INVESTMENT ADVISORY SERVICES 
   
 Before the Investment 
 
  • Market Research and Analysis: Identifying potential investment opportunities and assessment of overall market trends and conditions.
  • Due Diligence: Assessing the potential risks and returns of the investment.
  • Financial Modelling and Analysis: Forecasting the potential Financial Performance.
  • Legal and Regulatory Compliance: Identifying and recommendations on potential compliance issues.
  • Capital Raising: Connecting both investors and investees.
 
   
 
During the Investment
 
 
  • Transaction Support: Negotiating deal terms, Preparing and reviewing legal documentation and managing the closing process.
  • Investment Management: Monitoring the investment performance, providing regular reports and recommendations for adjustment to the investment strategy, if required.
  • Performance Monitoring and Reporting: Identifying potential areas of improvement such as analysing financial performance and areas of improvement.
  • Risk Management: Analysing potential risks and recommendations for risk mitigation strategies.
 
  
After the Investment
 
         Conducting various Audits such as:
Financial Statement Audit to provide assurance on the accuracy of investee’s financial statements.

Process Audits to evaluate the effectiveness and efficiency of an organisation’s process, procedures and systems for improvement in organisation's products or services.

Special Purpose Audit, including but not limited to, compliance with specific regulations, sustainability practices, additional assurance to the investor.

Internal Audit to identify and mitigate the risk and improving the internal controls.

Compliance Audit to assure regulatory requirements and avoiding potential legal or financial penalties.

       Future fund raising efforts of exit strategies for the investors.

Making introductions to potential partners, customers to expand the business.

       Providing ongoing communication and updates on business performance, Key Performance Indicators and progress towards milestones.

End utilization of funds invested by the investor.