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03. PORTFOLIO MANAGEMENT
Our team of seasoned market professionals use their expertise to identify value-based investment opportunities that align with your risk appetite.
Our discretionary portfolio management service identifies opportunities for growth while carefully managing risk when investing on our clients' behalf
We'll work closely with you to establish your investment preferences, financial objectives, and timelines, allowing us to create a customised strategy that balances your objectives with the realities of the market. As a fee-only financial advisor, we are completely independent and you can trust that every decision we make on your behalf is unbiased and focused on meeting your needs.
Achieving your long term needs with optimal financial market strategies.
Portfolio Management THE PROCESS
Understanding your needs
Our team looks at data through different prisms, ensuring a well-rounded approach to managing your investments while focusing on your risk tolerance, preferences and objectives.
Investment Committee
Our weekly Investment Committee, consisting of members with diverse experience, offers the most accurate analysis of risks and opportunities. Decisions are made by a restricted team of professionals who uphold our strict confidentiality policies.
LOCAL INVESTMENTS
Asset allocation is critical to achieving your investment goals. We offer model portfolios in both fixed income and equity investments to ensure both optimisation and diversification of your investments performance.
INTERNATIONAL INVESTMENTS
We make international investments through our partnership with UBS, one of the world's leading wealth management firms. Through their global reach and expertise, we offer a broad range of international investment opportunities to help you diversify your portfolio.
Portfolio Management at a glance
Funds under management.
MUR 2.3 Billion
Number of investment portfolios.
71 Portfolios
Local portfolio composition.
58% Equity, 34% Fixed Income, 8% Money Market
Regulator
Licensed by the Financial Services Commission – License N° IX08000008