Request edit access
PesaPlan - Investing Form
PesaPlan is a FREE personal finance management platform by the Regal Africa Group built to help you create ​wealth through saving and investing. In order for us to be able to advise accordingly, we will require the following information and we will then be able to advise or schedule an appointment,  if you need additional financial advisory services.

We look forward to assisting you on your wealth journey

**We work with eight (8) licensed fund managers and investment banks in Kenya and we offer free advise on how to invest with them and we assist with the opening up of the investment accounts, for any additional financial advisory services we charge for our expert advice.

For any questions you can contact us at 0714009065  or info@regalafrica.co.ke
Sign in to Google to save your progress. Learn more
Email *
Name *
Phone number (Include your country code) *
Investment Amount *
How often will you invest ? *
How long will you be investing for (Time Horizon) *
What is kind of investments are you looking for and what is your investment risk tolerance ? *
What is your monthly income in (Ksh) ? *
Do you have a Personal Finance Management Plan *
Do you have a  Financial Advisor ? *
What are you saving towards ? *
Required
What investments do you currently have? *
Required
Are you interested in the following Real Estate Investing options  *
Required
Next
Clear form
Never submit passwords through Google Forms.
This form was created inside of Regal Africa.

Does this form look suspicious? Report