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.