ABOUT US
Upfront Investment Company has grown from strength to strength to achieve the status of lead consultants in the finacial sector. Through strategic diversiļ¬cation, controlled growth, and innovative investments, the Upfront Investment Company has excelled under the visionary leadership of its Management Team, and expanded to become one of the best diversiļ¬ed private consulting firm in South Africa. Upfront Investment Company unparalleled success is built on a solid foundation of principles and a unique set of attributes. Upfront Investment Company has the capability to utilise various divisions and resources from within to support and complement each other. Along with the dedicated focus on new opportunities in new markets, and the continuous enhancement of product, services and solutions.
- MANAGEMENT
- DIVERSE
- EXPERIENCE
OUR WORKING TEAM AND ASSOCIATE PARTNERS.
- Shakir Nabil
- Shahid MD Reyaz
- Bogdan Serbin
- Cliff Makwana
CONSOLIDATION WITHOUT LOSS OF INVESTMENT INDEPENDENCE.
Our strategy offers diversification across asset classes and geographies to smooth asset flows and reduce concentration risk.
- Affiliate equity participation and revenue sharing
- Cost savings through the deployment of platform services
- Investment in global sales, distribution and product development
WE HAVE A WIDE BREADTH OF EXPERIENCE THAT COVERS MOST OF OUR CLIENTS' FINANCIAL CONCERNS
We're proud to provide cutting-edge expertise in areas including planning, investments, taxes, estate, insurance, income and education. At Finance, our expertise and experience serve a single purpose: To help you succeed.
- We have a wide breadth of experience over 30 years
- We are independent and free from third party influence
- We has a pro-active mindset in regards to client service
Board Of Directors
Ben Klien
Investment Manager
Josh Corin
Executive Officer
Bogdan Serbin
Managing Director
Cliff Makwana
Managing Partner