Stewardship
Target Β· 3 yr horizon
Capital preservation with measured growth across fixed-income and blue-chip equity.
Mauria Investments is a discretionary investment firm. We design capital strategies for individuals β and deploy your money into vetted business ideas where it can earn up to 12% per annum, audited and reported quarterly.
Flagship 12 target
12.00%
per annum
Realised 2024
12.41%
net of fees
Drawdown (worst)
β3.8%
rolling 12-mo
Volatility
6.1%
annualised
β Philosophy
We never recommend a position we wouldn't take with our own balance sheet.
We hunt for businesses where the upside materially exceeds the downside.
Returns arrive over years, not quarters. We design portfolios to be ignored.
Every line item, every fee, every conflict β visible in your private dashboard.
β Programs
Target Β· 3 yr horizon
Capital preservation with measured growth across fixed-income and blue-chip equity.
Target Β· 5 yr horizon
Our flagship discretionary mandate. Diversified business ideas, audited quarterly.
Target Β· 7 yr horizon
Concentrated, illiquid opportunities for capital that can wait for compounding.
0%
Targeted annual return
0 yrs
Track record
0M
Assets under advice
0
Family mandates
β Process
01
A private 45-minute call to map your goals, liquidity and risk.
02
A bespoke investment policy, signed by both sides, with annual targets.
03
Capital is allocated across vetted business ideas over the first quarter.
04
Quarterly statements, an annual in-person review and 24/7 portal access.
β Begin
We accept a small number of new mandates each quarter. Tell us about your goals and we will reply within two business days.
advisory@mauria.investments