THE SAVI CAPITAL MODEL

Owner

Goods & Services

Financial advisory and consultancy services; strategic corporate financial advisory services; financial information and advisory services; investment management; investment fund management services; management of a capital investment fund; family office investment management services; investment services, namely, asset acquisition, consultation, development and management services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, namely, private equity and private debt investment services; financial analysis; financial portfolio analysis services; financial analysis and research services; financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; all of the foregoing rendered exclusively to institutional investors, qualified purchasers, qualified institutional buyers, accredited investors, and family offices, and none of the foregoing including, relating to, or offered in connection with mortgage banking, mortgage lending, mortgage brokerage, mortgage loan origination, mortgage loan servicing, mortgage loan securitization, residential real estate financing, or consumer lending