Clarity in
Wealth Management.
Wealth Management Services
in Mauritius ​​
Our investment process is disciplined in design and thoughtful in execution, combining analytical rigor with innovative thinking to meet each client’s objectives.
At Intrasia Wealth, we provide tailored wealth management services in Mauritius built on clarity, discipline and trust. As a fully licensed and independent investment adviser, we offer both discretionary and non-discretionary portfolio management, supported by rigorous research and a global network of investment partners.​
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Our role is to simplify complex markets and deliver consistent, risk-adjusted performance through
thoughtful asset allocation and ongoing portfolio oversight. Whether you seek full discretionary management or prefer active collaboration, our team ensures that your investments reflect your goals, values, and long-term ambitions.
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By combining institutional-grade expertise with a personal advisory relationship, Intrasia Wealth provides a steady framework for confident decision-making and enduring financial growth.
Discretionary
Portfolio Management ​​
Place your wealth in the hands of an experienced team with a proven record of performance and integrity. We build and manage your portfolio on your behalf, guided by the level of risk you are comfortable with and the long-term results you wish to achieve.
At Intrasia Wealth, our discretionary management service is fully aligned with your risk profile and investment objectives. Your portfolio is constructed to reflect your individual needs, ensuring each position plays a defined role within a disciplined, long-term strategy.
Your dedicated portfolio manager designs a bespoke investment strategy supported by strategic asset allocation and ongoing research. As your circumstances evolve, your portfolio adapts accordingly — always managed with clarity, discipline, and precision.
This service is ideal for investors who prefer to delegate the day-to-day management of their assets to a team of qualified professionals, allowing them to remain confident that their wealth is being actively managed with structure and care.
Advisory (Non-Discretionary)
Portfolio Management ​​
Benefit from the investment expertise of Intrasia Wealth while retaining full control over your decisions. Our Advisory Portfolio Management service provides expert guidance, independent research, and personalised recommendations, while you remain the ultimate decision-maker.
Working closely with your adviser, you will define a financial strategy aligned with your objectives, risk tolerance, and time horizon. Together, you will select investments from a carefully curated range of best-in-class securities and funds, all rigorously analysed through our in-house research process. You will also have access to bespoke investment opportunities tailored to your personal circumstances and goals.
This service is designed for clients who value collaboration and wish to remain actively involved in their portfolios while benefiting from the insight of a licensed investment adviser in Mauritius. It offers the balance of professional expertise and personal autonomy, supported by transparent reporting and disciplined oversight.
The Investment Philosophy
Based on quality growth, the investment philosophy comprises a top-down approach for fund selection, coupled with a bottom-up approach for stock selection.
Fund Selection
The fund selection process earmarks funds that adopt a long term buy-and-hold approach and seek to own concentrated portfolios of high-quality companies that demonstrate superior growth prospects and can generate high returns on capital over the long-term, while avoiding those that are capital intensive and heavily cyclical.
Stock Selection
​These companies are selected based on:​
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Company fundamentals (high profit margins and earnings growth)
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Sustainable competitive advantages (companies with strong pricing power)
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Low or no debt
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Attractive valuation (reasonable price earnings ratio)
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High barriers to entry (difficult to replicate, such as brands, patents, or networks)​​
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We look for companies that do well in good and bad times and can help shield investors from volatile markets.
