Advisory Services

Our advisory services in Venerate group broadly encompass the following.


  • Corporate
  • Principal Investment
  • Private Equity
  • Venture Capital
  • Stock broking


Wealth Management
Working with the client in Financial/investment advice incorporating Accounting/Tax and Legal/Estate planning services.
Portfolio Management
Working with the client to ensure appropriate investment mix, policy, matching investment with client's objectives, proper asset allocation, and risk balancing.
Asset Management
Holistic deployment of client's asset to various investment vehicles tailor-made to each investors peculiarity.


  • Structured Project Finance
  • Supplier Finance


Venerate provides financial advisory services to clients in the private, public, or mixed sectors. The scope of Venerate’s efforts in this area depends on the specific needs of each client and may or may not be linked to fundraising or a specific financial product.

The range of advisory services that Venerate offers involves defining and structuring financing plans for projects or companies, assisting the public sector in the design and implementation of public bidding processes for construction, operation, and management of infrastructure or public services

(public-private partnerships, concessions), assisting the private sector in preparing bids to take part in said public bidding processes, assisting in mergers and acquisitions, and company appraisals, among other activities.

The financial advisory services offered by Venerate afford customers from the public and private sectors additional options that complement and add value to Venerate's traditional products. These services are directed at public, private or mixed enterprises seeking innovative operations or requiring specialized financial knowledge.


Loans are agreements between Venerate and its clients, whereby clients agree to return to Venerate, within a specified period, the sum of money borrowed for a specific purpose, plus interest, fees, and other expenses agreed between the parties.

Loans represent one of Venerate's financial tool, and can be short term (1 month), medium term (1-3 Months), and long term (Over 90 days). All loans under the Venerate platform are project specific in nature.

Eligible transactions for funding by Venerate are those that are submitted by private or mixed capital sector projects from a wide range of economic sectors.