Our Strategy

Since launching Index Financial Group’s first fund over 5 years ago, we have helped high net-worth investors, charitable foundations and international financial institutions to plan and implement extensive strategies to best enable our clients to reach their objectives. Through our professional and principled approach, our team has developed a reputation for delivering our clients both long-term viable investment opportunities and a steady and secure stream of returns.

 

Browse Areas of Expertise

Index Financial Group has established itself as a market leader in identifying investment opportunities with a view to returning appreciable dividends. We typically target undervalued opportunities with the purpose of cultivating long-term returns, often in developing markets, allowing us to enter the investment early to maximize returns whilst scaling down the financial risk.

>> read more

Our private equity department seeks to identify small to mid-sized companies so as to again recognize an opportunity before it has received significant market attention. Developing a strong partnership with management, Index Financial Group supports growth, subsequently enhancing potential returns.

>> read more

Our mezzanine finance department assists companies with subordinated debt with a multitude of objectives, from securing acquisitions and expanding operations to recapitalizations of their enterprise.

>> read more

Index Financial Group’s focus on real estate investments typically focuses on generating stable income from assets by diversifying real estate portfolios and interests. By diversifying a real estate portfolio, we assist clients in securing stability whilst simultaneously generating wealth and mitigating risk.

>> read more

Our innovative and market-leading return strategy aims to offer clients a premium service with focus on providing risk-adjusted returns suitable to individual investors whilst also adhering to our core principles and business ethics at management level. Through individualized strategies, we consistently look to provide clients with an unrivaled service and superior market analysis and research.

>> read more

 

If you have any questions, we would love to hear from you!

Our skilled team are waiting to answer your inquiries.