AVA Halal Trust
Product Paper - AVA Trustees

AVA Halal Trust

A private Shariah-compliant investment trust purpose-built for Muslim high-net-worth individuals. A fusion of investment planning, succession planning and Islamic finance principles - so your wealth grows without your values being compromised.

Initial Contribution
₦100,000
Structure
Private Trust
Compliance
Shariah
Manager
AVA Trustees
Overview

Faith-aligned wealth. Professionally grown.

As a trusted provider of financial services, we recognize the importance of catering to the diverse needs of our clients. In response to the growing demand for Shariah-compliant investment options, we developed the AVA Trustees Limited Halal Investment Trust (AHIT).

Like our other products, the AHIT is a fusion of investment planning and succession planning services. It caters to the unique financial requirements of investors who prioritize profit over interest on their investments, in accordance with Islamic principles.

Key Features

Built on principle. Engineered for growth.

  • Fully Shariah-compliant structure - Every layer of the trust is designed, screened and administered in accordance with Islamic finance principles.
  • Diversified Halal portfolio - Exposure across multiple Shariah-compliant asset classes to reduce concentration risk while preserving values.
  • Professional portfolio management - Managed by experienced fiduciary and investment professionals with a disciplined, ethical process.
  • Rigorous screening process - All investments pass through a careful Halal screening process before inclusion in the trust portfolio.
  • Medium to long-term focus - A structured investment horizon engineered for capital growth and sustainable wealth creation.
  • Regular performance reporting - Transparent portfolio updates and governance reporting so you always know where your trust stands.
Benefits

What holding the Trust delivers.

  • Enables wealth growth without compromising religious values
  • Reduces concentration risk through diversified Halal allocation
  • Access to carefully vetted Halal investment opportunities
  • Professional fund management expertise aligned with ethics
  • Transparency and regular communication from the trustee
  • Structured and disciplined investment framework
  • Peace of mind through ethical, faith-aligned asset allocation
Why Choose This Trust

Seven reasons to trust AVA with your Halal wealth.

  • Faith-compliant investing from a SEC-regulated trustee
  • Ethical and transparent wealth creation
  • Professional management with integrity and discipline
  • Diversified access to carefully vetted Halal opportunities
  • Transparent governance and regular reporting
  • Medium to long-term capital growth focus
  • Accessible via mobile app, web portal and relationship manager
Customer Need Resolved

Built for five faith-aligned jobs to be done.

  • 01

    Invest confidently without compromising beliefs

  • 02

    Remove uncertainty about Shariah compliance

  • 03

    Structured, professionally managed Halal wealth solutions

  • 04

    Bridge faith and financial growth

  • 05

    Ethical investing with integrity and discipline

Who It's For

One trust. Many convictions.

  • Muslim Investors - High-net-worth individuals seeking Shariah-compliant investment solutions that honour their beliefs.
  • Ethical Investors - Values-driven investors who prefer socially responsible and transparent asset allocation.
  • Long-Term Growers - Individuals seeking medium-to-long term capital growth through principled investing.
  • Institutions & Foundations - Organisations requiring Halal investment structures to align with their mandates.
Investment Amount

Entry & contributions.

Initial Minimum Contribution
₦100,000
Subsequent Contributions
Not fixed
Funding Options
Lump sum / Periodic
Standing Order
Revocable, bank-linked
Risk Profile

Medium risk. Principled growth.

The Trust sits at the medium point of the risk spectrum, balancing long-term capital growth with disciplined diversification across Shariah-compliant asset classes.

LowMediumHigh
Medium Risk
Onboarding Process

Set up in four steps.

  1. 01

    Contact us

    Reach your relationship manager or call 0700 0000 AVA to express your interest.

  2. 02

    Complete the form

    Fill in the AVA Trustees application form and outline your Shariah-compliant wealth goals.

  3. 03

    Submit KYC

    Provide passport photograph, means of ID, signature specimen and a utility bill (not older than 3 months).

  4. 04

    Fund your account

    Make your initial contribution and activate your Halal Investment Trust.

Access Channels:Mobile AppWeb PortalRelationship Manager
Ready to Begin

Grow wealth in line with your values.

Speak with a relationship manager to set up an AVA Halal Trust and structure a portfolio that respects your principles while pursuing long-term growth.

AVA Trustees Limited is a member of AVA Capital Plc and is licensed to provide trusteeship services in Nigeria. The AVA Halal Trust is a private trust structured in accordance with recognised Shariah principles. Trust terms, contributions and beneficiary structures are governed by the executed Trust Deed. Please read all offering documents before establishing a trust.

Certifications & Compliance

NDPR Audit Badges

AVA Capital Plc
AVA Global Asset Managers Limited
AVA Securities Limited
AVA Trustees Limited