Investment Advisory
Investment Management
Portfolio Management
Financial Products
   
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We offer an objective, customized and disciplined approach to investment advice using modern principles of investing. Our aim is to provide our clients with returns that are consistent, competitive and in-line with their objectives and risk limits.

Our clients will have strong support through direct access to our specialist investment team and our research and investment briefings.

Our services include:
  • Investment advice: portfolio due diligence, valuation and appraisal
  • Investment management services: appraisal, formulation and monitoring of investment strategies
  • Portfolio management services including execution of investment strategies
  • Facilitation and support services to access capital markets including local Stock Exchange of Mauritius and selected global and regional markets
  • Packaged solutions for pension schemes, insurance and investment holding companies
  • Access to a wide range of financial products

Special package for structures investing in India:

  • Investment advice: portfolio due diligence and appraisal
  • Broad network of Indian advisors providing research services
  • Investment compliance and portfolio monitoring
  • Participation in investment committees
  • Quarterly appraisal reports
  • On-site visit and meetings with clients and Indian advisors
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