Service Plans for Professional Clients
BRAVO INVEST SGR S.P.A. offers three structured service tiers designed to match the scale, complexity, and strategic ambitions of different corporate and institutional clients. Each plan provides access to our core financial intermediation and advisory capabilities, with increasing levels of customisation, dedicated support, and priority execution. All plans are subject to regulatory compliance requirements and are available exclusively to professional and qualified investors as defined under applicable financial legislation. Contact our team to discuss the plan best suited to your organisation.
Essential
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Designed for small and medium-sized companies seeking structured access to financing solutions and foundational financial advisory support.
- Access to business financing intermediation
- Initial financial needs assessment
- Dedicated relationship manager
- Quarterly portfolio reporting
- Access to standard investment instruments
Professional
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Suited to established companies and institutional clients requiring bespoke financing structures, active portfolio management, and regular strategic advisory.
- Custom financing structure design
- Active portfolio & asset management
- Priority access to capital markets
- Monthly detailed financial reporting
- Dedicated senior advisor and support team
Institutional
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Built for large corporations, institutional investors and family offices with complex multi-jurisdictional financial needs and high-volume transaction requirements.
- Full-scope financial intermediation services
- M&A and capital restructuring advisory
- Multi-asset portfolio management
- Real-time reporting and compliance dashboard
- Executive-level dedicated advisory partnership