A custom basket you actually hold — not a wrapper you rent.
Direct indexing on Delvue is a builder: pick a SADC or global blueprint, tilt sectors, drop names, cap weights. The mock shows sector bars and exclusion chips. Live trading is not on yet. The idea is ownership and tax-aware lots when local rules allow.
Mock names
128
Tilts
Sector + ESG
Ownership
Direct
Min (planned)
Higher than N$100
Blueprint
Start from a published basket — SADC giants, NSX-tilted, global quality — then edit.
Tilts & caps
Overweight energy, cap tech, keep health inside a ceiling.
Exclusions
Drop tickers or whole industries. The builder should show the tracking error you just bought.
Why not just buy an ETF
ETFs are excellent tools. They are also wrappers: you do not pick the name that just became a 9% weight, you do not harvest a single loser, and you pay someone to keep the wrapper tidy. Direct indexing is for investors who want the index idea with a veto and a lot file. It is not cheaper magic. It is more control.
- True-name (or fractional-name) ownership model
- Exclusion and tilt without waiting for an ETF issuer
- Tracking error is visible, not a surprise in year three
Africa is not a US SMA factory
US direct indexing grew on $100k SMA tickets and a tax code that loves harvesting. Namibia is different: thinner names, NAD funding, and a tax environment you must not oversell. Our builder is honest about liquidity and about when a name simply cannot be held in size.
- Liquidity flags on thin NSX names
- Fractionalisation planned so N$ tickets still map to a basket
- No claim of 1.8% “tax alpha” as a guarantee — that is US marketing residue
How it sits next to AI and RWA
The index can be the core. AI sleeves can be the satellite. Tokenized infrastructure can sit in the alternatives bucket. The mosaic on this page is the builder; the dashboard is the roll-up.
- Core / satellite without three custodians
- Rebalance notes can sell index names and leave RWA alone
- Academy modules explain tracking error before you click build
Pick a blueprint
SADC, NSX-tilt, global quality, or a blank custom list.
Screen
Exclusions, ESG chips, sector caps.
See error
The builder should show how far you drifted from the blueprint.
Commit as a sleeve
It becomes a portfolio sleeve with its own cash band.
| Choice | You gain | You accept |
|---|---|---|
| Own names | Veto and lots | More operational work |
| Tilts | A book that matches values | Tracking error |
| Thin markets | Local exposure | Wider spreads |
| vs ETF | Transparency | Not always lower fees |
Is this live on the NSX?
No. This is a product design page. Market access depends on licences, brokers, and launch — not this mock.
Fractional shares?
Planned so small NAD tickets can still map to a 100-name idea. Mechanics TBA in launch docs.
Can I exclude one company?
That is the point of the builder. Tracking error will be shown, not hidden.
Minimum?
Likely above the N$ 100 RWA ticket. We will not invent a number here.
Continue
Investment Platform
Delvue is being built as a single Namibian desk: AI sleeves, direct indexes, and tokenized real-world assets sharing custody, reporting, and a waitlist-first onboarding path. This is the map of the platform — not a live brokerage.
Investment Strategies
Goal-based cores, satellite alts, direct-index tilts, and AI sleeves are recipes. This page is a vertical timeline: pick a job, pick a pace, pick a liquidity budget. Custom portfolios come after you can explain the recipe in one sentence.
Delvue Academy
Academy is a curriculum: compounding in NAD, direct indexing versus unit trusts, tokenization and title, how to read an AI risk note. The mock is a lesson list because completion should feel like school, not like growth-hacking.
Direct Indexing is on the map. The desk is not live.
Join the waitlist if this page is why you showed up. We email when onboarding opens.