What Does I&M Wealth Management Product Mean To You?

Wealth management is a topic that eludes many, yet, it remains one of the primal aspects of successful ventures, business growth, and anyone’s financial future.

I&M Bank, for instance, has a Wealth Management and Advisory Business aimed at “driving business growth through revenue management and diversification.”

But what is in it for you? Why should you pay them a visit today?

First, wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients and uses a consultative process, where the advisor gleans information about the client’s wants and specific situation.

I&M wealth management service targets high net worth and premium customers as well as potential customers. The service is offered through I&M Capital, a subsidiary of the I&M Group PLC, which is also the holding company of I&M Bank Ltd and is a licensed fund manager by the Capital Markets Authority.

Some of the offers under this service are:

• Customized investment solutions
• Asset Management
• Retirement Income
• Financial Planning

The service seeks to help clients diversify their assets in order to balance their financial risks. It entails a tailor-made investment strategy that comes with a wide range of products such as fixed income securities, portfolio restructuring, and optimization, investment loans for Government Securities, insurance products, equities, and offshore Investments offered in collaboration with Bank One Mauritius, a subsidiary of I&M Group PLC.

The personalized investment strategy will be developed through a consultative process with the client and the Bank’s Wealth Management Advisors and will be tailored and scaled to clients’ risk tolerance, time horizon, and unique investment needs.

The team at I&M Capital has a deep understanding of local and global markets and is ready to recommend solutions most relevant to clients’ investment needs informed by fundamental research. They have insights that will help clients make the right investment decisions to protect and help their wealth grow.

So, what is in it for you?

Financial planning

The first step to invest is to have a plan. Planning is the heart of every successful financial journey. But not everyone has a successful plan when it comes to finances and making wealth. I&M Bank is bringing onboard experts that will help you know and understand your finance and help you have a winning plan.

Asset Management

Asset management refers to the management of investments on behalf of others. The goal of asset management is to grow a client’s portfolio over time while mitigating risk. It is a service offered by financial institutions catering to high net-worth individuals, government entities, corporations, and financial intermediaries.

I&M Bank has what it takes to manage your assets and make sure that they multiply, giving you maximum returns out of them.

Retirement Income

We shall all retire at some point. Very few people prepare for retirement. Truth is, retirement shouldn’t come as an accident or as a surprise. It should be something that we look forward to and prepare for. I&M Bank will help you have a retirement income.

Read More: Unpacking Wealth Management And What It Means For Investors