What We Do Best

Our Suite of Services

we are good at what we do

We are strong believers in Quality

Our suite of services has evolved around one precept – that of emphasis on quality. We spend considerable time and resources to constantly improve our services. Our core objective after all is the pursuit of value – without constant research, this would be an impossible task.

Portfolio Management & Advisory

Tailor-made portfolios for individuals according to carefully designed financial plans and Investment Policy Statements (IPS). We can also offer advisory services to clients who can manage their own portfolios

Institutional Fund Management & Advisory

We specialise in Target-Dated investments. We can also partner with other managers for specific mandates. In this process, we can also manage tenders for clients wishing to employ a consortium of asset managers.

Portfolio Audit

We perform an objective review of a given portfolio in terms of asset allocation along several metrics as well as risk exposures.

Financial Planning

Our integrated services are maximised within a well-thought out financial plan. We provide simple quantitative approached to retirement planning, educational savings, and real estate analysis within optimal asset protection structures.

CIS MANAGER LICENCE

Providentia Fund Managers

Providentia Fund Managers Ltd. (PFML) holds a CIS Manager licence issued by the Financial Services Commission (FSC) in Mauritius. A CIS Manager licence allows us to manage funds structured as collective investment schemes in Mauritius. With our extensive network of trusted financial services providers
and commercial banks, Providentia can access global assets – listed and
unlisted – and devise unique strategies.