Wealth Management

Wealth Management Service

Wealth Management and Advisory Services from I&M Capital comprises of local and international investment advice and personal financial planning solutions such as: Fixed income securities, Equities and Offshore Investments offered in collaboration with our sister company Bank One, Mauritius

A one stop shop for all your insurance needs

Through I&M Bancassurance Intermediary Limited, a wholly owned subsidiary of I&M Bank, it is now easier than ever to enjoy insurance products The Bank through its subsidiary I&M Bancassurance Intermediary Limited has negotiated attractive premium rates, terms and flexible premium payment mode through Insurance Premium Financing (IPF) facility with leading insurance companies in the market.

Our Services

Portfolio Optimization/restructuring
Money Market Fund

Our Services

Offshore Trading
Lending against Government Bonds

By choosing I&M Bancassurance Intermediary Limited as your preferred insurance partner, you will enjoy the following benefits:-

Access to Multiple Services

A financial advisor can help you monitor your financial situation and make changes when necessary by providing multiple financial services that include: Customized investment solutions Asset Management Retirement income planning Financial Planning

Assistance During Life Changes

Your life as you know it can change in the blink of an eye. Major changes in your life can greatly impact your financial situation. Some of these significant changes can include having a child, getting married, buying a home, retiring or a change in your career. Any significant change in your life can come with its fair share of stress. Especially when you find yourself in a situation where you need to make some big decisions regarding your finances. That’s where a financial advisor can prove to be very beneficial.

Preparation for Retirement

Flexible and competitive pricing of insurance covers.

Setting Goals

Setting goals is an extremely delicate, yet crucial process. You sincerely need to think about what you want, and what you need from your future, and how your finances can impact those goals, or how those goals will impact your finances. A financial advisor can help you create a series of realistic and manageable goals for your future. These can range from one-year goals and five-year goals, to 20-year goals and even 50-year goals. It’s all about planning with more than enough time in advance to plan, set, and execute what you need in order to achieve your goals.

Feeling Confident

A financial advisor can truly take the weight from your shoulders when it comes to your finances. You can feel confident in the future of your finances, instead of feeling weary about the choices you have made by yourself.