Under the Graphite Financial Group, Graphite Wealth Management distinguishes itself with a keen eye on risk profiling of its clients while advising them on the best avenues for the creation and preservation of wealth. The key motto of the team is to invest the assets of clients with care, skill, prudence and diligence.

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Sculpting Financial Success
Strategically

Explore Graphite Wealth Services, a comprehensive financial avenue offering meticulous asset management, tactical investment strategies and a robust risk-focused approach. With a systematic investment planning process and a commitment to holistic wealth growth, Graphite crafts tailored solutions for sustained value creation and long-term financial success.

Graphite Wealth Services includes:

  • Managing the assets of clients in compliance with the investment objectives and policy guidelines/restrictions and legislations.
  • Tactical asset allocations around strategic benchmarks set.
  • Execution of investment transactions on buy, hold or sell instructions in accordance to the investment strategy and in the best interest of the client.
  • Portfolio rebalancing and monitoring subject to market conditions.
  • Periodic reporting to the governing body – monthly, quarterly and annually.

We pride ourselves in:

  • Access to several platforms and globally reputed names.
  • Ability to invest in and operate multiple asset classes with an experienced team.
  • Networking with local companies and foreign fund managers is vital to our operating model and performance generation.
  • Risk culture and focus on long-term returns.

Investment Philosophy

Our investment principles and philosophy guide our asset allocation and investment decisions. We are not only return-focused but also assess risks and costs in designing and monitoring our mandates.

Investment Process

A systematic investment planning process does result in sustained value creation. Creating value and controlling risk requires a consistent step-by-step business methodology.

Systematic investment planning process for sustained value creation and risk controlling.

  • Know your client = Goal-based planning.
  • Develop Plan = Categorise, evaluate, determine risk-return needs and develop a written plan.
  • Construct Portfolio = Strategic asset allocation, Sub-asset allocation and Passive/Active mix asset allocation.
  • Implement = Best Execution and Rebalancing.
  • Monitor = Review Progress with the client.

GFS Traders Ltd is a holder of an Investment Dealer (Full Service Dealer) Licence issued by the Financial Services Commission, Mauritius – Licence Number: GB23202268
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gfsteam@graphitefin.com
+230 408-4098

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