• Presentation
    • Our team
    • Our values
    • Our history
  • Wealth Management
  • Contact Us
  • News
    • Press
    • Publications
  • Career
    • Opportunities
    • Recruitment form
PLEION Investment Adviser - Gestion De Fortune

We start with a clear understanding of your vision.

The objective of our discovery session is to learn about you, your values, challenges and goals. Understanding your goals are the reasons behind our recommendations and strategies. It also provides an opportunity for you to get to know us.

Discovery

Through our 38 years of experience, it has been clear to us that following conventional processes will only make you become one among others. This is why we have developed our own stage gate model geared towards your ultimate benefit. A clear understanding of your goals start from an in-depth discussion to define your personal and investment objectives.

We understand that your needs are unique and we devote the resources required to understand your personal situation, so that we can offer you world class solutions suited to your objectives.

We offer an individual wealth management methodology that takes into account your assets and liabilities. During our discovery process session we discuss various wealth management vehicles such as trusts, structures, foundations, how domiciliation or relocation influences your overall wealth situation.

As an Independent Wealth Adviser for our private Ultra High Net Worth clientele, we seek continuity of your wealth for current and future generations with the help of our close partners in Family Office wealth planning.

 

Get to our next page: Analysis

Contact

Suite 301 ◆ Grand Baie Business Quarter (GBBQ)
Chemin Vingt Pieds ◆ Grand Bay 30529
Republic of Mauritius


t +230 263 46 46 ◆ f +230 263 47 47
info@pleion.mu
www.pleion.mu

Terms and Conditions | Cookie Policy | Website Privacy Policy | Sitemap © 2018, PLEION Investment Adviser Ltd

We use cookies to provide the best possible browsing experience. By clicking on "Accept", you agree to our cookie policy. You can change your privacy level at any time by clicking on "Cookie settings".
Accept
Read more
Change Settings
Cookie Box Settings
Cookie Box Settings

Privacy settings

Decide which cookies you want to allow. Based on your choice, some features may no longer be available. However, you can change these settings at any time. For information on deleting the cookies, please consult your browser’s help function. To learn more about the cookies we use, please see our COOKIE POLICY.

From the 5 options below, please select the one you wish to activate. Then click on "Save & Close" to confirm your choice.

  • Block all
  • Essential
  • Functionality
  • Analytics
  • Advertising

This website will:

  • Essential: Remember your cookie permission setting
  • Essential: Allow session cookies
  • Essential: Gather information you input into a contact forms, newsletter and other forms across all pages
  • Essential: Keep track of what you input in a shopping cart
  • Essential: Authenticate that you are logged into your user account
  • Essential: Remember language version you selected

This website won't:

  • Remember your login details
  • Functionality: Remember social media settings
  • Functionality: Remember selected region and country
  • Analytics: Keep track of your visited pages and interaction taken
  • Analytics: Keep track about your location and region based on your IP number
  • Analytics: Keep track of the time spent on each page
  • Analytics: Increase the data quality of the statistics functions
  • Advertising: Tailor information and advertising to your interests based on e.g. the content you have visited before. (Currently we do not use targeting or targeting cookies.
  • Advertising: Gather personally identifiable information such as name and location

This website will:

  • Essential: Remember your cookie permission setting
  • Essential: Allow session cookies
  • Essential: Gather information you input into a contact forms, newsletter and other forms across all pages
  • Essential: Keep track of what you input in a shopping cart
  • Essential: Authenticate that you are logged into your user account
  • Essential: Remember language version you selected
  • Functionality: Remember social media settings
  • Functionality: Remember selected region and country

This website won't:

  • Remember your login details
  • Analytics: Keep track of your visited pages and interaction taken
  • Analytics: Keep track about your location and region based on your IP number
  • Analytics: Keep track of the time spent on each page
  • Analytics: Increase the data quality of the statistics functions
  • Advertising: Tailor information and advertising to your interests based on e.g. the content you have visited before. (Currently we do not use targeting or targeting cookies.
  • Advertising: Gather personally identifiable information such as name and location

This website will:

  • Essential: Remember your cookie permission setting
  • Essential: Allow session cookies
  • Essential: Gather information you input into a contact forms, newsletter and other forms across all pages
  • Essential: Keep track of what you input in a shopping cart
  • Essential: Authenticate that you are logged into your user account
  • Essential: Remember language version you selected
  • Functionality: Remember social media settingsl Functionality: Remember selected region and country
  • Analytics: Keep track of your visited pages and interaction taken
  • Analytics: Keep track about your location and region based on your IP number
  • Analytics: Keep track of the time spent on each page
  • Analytics: Increase the data quality of the statistics functions

This website won't:

  • Remember your login details
  • Advertising: Use information for tailored advertising with third parties
  • Advertising: Allow you to connect to social sites
  • Advertising: Identify device you are using
  • Advertising: Gather personally identifiable information such as name and location

This website will:

  • Essential: Remember your cookie permission setting
  • Essential: Allow session cookies
  • Essential: Gather information you input into a contact forms, newsletter and other forms across all pages
  • Essential: Keep track of what you input in a shopping cart
  • Essential: Authenticate that you are logged into your user account
  • Essential: Remember language version you selected
  • Functionality: Remember social media settingsl Functionality: Remember selected region and country
  • Analytics: Keep track of your visited pages and interaction taken
  • Analytics: Keep track about your location and region based on your IP number
  • Analytics: Keep track of the time spent on each page
  • Analytics: Increase the data quality of the statistics functions
  • Advertising: Use information for tailored advertising with third parties
  • Advertising: Allow you to connect to social sitesl Advertising: Identify device you are using
  • Advertising: Gather personally identifiable information such as name and location

This website won't:

  • Remember your login details
Save & Close