What do we do?
Although we specialize in project financing, we also provide expert services in wealth management.
2. What are our sources of funding?
Family offices, Private funders and 800+ hedge funds.
3. Which domains do we service?
All domains except military equipment.
4. Any geographical restrictions?
None, except UN sanctioned countries.
5. What type of funding do you provide?
Debt + Equity financing
6. Are we a broker who connects the clients to the funders?
No we are not brokers. Since we work directly with lenders and their handlers, we first understand the clients
requirements, package the project documentation, liaise with the funder's analysts, find the suitable funder and work
with the client & the funder to finance the project on a timely manner. We spend 150-200 man hours on an average on each project that qualifies for funding.
7. Do we charge any upfront fees?
No we don't charge any upfront fees. However, there are costs associated with the funding process which will be
discussed once you decide to engage us to finance your projects.
8. How long does it take to get funded?
The entire process takes 60-90 days from application to disbursement depending on the type of financing.
9. I want to know more about the process in detail?
Send us an email and we will reach out to you within 30 minutes.
10. Who are your current clients for reference purposes?
As we are contractually obligated to protect our clients information, we do not publish them on public domain.
"Your Privacy Matters"
Inari Wealth Managementz’s number one priority is your trust. Your privacy is essential to earning and keeping that trust. This tenet drives all of the decisions we make, as well as how we gather, use and store any information we acquire from you. Welcome to inariamc.com. This site is owned and operated by Inari Enterprises Pvt Ltd. Protecting your privacy is important to us. We take precautions to ensure that your information is kept private and confidential. To assist us in providing you the quality services and products that you request or to help meet your needs, we gather, maintain, and use both public and non-public personal information about you. We are providing you with the following policies and practices with respect to sharing of customer information.
COMMITMENT TO YOUR PRIVACY
HOW WE GATHER INFORMATION
We collect your personal information in the process of establishing and administering your accounts.
Application information. When you open an account with Inari Wealth Managementz, you provide information to us on your account application. This information may include your name, address, phone number, email address, PAN number, Aadhaar number and information about your investment experience, objectives, current investments, and information we may obtain from third-parties.
Transaction information. Any time you initiate a transaction in an account with us, we collect information about that transaction. We also keep information about your accounts with us, such as transaction history, current balances and current investments. These records also may include the application information listed above.
HOW WE USE AND SHARE INFORMATION
We share your personal information only for our everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus – and it is limited to those parties who assist us in establishing and administering your account. We do not sell your personal information to anyone.
Use of information. We use your personal information to establish and administer your accounts, to alert you to services we provide, and to fulfill our regulatory obligations.
Sharing information for the purpose of providing service. We disclose your personal information to those parties who assist us in processing your transactions or otherwise providing service to your accounts. In order to improve the services we provide, we also may disclose personal information, such as transaction history and investment objectives, to the financial advisors of Inari Enterprises Pvt Ltd and our channel partners only.
Sharing information for legal purposes. In certain circumstances, we may share personal information as required or permitted by law. We may do so, for example, to cooperate with regulators or law enforcement authorities, to resolve consumer disputes, or for institutional risk control.
HOW WE PROTECT INFORMATION
Even when we share your personal information, we remain committed to maintaining your privacy. We take steps to protect confidentiality of personal information whenever possible.
Contractual protections. We have contracts with all of our employees and with unaffiliated companies with whom we share personal information, prohibiting them from using such personal information for any purpose other than that for which it is disclosed, and further prohibiting them from disclosing it to any other parties.
Sharing with affiliates. We do not share personal information with affiliates unless it is necessary to service your accounts or as permitted by law.
Physical and procedural safeguards. We maintain physical, electronic, and procedural safeguards to protect the confidentiality of your personal information. We also restrict employee access to your personal information to those employees who need to know that information in the course of their job responsibilities.
We consider privacy, security, and service in our online operations to be just as critical as in the rest of our business. We therefore employ all of the safeguards described above, along with the following Internet-specific practices.
UPDATE YOUR INFORMATION
Should you have significant life changes, such as a marriage, birth of a child, change of contact information, death of a spouse, divorce, or a significant change in your financial situation, please contact your Wealth Advisor to determine if such changes will alter your investment objectives, risk tolerance, or investment horizon.
CODE OF ETHICS
Inari Wealth Managementz maintains a Code of Ethics governing its relationship with investors. If you would like a free copy of our Code of Ethics or would like to discuss a complaint, please call (+91) 9100009945 and ask for the Compliance Officer.
ANTI- MONEY LAUNDERING
While we take great care in attempting to know our investors’ individual investment goals and objectives today, the Act requires us to take additional steps to verify the identity of persons opening new accounts, including verifying the identity of prospective investors, consulting applicable government agency lists of known or suspected criminals, terrorists and terrorist organizations to determine if any of our prospective or current investors are on such list, and conducting, in certain circumstances, additional due diligence when accounts are opened, including requesting information about the source of funds deposited into such accounts.
Inari Wealth Managementz intends to comply with this and all other requirements of law, and we thank you for your assistance in meeting our obligations.
BUSINESS CONTINUITY PLAN
Inari Wealth Managementz has developed a Business Continuity Plan (the “Plan”) designed to prevent or mitigate potential business disruption. Since the timing and severity of events that can lead to business disruption are unpredictable, our Plan is comprehensive, continually evolving, and practiced on an ongoing basis. Our Plan is designed to safeguard our employees and property, protect the firm’s books and records, allow our advisors and clients to transact business, and communicate effectively with all stakeholders. Our Plan is also designed to ensure business is not disrupted and to permit our firm to resume business as quickly as possible if there is a disruption.
Our Plan addresses data back-up and recovery, critical technology and communications systems, financial and operational assessments, alternative communications with advisors, clients, employees and regulators, alternate physical locations for employees, critical suppliers and contractors, regulatory reporting, and ensuring prompt access to information if there is a business disruption. Inari Wealth Managementz’s objective is to have critical functions operational within one hour. However, in severe or widespread situations, operations could be delayed for a longer period of time. In the event of a disruption, we will notify you through regular communications on our website www.inariwealth.com or via email, if appropriate.
If after a business disruption you cannot contact us at (+91) 9100009945, please contact your assigned investment advisor representative via email or visit www.inariwealth.com for information related to the business disruption including contact information as appropriate.
FOR MORE INFORMATION
If you have questions about our Plan, please contact Inari Wealth Managementz’s Chief Compliance Officer at