Portfolio Management Services

We manage client assets under mandate, on a discretionary or non-discretionary basis, as an Investment Adviser (Unrestricted) licensed by the Financial Services Commission of Mauritius.

Managing Portfolios
With Clarity of Mandate

Every portfolio begins with a written mandate: the level of authority granted, the asset classes in scope, and how decisions get made and reported.

For some clients, that means full discretionary management. For others, every recommendation is discussed and approved before anything is executed. Our job is to stay inside those parameters consistently, whichever form you choose.

Discretionary and
Non-Discretionary
Management

Choose the level of involvement that matches your circumstances and governance preferences.

Discretionary Management

We make and execute investment decisions under mandate, without seeking approval for each transaction. Decisions stay within the mandate's agreed parameters.

Non-Discretionary Management

We provide recommendations and execute only once you've approved that specific transaction.

Asset Classes Under Management

Equities and Listed Shares

Common and preferred stock on recognised exchanges.

Bonds, Debentures, and Fixed-Income Instruments

Debt securities paying fixed or floating interest.

Collective Investment Scheme Interests (Funds)

Pooled vehicles, including mutual funds and unit trusts.

Depository Receipts

Certificates for shares in a foreign company, traded domestically.

Rights, Warrants, and Options

The right, not the obligation, to buy or sell at a set price.

Derivatives, Including Futures and Forwards

Contracts that track an asset's value and are used to hedge exposure.

Custody Arrangements

Access to established banking and custodial platforms is arranged to hold client assets through a network of financial institutions, structured to each client's needs and jurisdictional preferences.

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