Arranging Deals in Investments

Many high- and ultra-high-net worth individuals, as well as corporations, often seek opportunities to maximize their capital and turn to financial advisors for guidance. InvestIN will leverage its knowledge and experience to offer appropriate financial solutions and advice, helping clients achieve their long-term financial goals. InvestIN will take the time to review and gain a good understanding of its client’s financial portfolio and objectives and arrange suitable investment deals as per their requirements. The firm will provide a bespoke service to the client with the assistance of counterparties, who will be local and international banks that offer trading platforms for financial products.

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For each investment idea, a thorough risk and return analysis and investment justification will be created. The risk-to-reward ratio, the lock-in time, the ease of liquidation, the conditions relating to taxes and the law, among other factors, will be used to categorize investment opportunities.

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The firm will provide complete assistance for its client to negotiate and close the investment deal with the counterparty.

Other arranging deals in investments would include:

• Private Investments;
• Promoter Financing;
• Arranging Debt Financing;
• Project Financing;
• Equity financing for corporates.
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The Firm intends to conduct the following via this financial activity:

• assisting any of the parties referred to in a. through activities, such as, completing the applications or other processes relevant to the transaction;
• negotiating and settling terms of the contracts between the parties referred to in activity above;
• collecting and processing fees, commissions;
• sending required documents or confirmations relating to transactions.