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Take the first step

Open your account

A few details to start, then your personal analyst takes it from there. No payment is taken at this step.

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What happens next

  1. You submit the form

    It takes about a minute and there is no cost.

  2. Your analyst calls

    They confirm your details, answer your questions and explain the next step. No pressure to deposit.

  3. You verify and choose an amount

    Only then does any money move, starting from the R4,100 minimum if that is what you choose.

Investing carries risk, including the possible loss of some or all of the capital you invest. The value of your investments can fall as well as rise, and you may get back less than you put in. Never invest money you cannot afford to lose.

Welvaart Fonds step by step

The verification call

Your analyst calls to confirm the details you submitted, answer your questions, and agree on a sensible starting deposit for your situation. It is a conversation, not a sales script - an account opened on unrealistic expectations helps nobody.

How long it takes

Usually one call of ten to fifteen minutes. If you would rather be called at a specific time, mention it on the form and that time will be respected.

KYC verification explained

Before your first deposit you will be asked for a photo ID and a recent document confirming your address. This is the same requirement any FSCA regulated financial service applies, and it exists so a withdrawal can only ever return to you.

What is accepted

A passport or national ID card, plus a utility bill or bank statement issued in the last three months. A clear photo taken on a phone is fine.

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What you need to sign up

  • An email address you actually check.
  • A phone number so your analyst can reach you.
  • An identity document for the verification step.
Take the first step

Ready to put your capital to work with a real analyst?

Open your account in minutes, fund it from R4,100, and start reviewing clear, transparent progress with your analyst from day one.

Open your account