Portfolio Management2021-05-07T09:20:21+04:00

Your capital must pay off

PORTFOLIO MANAGEMENT

Find out more

We create sustainable value through our market expertise

We are a company portfolio and investment management Based in Mauritius, focused for nearly 30 years on achieving superior returns and providing top notch customer service to private clients and financial advisors.

Will

Do you have long-term capital to commit?

You have capital for investment accumulated through entrepreneurial efforts, labor savings or inheritance. You are able to commit capital to an investment portfolio for 5 years or more.

Knowledge

Do you understand and accept the risks of the stock market?

You are open to stock market investments. You understand the risk-reward trade-off and are prepared to accept fluctuations in the financial market, especially in the short to medium term.

Requirement

Are you looking for profitable investments?

You are aiming for higher growth rates than is normally achievable through bank deposits or structured products. You have a real interest in long-only investment strategies in equity and bond asset classes.

THE FINANCIAL ANALYSIS OF OUR EXPERT

The Net Asset Value of IGF went up by 2.0% in April, as a result of positive contributions from both Mauritian and international equities. In Mauritius, the share price of MCB appreciated by 4.3%, while The Bee Equity Partners, where IGF now owns a 10.6% stake, went up by 4.1%. The African equities increased by 5.2%, while global equities went up by 1.5%.

A number of facts let us believe that we should see headwinds in the coming months:

  • Locally, vaccinations are very slow, leading to a lack of planning for the reopening of borders, which is vital for the tourism industry and the economy in general. As a result, debt is surging, while GDP is declining with all the traditional economic pillars facing major challenges;
  • The majority of commodities prices are going through the roof, but the US authorities have decided to raise taxes and shrug off inflationary signals. The erosion of purchasing power is bad news for equity markets.
Contact us

We value your heritage through a unique and personalized relationship

We advise and manage investors with complete discretion demanding and eager to grow their capital within a maximum return horizon of more than 5 years.

A service of excellence

For nearly 30 years, we have applied our specific expertise in portfolio management to build you robust and personalized investment solutions.

We are at your side to bring you the best advice, whether it is to preserve and grow your wealth, or to help you choose the most profitable investments with peace of mind.

You have a single point of contact who follows your portfolio over time and whom you can contact at any time.

An in-depth study of your needs

We spend a lot of time understanding your personal situation and your tolerance for risk. Thanks to our objective approach, we build the investment strategy you need.

Research (local and global) is one of the main strengths of our team of financiers. Our work discipline is focused on an investment process supported by rigorous internal research.

You are at the heart of a personalized and unique relationship that we maintain over time with regular exchanges.

Controlled risk management

We apply top-notch procedures for building and monitoring your portfolio, with all major decisions approved by a professional investment committee.

We place particular emphasis on the a risk management, and conduct reviews regular of these, with subsequent adjustments to your portfolio if necessary.

You are assured of maintaining perfect and realistic control of the value of your assets during our management mandate.

A service of excellence

For nearly 30 years, we have applied our specific expertise in portfolio management to build you robust and personalized investment solutions.

We are at your side to bring you the best advice, whether it is to preserve and grow your wealth, or to help you choose the most profitable investments with peace of mind.

You have a single point of contact who follows your portfolio over time and whom you can contact at any time.

An in-depth study of your needs

We spend a lot of time understanding your personal situation and your tolerance for risk. Thanks to our objective approach, we build the investment strategy you need.

Research (local and global) is one of the main strengths of our team of financiers. Our work discipline is focused on an investment process supported by rigorous internal research.

You are at the heart of a personalized and unique relationship that we maintain over time with regular exchanges.

Controlled risk management

We apply top-notch procedures for building and monitoring your portfolio, with all major decisions approved by a professional investment committee.

We place particular emphasis on the a risk management, and conduct reviews regular of these, with subsequent adjustments to your portfolio if necessary.

You are assured of maintaining perfect and realistic control of the value of your assets during our management mandate.

Make an appointment

Portfolio management

Advisor in stock market investments and distribution of financial products

A strong team of finance and capital markets professionals

Member of the CIEL group (MUR 14 billion – 350 million euros in equity)

Coverage on Mauritius and all world markets

Over MUR 4 billion in assets under management

Regulated by the Mauritius Financial Services Commission

IPRO Investment Professionals blog

Articles written by our experts for you inform and you explain our job

Abonnez-vous à notre newsletter

Warning

This website is for informational purposes only and is intended to assist prospective private clients in determining whether they have a prior interest in the investment services offered by iPRO Investment Professionals. The website does not constitute an offer, solicitation or recommendation to enter into any transaction. Potential clients are reminded that investments involve significant risk. The Mauritius Financial Services Commission does not warrant the financial soundness of the company and its advertised financial products / services or the accuracy of any statements made or opinions expressed about it.

Go to Top