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Aluma Capital (Pty) Ltd is a registered Financial Services Provider (FSP 46449) in terms of The Financial Advisory and Intermediary Services Act (37 of 2002)

Join Aluma as an Independent Advisor

Aluma Capital highly values independent financial advisors and the value they add to their clients’ financial wellness through sound advice.

Join Aluma as an Independent Advisor

Aluma Capital highly values independent financial advisors and the value they add to their clients’ financial wellness through sound advice.

Why we want to partner with you

Aluma Capital highly values the role that independent financial advisers play in treating their clients fairly and providing professional financial advice. We believe that everyone should have access to Private Equity investments, not just high-net-worth individuals and large international institutions. Your clients can now start investing with a minimum of R100,000.

Our goal is to deliver above-average returns through investments in high-growth industries and unique opportunities. We focus on businesses with a higher probability of superior performance or those operating in niche markets. Our investment portfolio spans multiple sectors to ensure optimal returns while managing your clients’ risk.

At Aluma, our team carefully selects investments based on our strategy, assets, and geographic considerations. Our Private Equity Fund consistently delivers returns well above our annual hurdle rate of 13.2%, while our Fixed Portfolio offers annual returns of 12.6% with a 100% Bank Guarantee on your clients’ capital. These returns are net of fees and placement fees.

Private Equity returns are often uncorrelated with market performance and independent of systematic market volatility, providing an additional layer of diversification for your clients’ portfolios.

Benefits to the Independent Financial Advisor

Access to Administrative Support Staff
Aluma Capital offers IFAs dedicated administrative support, boosting efficiency and focus.
Competitive Commission Structure
IFA’s earn competitive commissions, including 5% on Private Equity transactions and 3% on Fixed Portfolio products.
Early Access to New Company Products
IFAs get early access to new products, enhancing their marketing and sales opportunities.
Access to the Aluma Broker Portal
IFA’s access Aluma Capital’s portal for seamless portfolio management and product updates.

Investment Products

  • Private Equity Growth

    13.2% per annum
    5 years term with R100,000.00 minimum capital
  • Private Equity Income

    13.2% per annum
    5 years term with R100,000.00 minimum capital
  • Private Equity Flexi Access

    9.3% per annum
    12 Months term with R100,000.00 minimum capital
  • Fixed Income & Growth Portfolio

    12.6% per annum
    5 Years term with R100,000.00 minimum capital with 100% capital protection from on of SA’s leading banks

Benefits to your Clients

Impressive Performance Rates
Aluma Capital offers competitive hurdle rates of 12.6% and 13.2% for clients, ensuring significant growth opportunities on investments.
Income or Growth on Capital
Choose between income or growth options tailored to your financial goals and preferences, aligning your investment strategy for optimal results.
Annual Income Bonus on Capital over R1m
Get a 1% annual bonus on investments over R1 Million, giving clients an extra return on their capital each year.
100% Capital Guarantee on Investment
Clients enjoy a 100% Capital Guarantee from a leading South African Bank, ensuring the protection of their initial investment with Aluma Capital.

Interested in joining Aluma or learning more about our products?

Join Aluma today to offer your clients the best investment opportunities and achieve above-average returns.

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