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


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....
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

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
Puneet Bhatia
Managing Partner
Puneet Bhatia, Managing Partner Puneet is a Chartered Accountant and Company Secretary by qualification and ha...
Payal Garg
Assistant Vice President
Payal Garg, Assistant Vice President Payal is an MBA – Finance with Financial modelling and analytics from a r...
Priya Dalal
Senior Manager
Priya Dalal , Senior Manager Priya is an MBA finance and marketing from a reputed institution and has an exper...
No Results Found
Industries we worked for
Pharmaceuticals

Agro Chemicals

Logistics

Health care

Educational Institutes

Infra & Real estate

Textiles

Jewellers
