SERVICES
Tailored financial plans to achieve your goals. Comprehensive analysis and ongoing support to secure your future.
Expert investment strategies designed to grow your wealth. Maximizing returns and managing risk for long-term success.
Personalized retirement plans that ensure financial stability during your golden years. Enjoy peace of mind and independence.
Roundtable Capital Private Group is an investment firm that specialises in long-term asset-backed financing.
Since 2002 we have challenged traditional financing and partnered with hundreds of entrepreneurs and investors in listed companies to provide them with accessible liquidity
We provide Progressive Capital– our partnership approach to investment, rooted in respect, mutual interest and understanding, to deliver liquidity solutions that are vital, transformative, and move our partners forward.
We provide non-recourse, non-purpose capital at competitive terms in exchange for equity collateral. The equity becomes part of our portfolio for the financing term, but the borrower retains all beneficial ownership and upside from the asset upon completion of the financing term.
As your partner, Roundtable Capital Private Group becomes a shareholder of your stock, aligning our interests with yours for the long term. Every transaction is structured per the specific circumstances to meet your needs with a competitive edge.
WHY WORK WITH US
Tailored investment strategies to help you achieve your financial goals.
Personalized retirement plans designed to secure your future and enjoy your golden years.
Comprehensive wealth management services to preserve and grow your assets effectively.
UNIQUE APPROACH
With our unique expertise and years of experience, we offer innovative strategies tailored to your individual financial goals. We understand the complexities of financial planning and take a personalized approach to help you achieve long-term success.
Through comprehensive analysis and thoughtful recommendations, We strive to provide clients with a distinct advantage in managing their wealth. By staying updated with the latest industry trends and technologies, we ensure that our strategies are always at the forefront of financial innovation.
ABOUT US
As an experienced financial advisor, we offer personalized solutions tailored to your unique financial goals. With over a decade of experience in the industry, we have a deep understanding of the complexities of financial planning. Our focus is always on providing exceptional service and building long-term relationships with our clients. We strive to stay up-to-date with the latest market trends and investment strategies to ensure that your financial needs are met with the utmost care and expertise.
RECOGNIZED EXCELLENCE
We have achieved several prestigious awards and accreditations, showcasing my expertise in financial advisory. Each award went through a rigorous evaluation process.
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March 2021
Achieved the highly esteemed Certified Financial Planner title, displaying my commitment to excellence in financial planning.
November 2019
Recognized as the Best Financial Advisor for providing outstanding financial guidance and support to clients.
May 2020
Acknowledged as the Top Wealth Management Firm for delivering superior investment strategies and personalized financial solutions.
TESTIMONIALS
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CAPITAL INVESTMENT, AG
Working with Roundtable Capital Private Group has been a game-changer for me. Their expertise and personalized approach have helped me achieve my financial goals.
ELECTRICITY CORP, INC
I highly recommend Roundtable Capital Private Group. They provided me with exceptional financial guidance and tailored strategies that have significantly improved my financial well-being.
SUMITO CORP, LIMITED
Roundtable Capital Private Group has been an invaluable partner in managing my finances. Their professionalism and commitment to my financial success have exceeded my expectations.
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