Our Services
Comprehensive solutions for debt structuring, capital raising, and wealth advisory. Each service is backed by institutional-grade due diligence.
The Capital Placement Process
Fund Sourcing & Vetting
Identifying top-tier fund managers and conducting preliminary assessments of their strategies.
Rigorous Due Diligence
Deep-dive analysis into track records, risk management, legal structures, and alignment of interests.
Investor Matching
Connecting vetted opportunities with suitable institutional and high-net-worth investors.
Ongoing Monitoring
Continuous performance tracking, risk assessment, and regular reporting to investors.
Why Choose Patfin for Capital Placement?
- ✓Curated access to select fund managers
- ✓Rigorous due diligence on all products
- ✓Negotiated terms and investor protections
- ✓Ongoing monitoring and reporting
- ✓Access to institutional-grade opportunities
Capital Placement
Patfin partners with select fund managers to raise capital globally. We connect institutional and high-net-worth investors with carefully vetted investment opportunities.
Products Covered
- •Private credit funds
- •Real estate and infrastructure funds
- •Structured yield products
Investor Base
- •Ultra-high-net-worth individuals (UHNWIs)
- •Family offices
- •Institutional allocators
Wealth Advisory
We advise sophisticated investors on portfolio construction, private market access, and capital preservation strategies. This is advisory-first, not commission-led.
Advisory Focus
- •Private market allocations
- •Yield-oriented portfolio construction
- •Capital preservation strategies
- •Global diversification and tax optimization
We structure advisory relationships where our interests are aligned with yours. No hidden fees. No conflicted recommendations.
Our Wealth Advisory Approach
Discovery & Assessment
Deeply understanding your capital goals, risk tolerance, and current portfolio exposure.
Strategy Formulation
Identifying yield, diversification opportunities, and capital preservation strategies.
Implementation
Structuring access to exclusive private markets and executing the bespoke portfolio plan.
Ongoing Optimization
Continuous monitoring, rebalancing, and proactive adjustment to market conditions.
Market Research
Institutional-grade analysis to empower informed investment decisions.
Debt Capital Markets
Deep-dive analysis into corporate bond markets, credit spreads, and issuance trends. We cover private credit, mezzanine financing, and structured debt opportunities.
- Corporate Bond Analysis
- Yield Curve Strategies
- Private Credit Insights
Equity Research
Fundamental analysis and valuation models focusing on key sectors like technology, infrastructure, and healthcare. Identifying value across global markets.
- Sector Thematics
- Valuation Models
- Global Indices
Macro Strategy
Top-down assessment of global economic trends, central bank policies, and geopolitical risks. Strategic insights for asset allocation and risk management.
- Central Bank Policy
- Inflation Trends
- Geopolitical Risk
Corporate Social Responsibility Advocacy
We advise corporate houses on impactful CSR deployment. Our team conducts rigorous due diligence and comprehensive project evaluation of Not for profit organisations and societies, ensuring your capital creates measurable, sustainable social impact while maintaining strict compliance and transparency.
- Not for Profit Due Diligence
- Project Impact Evaluation
- Compliance & Transparency Audits
Governance Advisory
Institutional-grade governance isn't just a compliance requirement—it's a capital magnet. We help funds and family offices build frameworks that pass the toughest due diligence.
Engagement Models
- •Capital Readiness Audit: Pre-raise governance health check
- •Framework Setup: Investment committee & risk policy design
- •Ongoing Oversight: Independent member representation
Key Focus Areas
- •Conflict of interest management
- •Valuation policy & methodology
- •Cash controls & counterparty risk
Why Governance Matters
- ✓Accelerates due diligence processes
- ✓Unlocks institutional capital tickets
- ✓Reduces key person risk
- ✓Protects reputation during market stress
How We Are Different
- •Capital-markets-first approach
- •Lender and credit committee language
- •Focus on decision quality, not bureaucracy
- •Practical frameworks used in real transactions