Investments
Brivan helps you manage your funds efficiently by analysing existing and new investment opportunities and restructuring options.
Investments
Brivan helps you manage your funds efficiently by analysing existing and new investment opportunities and restructuring options.
Our Investment Services
Treasury Management
Mitigate risks to your company’s financial health with our services focused on liquidity and cash management of your business.
Investments
Optimise your investment goals and utilise idle funds better through our data-driven approach and domain expertise.
Benefits You Get with Us
Optimise Business Liquidity
Fulfil operating requirements and manage contingencies by achieving requisite liquidity with our planning.
Risk Mitigation
Reduce potential financial and reputational risks with the help of our continuous finance assessments and strategic investment suggestions.
Improve Overall Financial System
Boost your company’s financial efficiency by earning additional income through investments, allowing for increased profitability.
Maximise Return on Available Cash
Find the best-suited investment policy to help you maximise gains against your investments.
Focus on Core Operations
Concentrate on critical tasks by delegating investment and fund management responsibilities to our experienced professionals.
Our Engagement Models
Our models are precisely suited for the services and help define the relationship with our clients. Choosing the correct engagement model can be crucial, and we’ve determined them to reflect the range of requirements and give you greater control.
Time Cost Model
Pricing is calculated on the basis of the level, type, and total hours devoted by Brivan’s professionals.
Trading Model
Applicable only in the case of fixed income securities, Brivan facilitates the buying and selling process on behalf of your business, in exchange for reasonable margins.
Brokerage Model
Applicable for fixed deposits and mutual funds. A commission is charged for the placement and distribution of these assets on behalf of your business.
OUR EXPERTISE
We trust in the latest tools & technology
Why Choose Us?
90+
In-house team of professionals
500+
Extended network team
20+
Industries Served
$1.1 B
Under Fixed Asset Management
300+
Clients Served: Consulting
2500+
Clients Served: Business Setup & Compliance
How to Get Started
Initial Discussion
Initially, we understand your investment goals and share our processes to ensure clarity.
Steps
- Meeting to discuss specific requirements
- Understand Purpose for Investment/ Goals
- Explain the process
Advisory Services
Our consulting team devises an investment strategy, and post-approval, the R&D team identifies diversified investment opportunities based on your risk profiling.
Steps
- The consulting team engages and devises an Investment Strategy
- The investment strategy is approved by the client
- Activate the R&D team for analyzing – identifying opportunities and providing the best possible investment options
Feedback and Proposal
The identified investment options are shared, a final proposal is created after incorporating feedback.
Steps
- Identified investment options shared with the clients
- Client feedback is incorporated
- Approval of final proposal
Commence Operations
After KYC, the investment strategy is executed, and login credentials are shared for real-time portfolio updates.
Steps
- KYC for all new clients
- Creation of clients in internal ERP
- Initiation process for the chosen investment options
- User ID and password shared with clients for real-time updates and tracking of portfolio
Regular Communication
Apart from regular meetings to monitor progress, sessions are scheduled to assess changing market conditions.
Steps
- Follow-up meeting according to the market conditions.
- Meeting at regular intervals to discuss progress on problems.
Learn more about us
We have proved our merit by timely completing projects for leading companies.
Our industry experts provide customised solutions to meet a company’s specific needs.
Brivan Consultants is a one-stop professional financial consulting and management firm.
Other Brivan Services
