---
title: "Our services in Mauritius"
description: "Necker Finance offers discretionary and advisory investment mandates and wealth planning in Mauritius."
url: "https://necker-finance.com/en/services/"
lang: "en"
alternate: "https://necker-finance.com/fr/services/ (fr)"
site: "Necker Finance Mauritius"
---

Our services

# Portfolio management and wealth planning

Necker Finance is a wealth management firm based in Mauritius and regulated by the Financial Services Commission (FSC). It provides portfolio management services to individuals, families, entrepreneurs and institutional clients. It also advises private clients on wealth planning, including when they relocate or plan to pass on their wealth.

Your investments

## Our mandates

You delegate management to Necker Finance, or you take the decisions on the basis of our recommendations.

- [Discretionary management](https://necker-finance.com/en/services/mandates/)
- [Advisory management](https://necker-finance.com/en/services/mandates/)
- [All Weather mandate](https://necker-finance.com/en/services/all-weather/)

[Our mandates](https://necker-finance.com/en/services/mandates/)

Your wealth

## Wealth planning

We analyse how your accounts and investments are organised and recommend the changes that serve your plans.

- [How your assets are held](https://necker-finance.com/en/services/wealth-planning/)
- [Passing on your wealth](https://necker-finance.com/en/services/wealth-planning/)
- [Moving to Mauritius](https://necker-finance.com/en/services/wealth-planning/)

[Wealth planning](https://necker-finance.com/en/services/wealth-planning/)

The first step

## Your situation

Let’s talk, in French or in English.

[Contact us](https://necker-finance.com/en/contact/) [WhatsApp](https://wa.me/23057787583)

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Necker Finance · Regulated by the [Financial Services Commission](https://www.fscmauritius.org/), Mauritius · Licence C114013750.