances or a business seeking to streamline your financial strategy, Japesh Financial Consultancy is here to guide you with expertise, care, and professionalism.
“Your wealth, our expertise.
Our services are
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Financial consultancy for individuals
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Financial consultancy for Couples
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Financial entrepreneurial consultations
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Portfolio review and recommendations
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Investment advisory
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Local and global investment training
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Retirement planning.
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Legacy building.
How Our Training Works
How It Works
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1. Book a Consultation – Schedule a free discovery call.
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2. Financial Assessment – We analyze your income, expenses, and goals.
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3. Custom Plan – Receive a tailored financial strategy.
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4. Implementation & Follow-Up – We guide you every step of the way.
2 Hours with your financial doctor.
Charges.
1 session Ksh 5,000.
Couples
1 session Ksh 10,000.
Personal Finance Planning goals
Merging finances and setting financial goals together
Managing joint expenses and financial responsibilities
Creating a savings and investment plan for the future
Couples & Family Financial Advisory
Education & child future planning
Estate planning - Wills & Trusts
Managing financial conflicts
Navigating financial challenges in relationships
Retirement planning (pensions, NSSF, personal savings)
Risk management
Tax-efficient strategy
Debt Management
Portfolio & recommendations