Overview
Invex Financial Group is a team of seasoned financial professionals committed to delivering expert advisory services that support and accelerate business growth. Established in 2013, we have built a solid reputation by successfully closing over 1,500 transactions and facilitating the fundraising of more than ₹50 billion through our extensive financial network. With a robust pan-India presence, we currently cater to clients across more than 30 industries, ranging from manufacturing and infrastructure to technology and healthcare. Our strong relationships with over 50 banks, financial institutions, private equity firms, and venture capitalists enable us to serve as a trusted intermediary between innovative businesses and capital providers.
We specialize in offering strategic support and execution across a range of financial services, including mergers and acquisitions, joint ventures, management consultancy, private equity funding, and structured debt fundraising.
At Invex, we understand that every business is unique, which is why we adopt a tailor-made approach to each engagement—crafting solutions that are aligned with our clients’ specific objectives and growth plans.
Our commitment to integrity, confidentiality, and end-to-end service ensures that clients receive not only expert advice but also practical guidance through the entire transaction lifecycle. Whether it’s identifying the best funding route, optimizing business structures, or facilitating strategic partnerships, our goal is to help our clients unlock their full potential and achieve sustainable success.
Our Vision
To be the trusted partner for businesses seeking transformation and growth, delivering innovative solutions that drive success across industries.
Our Mission
To provide actionable, data-driven strategies that help businesses achieve their financial and operational goals. We focus on empowering our clients with the tools, insights, and guidance needed to thrive in an ever-changing market.
Why Choose Us
We understand that selecting an intermediary to connect you with venture capital firms or businesses is a critical decision. Here are some reasons why we stand out:
Long term vision
We don't just focus on short-term gains. We take a long-term view, working to build lasting relationships and provide ongoing support to help our clients achieve their strategic objectives and drive sustainable growth.
Personalized Approach
We take the time to understand the unique needs and goals of each business and venture capital firm, ensuring that our connections are tailored to their specific requirements.
Extensive Network
Our team has built a vast network of connections within the venture capital and business communities, ensuring access to a wide range of opportunities.
Discretion and Confidentiality
We maintain the highest levels of discretion and confidentiality, ensuring that sensitive information is protected throughout the connection process.
In-House Report Preparation
We have a dedicated team that prepares comprehensive and detailed reports, including market analysis, financial modeling, Investor Pitch deck and due diligence reports, to support our clients’ decision-making processes and ensure a smooth transaction.
End-to-End Solution
We provide a comprehensive, end-to-end solution that covers every aspect of the connection process, from initial strategy to successful closing, ensuring a streamlined, efficient, and successful experience.
Why Choose Us
We understand that selecting an intermediary to connect you with venture capital firms or businesses is a critical decision. Here are some reasons why we stand out:
Long term vision
Personalized Approach
Extensive Network
Discretion and Confidentiality
In-House Report Preparation
End-to-End Solution
Our Values
We operate according to a set of core values that guide our behaviour and decision-making
Integrity
We maintain the highest ethical standards in all our dealings.
Excellence
We strive for superior results in every project, offering quality service that exceeds expectations.
Innovation
We continuously explore new methods, technologies, and strategies to improve business outcomes.
Collaboration
We work closely with our clients, forming lasting partnerships to drive mutual success.
Our Role
We act as a catalyst, introducing promising businesses to strategic investors who share their vision and long-term objectives. At Invex Financial Group, our role goes beyond mere facilitation—we provide the strategic insight, financial structuring, and transaction support necessary to bring meaningful business relationships to life. Leveraging our extensive network and deep industry expertise, we enable companies to secure the right partners and capital needed to scale efficiently and sustainably.
Identifying Opportunities
We help businesses uncover growth opportunities, whether through mergers, acquisitions, joint ventures, or fundraising.
Our Role
We act as a catalyst, introducing promising businesses to strategic investors who share their vision and long-term objectives. At Invex Financial Group, our role goes beyond mere facilitation—we provide the strategic insight, financial structuring, and transaction support necessary to bring meaningful business relationships to life. Leveraging our extensive network and deep industry expertise, we enable companies to secure the right partners and capital needed to scale efficiently and sustainably.
Connecting with the Right Partners
Through our broad network of banks, private equity firms, venture capitalists, and financial institutions, we ensure alignment between the business's needs and investor expectations.
Structuring and Negotiation
We design optimal deal structures, prepare robust financial models, and assist in negotiations to ensure value maximization and risk mitigation.
End-to-End Transaction Support
From initial strategy to final execution, we provide comprehensive support throughout the transaction lifecycle.
Tailor-Made Advisory
Every client engagement is unique. We offer personalized solutions that reflect your company’s goals, market position, and growth stage.
By playing this integrative role, we help businesses not just complete transactions—but achieve strategic outcomes that create long-term value.