Having attracted and managed in excess of $5 billion from our clients around the world, who range from financial institutions and high net-worth individuals to charitable foundations and family funds, we maintain a pragmatic approach to assisting clients in achieving their objectives. Through developing mutual interests, and trust through our partnership, we operate with transparency, commitment and determination.

Index Financial Group’s reputation has been built upon successful implementation of investment strategies and our deliverance of a superior service to our clients. Through our financial network of partners and previous and existing clients, Index Financial Group maintains a premium service which offers opportunities and advice derived from our experience and proficiency in investment strategies.

Whilst built upon the foundation of our established methodology, our strategies are pragmatic in approach, implementation and development, allowing Index Financial Group to manage an investment’s performance and cultivate its potential. From our innovative and comprehensive plans through to an investment’s exit stage, Index Financial Group has established itself as a firm of international excellence.

 

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.

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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.

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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.

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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.

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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.

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Our skilled team are waiting to answer your inquiries.