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Wealth Management

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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

Our Services

  • Portfolio Optimization/restructuring
  • Money Market Fund

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  • Offshore Trading
  • Lending against Government Bonds

Benefits of Wealth Management and Advisory Services

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1. 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
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2. 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.
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3. Preparation for Retirement
Retirement means that (in most cases) you no longer need be employed and since you aren’t working, that means the income that you have grown so comfortable to see in your bank account is about to go through some serious changes. Hence why it’s so important that you have a solid plan for your retirement.
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4. 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.
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5. 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.
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6. Advice from the Experts
Investment Advisors will provide you with expert advice on solutions tailor made to meet your requirements.

Need assistance?

Reach out to our Investment Management Service desk on IMS@imbank.co.ke or Tel: 020 3221000, 0719 088 000 or 0732 100 000

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We are available from
9:00 AM to 4:00 PM Weekly.