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

WHY CHOOSE OUR COMPANY?

LEADERSHIP EXPERIENCE

Upfront Investment Company is committed to providing a diverse set of unique, duly researched, well-structured and risk-mitigated investment opportunities to its clients, with a view to achieve consistent and superior returns in the fields of private equity, venture capital, infrastructure and real estate.
Under the leadership of a committed group of prominent shareholders and investors, our team enjoys collective investment, strategic management, finance and accounting experience. We enjoy a track record of managing over $2.5 billion in assets and investments.

TRACK RECORD

Upfront Investment Company Finance Service inherits the track record Financial Consultancy. We are established over the past decade to manage and advise on the management of private assets. Our track record includes $2.5 billion of assets previously under management

DEDICATED

Our team of dedicated, experienced, senior investor relations professionals enjoys experience with the Middle-East Finance companies and relationships with thousands of private and institutional investors internationally. We have strategic relationships with deep-pocket investors infrastructure, real estate development companies and banks.