Services

  • ASSET MANAGEMENT

    • Single or multiple investment portfolios
    • Investment mandate managed by KDT in close consultation with clients
    • Discretionary or Advisory mandate according to client wishes

  • FINANCIAL PLANNING & CONSULTANCY

    • Single or multiple investment portfolios
    • Analysis of financial goals and objectives
    • Investment, Retirement, Estate and Charitable Planning

  • PERSONAL SERVICE

    • Focus on a dedicated and personal attention to detail
    • Extensive experience in both domestic and international markets
    • Prudent management of risk exposure

DISCRETIONARY EQUITY MANDATE
Our approach

We review carefully with you to identify the most appropriate risk profile for your investment portfolio after taking into consideration your personal and family requirements.  Then you select your preferred portfolio from a shortlist to build a portfolio of high quality companies and government obligations to deliver optimum performance.

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ADVISORY MANDATE
Our approach

Our approach is flexible. We can manage your investments according to your specific instructions. Alternatively we can work with you to devise an appropriate risk /
reward framework and then we make suitable investment recommendations for your review and approval in order to meet this goal. No investments are made without your express approval. This “Advisory” approach can include a global “gatekeeping” service, with a monitoring and assessment of investment portfolios managed by other firms.

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CONSOLIDATED REPORTING SERVICE
Our approach

With the help of our efficient Mauritius bookkeeping and accounting staff, we provide an easy to understand, “jargon-free” investment summary of all your investment portfolios held with multiple institutions. This “consolidated reporting” service would be developed jointly with you to ensure it is built to match your requirements.

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