Once you decide to move ahead with reserving the investments, our Investment Advisor will help you review offering documents and reserve investments. The advisors shall provide proprietary analysis for all the offerings to explain the offering in detail and make sure you understand all the risks as well.

You can also indicate your desired investment to our Investment Advisor, who in turn will help you with all the documents for that particular offering.

Once reservations are filled for an offering, complete your investment by executing the investment paperwork with the help of our Investment Advisor. They will make sure all the documentation is done correctly and passed on to the sponsors for execution.

During this period, Advisor will work with the sponsors of the offerings to complete the transaction. The advisor will keep you abreast of any important investment updates via e-mail. Once the deal is approved, funds are to be transferred by ACH or wire.

You will start receiving your monthly payouts in the designated bank accounts. You can always reach out to our Advisor in case you need any assistance with your current investment.

Our Advisors will help you easily track and manage your investments and documents. Our Advisor will also provide periodic updates related to the offering. In addition, our advisor shall send you relevant tax forms related to your investment as and when required.