INVEX FINANCIAL GROUP – SERVING SME’S SINCE 2013

Providing strategic, financial and tactical advice in connection with fund raising, M&A, Strategic Joint ventures and shareholder engagements.

Creating High Impact Outcome in

500+

Transaction

50 billion+

Fund raised

Pan India

Presence

30+

Industries

50+ Bank & PE’s

Tie ups

About Us

Experience and Expertise: Our Financial Consulting Team

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About Us

We are a team of experienced financial professionals dedicated to providing expert advisory services towards the growth of the businesses. Established in 2013, our firm has built a reputation for delivering strategic guidance and support in the areas of Mergers & Acquisitions, Joint Ventures, Management Consultancy, Financial Planning, and Fundraising. As a trusted intermediary, we bridge the gap between innovative businesses and venture capital firms, facilitating meaningful connections that drive growth and success.
Our Services

Comprehensive Financial Planning and Analysis

MANAGEMENT CONSULTANCY

As a boutique consultancy firm, we help ambitious businesses to achieve exceptional results....

JOINT VENTURES

We offer a unique blend of expertise, flexibility, and personalized attention. Our consultants work....

Private Equity

Our Private Equity service is designed to unlock growth potential and drive long-term value for........

MERGER & ACQUISITIONS CONSULTING

We take a personalized approach to M&A, recognizing that every client’s needs and objectives are unique.

Structured Debt Funding

Our Structured Debt Funding service is designed to provide businesses with tailored financing..

Financial Modeling, Valuation & Pitch Deck Preparation

1. Develop comprehensive financial plans and models
2. Identify funding requirements....
Our Services

Comprehensive Financial Planning and Analysis

Debt Syndication

Invex Financial Group is undertaking advisory and execution ownership for facilitating Structured debt disbursement for working capital, Project Finance and term-loan based transaction from a trustworthy catalogue of 40+ banks and NBFC’s as per the customized requirement.
01

Equity Funding

Invex Financial Group works with 100+ SEBI regulated Alternate Investment Funds and large fund houses in India and abroad for arranging equity financing needs of our clients. Our expertise is in understanding the client requirements and approaching the fund houses and presenting the client requirements to avail the equity financing.
02

Detailed Project Report

Detailed Project Report is the primary report for the formulation of the investment proposal. Investment decisions are taken based on the details incorporated in study. We prepare an extensive and elaborative outline of a project which includes essential information such as resources and tasks to be carried out which make project turn into success.
03

Investment Advisory

At Invex Financial Group, we offer tailored Investment Advisory services designed to help clients achieve their financial goals through strategic and informed investment decisions. Our approach is rooted in comprehensive market analysis, risk assessment, and portfolio diversification, ensuring optimal returns while managing risks effectively.
04
Our Process

End to end process ownership

01

Mindset & Vision Creation

02

Exclusive Mandate with IFG

03

Process Note & Identification Issues/gaps

04

Planning & Budgeting

05

Help to implement industries best practices

06

Continuous monitoring of value creation process Qtr. on Qtr.

07

Tech adoption & traction

08

Once ready – we help us to raise funds through Angel Investors, Private Equity Venture, Big collaboration & tie ups, Joint Venture.

Our Team Experts

Meet the Our Experts Behind Your Financial Growth

Industries we worked for