Service Plans for Corporate and Professional Clients

Plenisfer Investments SGR S.p.A. offers structured service plans designed to match the complexity and scale of each client's financial requirements. Whether you are a growing mid-market company seeking structured financing or an institutional investor requiring comprehensive portfolio management, we have a plan calibrated to your needs. All plans include access to our regulated intermediation infrastructure and dedicated relationship management. Pricing is indicative and subject to formal engagement terms.

Professional Access

From €2,500/mo

Designed for professional investors and smaller corporates seeking entry-level access to financial intermediation and advisory services with essential reporting.

  • Financial intermediation for standard transactions
  • Access to structured financing instruments
  • Monthly portfolio reporting
  • Dedicated relationship manager
  • Regulatory compliance support

Corporate Solutions

From €7,500/mo

Suited to mid-market companies and institutional clients requiring a broader range of financing structures, active portfolio oversight, and enhanced advisory support.

  • Full-spectrum business financing structuring
  • Active investment management across asset classes
  • Bi-weekly performance and risk reporting
  • Priority advisory and deal execution support
  • Custom compliance and governance documentation
  • Multi-currency transaction capabilities

Institutional Partner

Custom pricing

Our most comprehensive engagement model, built for large corporates, funds, and institutional counterparties that require bespoke financial solutions and executive-level partnership.

  • Bespoke financing and capital market structures
  • Dedicated multi-disciplinary advisory team
  • Real-time portfolio monitoring and risk dashboards
  • White-glove onboarding and ongoing relationship management
  • Access to proprietary deal flow and co-investment opportunities
  • Senior management reporting and strategic reviews