Financial Expertise You Can Trust & Secure.

Innovative Financial | Mergers & Acquisitions | Management Consultancy | Valuation & Financial Modelling | Business Transformation |Financial Planning & Fundraising |

Understanding Client Goals

At the heart of our personalized approach is a deep understanding of our clients' goals and objectives.


01.

Tailored Strategy

With a clear understanding of our clients' goals, we develop a customized strategy that meets their specific needs.
02.

Ongoing Support

We provide ongoing support to ensure our clients achieve their goals. Our team is always available to answer questions, address concerns, and provide guidance and expertise.
03.
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

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.
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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.
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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.
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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.
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Our Process

End to end Solution with best experts

Contact Us
01

Initial Consultation

Introduction between the consult and the client. Understand the client's financial situation, goals, challenges, and funding expectations.
02

Data Analysis and Report Preparation

Analyze cash flow, income, expenses, debts, assets, liabilities, and financial ratios. Identifying the right tool of funding. Preparing a professional report for presenting the proposal to financer/Investor.
03

Term Sheet

Getting the term sheet with the best commercials and suitable products to the clients.
04

Closure of the deal

We provide end to end solution and close the all term and conditions from both party end.
Our Team Experts

Meet the Our Experts Behind Your Financial Growth