Professional Investment Management in South Africa

Join over 12,000 investors who trust InveStra SA with their financial future. Our FSCA-regulated platform offers diversified portfolios, expert management, and transparent reporting to help you achieve your investment goals.

FSCA Regulated Since 2018
12,500+ Active Investors
R850M+ Assets Under Management
Bank-Level Security Protocols

Trusted Investment Platform

InveStra SA has established itself as a leading investment platform in South Africa, combining regulatory compliance with innovative investment solutions.

5+ Years
Market Experience
98.7%
Client Retention Rate
24/7
Portfolio Monitoring
R850M+
Assets Managed

About InveStra SA

Founded in 2018, InveStra SA was established by a team of financial experts with a shared vision: to make professional investment management accessible to all South Africans.

Our Mission & Vision

Our mission is to empower South Africans to build sustainable wealth through intelligent, diversified investments. We believe that everyone deserves access to professional financial guidance, regardless of their investment size.

We combine traditional investment wisdom with modern technology to create portfolios that are both robust and responsive to market conditions. Our approach is grounded in thorough research, disciplined risk management, and a long-term perspective.

As an FSCA-regulated financial services provider (FSP No. 46670), we adhere to the highest standards of compliance, transparency, and client protection.

Key Statistics

12,500+
Active Investors
R850M+
Assets Under Management
15+
Financial Experts
99.5%
Uptime Reliability

Why Choose InveStra SA

We combine financial expertise with cutting-edge technology to deliver superior investment outcomes for our clients.

Diversified Portfolios

Our expert-curated portfolios spread risk across multiple asset classes including equities, bonds, property, and cash equivalents across South African and global markets.

Expert Management Team

Your investments are managed by a team of CFA charterholders and certified financial analysts with an average of 12+ years of investment experience.

FSCA Regulated & Secure

We're fully regulated by the Financial Sector Conduct Authority (FSP 46670) and employ bank-level security protocols including 256-bit SSL encryption and segregated client accounts.

Transparent Fee Structure

No hidden charges or performance fees. Our management fees range from 0.5% to 1.0% annually, depending on your portfolio selection, with no entry or exit fees.

Investment Portfolios

Choose from our constructed investment portfolios designed to match different risk profiles and financial goals. All returns are projected based on historical performance and are not guaranteed.

Conservative Portfolio

From R50
4-10% Projected Annual Return
Minimum Investment R50
Asset Allocation 70% Bonds, 30% Equity
Recommended Term 1-6 Months
Management Fee 0.5% p.a.
Risk Level Low to Moderate
Ideal for Capital Preservation & Short-Term Goals
Select Portfolio

Growth Portfolio

From R2,000
10-15% Projected Annual Return
Minimum Investment R2,000
Asset Allocation 20% Bonds, 80% Equity
Recommended Term 2+ Years
Management Fee 1.0% p.a.
Risk Level Moderate to High
Maximum Growth Potential for Long-Term Wealth Creation
Select Portfolio
FSCA Regulated (FSP 46670)
Segregated Client Accounts
Monthly Performance Reports
Dedicated Client Support

Our Investment Process

A straightforward, transparent approach to growing your wealth with professional guidance at every step.

1

Consultation & Planning

We assess your financial goals, risk tolerance, investment horizon, and current financial situation to create a personalized investment strategy aligned with your objectives.

2

Portfolio Construction

Our expert team builds a diversified portfolio using rigorous research and analysis, selecting assets that match your risk profile and our market outlook.

3

Ongoing Management & Reporting

We continuously monitor market conditions, rebalance your portfolio when necessary, and provide monthly performance reports and quarterly reviews.

R50,000 Investment
Projected 5-year value: ~R80,500

(at 10% average annual return)

R100,000 Investment
Projected 5-year value: ~R161,000

(at 10% average annual return)

R250,000 Investment
Projected 5-year value: ~R402,500

(at 10% average annual return)

Note: Projected returns are based on historical performance and are not guaranteed. Investment values can go down as well as up.

Security & Compliance

Your security and regulatory compliance are our top priorities. We implement multiple layers of protection for your investments and personal information.

FSCA Regulation

Authorised Financial Services Provider (FSP No. 46670) adhering to strict regulatory standards and regular audits.

Bank-Level Security

256-bit SSL encryption, two-factor authentication, and regular security audits to protect your data and transactions.

Segregated Accounts

Client funds are held in segregated accounts with major South African banks, separate from company funds.

Insurance Protection

Professional indemnity insurance and additional coverage to protect against unforeseen circumstances.

Our Investment Team

Meet the experienced professionals who manage our investment strategies and client portfolios.

James Khumalo

CFA, MSc Finance

Chief Investment Officer with 15+ years of portfolio management experience at major financial institutions.

Sarah van der Merwe

CA(SA), CFP®

Head of Client Services with expertise in financial planning and client relationship management.

David Okafor

MSc Quantitative Finance

Senior Portfolio Analyst specializing in risk management and quantitative investment strategies.

Michelle Petersen

LLB, Compliance Officer

Head of Compliance ensuring all operations adhere to FSCA regulations and industry best practices.

Client Dashboard

Monitor your investments with our intuitive, real-time dashboard providing comprehensive portfolio insights, performance tracking, and detailed reporting.

Portfolio Value

R125,750.32
+R2,847.65 (2.31%) this month

Total Return

+R18,950.32
+17.75% since inception

Active Positions

12

Diversified across 8 economic sectors

Cash Available

R8,450

Available for additional investments

Portfolio Performance

Your portfolio value over the last 12 months compared to JSE All Share Index

Current Holdings Breakdown

Asset Class Allocation Current Value Return 1Y Performance
South African Equity 35% R44,012 +12.4% +15.2%
Global Equity 25% R31,437 +8.7% +11.5%
Government & Corporate Bonds 20% R25,150 +4.2% +5.8%
Property (REITs) 10% R12,575 -2.1% +3.4%
Cash & Money Market 10% R12,575 +1.2% +1.2%

Begin Your Investment Journey Today

Join 12,500+ investors who trust InveStra SA with their financial future. Open your account in minutes and take the first step toward achieving your investment goals with professional guidance and secure, regulated investment management.

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Important Risk Disclosure: Investing involves risk, including the possible loss of principal. The value of investments may fluctuate, and past performance is not indicative of future results. Projected returns are estimates based on historical data and are not guaranteed. Investors should consider their investment objectives, risk tolerance, and financial situation before investing. InveStra SA is an authorised financial services provider (FSP No. 46670).