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Our Mission

To deliver a high quality personal wealth management service to a wide variety of clients, supported by a comprehensive range of services and investment solutions which reflect our core values and culture.

Our Story

Our aim is to revolutionise the way in which investment platform solutions are delivered. We believe that by using technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.

We do this by providing an open architecture, fully digital investment platform. Our services are delivered exclusively through our approved adviser network. Working together to plan, grow and protect clients’ financial futures.

We are committed to being a leading responsible business, putting responsible and sustainable decision-making at the heart of everything we do to help our clients and communities to create the futures they want and embrace their tomorrow.

We focus our long-term business priorities on six core areas. In each of these, we maintain a consistent and rigorous approach to risk management and governance.

We are simplifying operations at pace and accelerating our cost saving programmes in order to invest in the continuous improvement of our technology, increasing choice and innovation and consistently delivering value to customers.

We will continue to pursue partnerships and to outsource where appropriate, benefitting from third parties that can make a positive impact for our customers.

We Have Our Priorities in Order

Universal investment platform mauritius

Universal Platform
Suite 1106, 11th Floor,

Sterling Tower, La Poudriere
St, Port Louis,

Mauritius

Important Information

The Universal Platform is a trading name of Ortega Capital Management Limited, registration number C123387

The information in this site is not intended for distribution to, or use by, any person in the United States or in any jurisdiction or country where such distribution or use would be contrary to regulation which would subject The Universal Investment Platform, and it’s products, services, to any authorisation, registration, licensing or notification requirement.


The website has been created for informational purposes and is intended to be used only by authorised distributors or current policy participants that are resident outside of the United States.
We do not offer investment advice, the value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested, if you have any queries, please consult your financial adviser.

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Universal Platform © 2023 

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