Template.net logoTemplate.net small logo

Home

Menu

  • Home
  • Investments

FREE Investment Templates & Examples

Discover how thousands of Investment Firms are saving time, money, AND growing their business faster than ever…

  • Edit Online
  • Word
  • Google Docs
  • Excel
  • PDF
  • Google Sheets
  • Illustrator
  • PSD
  • Apple Pages
  • Publisher
  • InDesign

Free

Retirement Investment Services Letterhead Template

Retirement Investment Services Letterhead Template - Edit Online & Download

Free

Investment Bank Letterhead Template

Investment Bank Letterhead Template - Edit Online & Download

Free

Investment Fund Letterhead Template

Investment Fund Letterhead Template - Edit Online & Download

Free

Investment Fund ID Card Template

Investment Fund ID Card Template - Edit Online & Download

Free

Investment Fund Poster Template

Investment Fund Poster Template - Edit Online & Download

Free

Investment Fund Flyer Template

Investment Fund Flyer Template - Edit Online & Download

Free

Wholesales Real Estate Investment Flyer Template

Wholesales Real Estate Investment Flyer Template - Edit Online & Download

Free

Residential Real Estate Investment Flyer Template

Residential Real Estate Investment Flyer Template - Edit Online & Download

Free

Real Estate Investment Group Flyer Template

Real Estate Investment Group Flyer Template - Edit Online & Download

Free

Real Estate Investment Company Flyer Template

Real Estate Investment Company Flyer Template - Edit Online & Download

Free

Investment Management Flyer Template

Investment Management Flyer Template - Edit Online & Download

Free

Real Estate Investment Certificate Template

Real Estate Investment Certificate Template - Edit Online & Download

Free

Investment Growth Vector Template

Investment Growth Vector Template - Edit Online & Download

Free

Printable Real Estate Investment Proposal Template

Printable Real Estate Investment Proposal Template - Edit Online & Download

Free

Investment Fund Postcard Template

Investment Fund Postcard Template - Edit Online & Download

Free

Investment Management Letterhead Template

Investment Management Letterhead Template - Edit Online & Download

Free

Investment Fund Business Card Template

Investment Fund Business Card Template - Edit Online & Download

Free

Investment Facebook App Ad Template

Investment Facebook App Ad Template - Edit Online & Download

Free

Investment Banking Services Linkedin Single Image Ad Template

Investment Banking Services Linkedin Single Image Ad Template - Edit Online & Download

Free

Investment Profile Linkedin Banner Template

Investment Profile Linkedin Banner Template - Edit Online & Download

Free

2023 Budget Planner Template

2023 Budget Planner Template - Edit Online & Download

Free

Board Meeting Presentation Template

Board Meeting Presentation Template - Edit Online & Download

Free

1 Dollar Play Money Template

1 Dollar Play Money Template - Edit Online & Download

Free

Retail Investment Prospect Trends Line Chart Template

Retail Investment Prospect Trends Line Chart Template - Edit Online & Download

Free

Investment Fund Whatsapp Template

Investment Fund Whatsapp Template - Edit Online & Download

Free

Investment Fund Twitter Post Template

Investment Fund Twitter Post Template - Edit Online & Download

Free

Investment Fund Tumblr Post Template

Investment Fund Tumblr Post Template - Edit Online & Download

Free

Investment Fund Pinterest Pin Template

Investment Fund Pinterest Pin Template - Edit Online & Download

Free

Investment Fund Linkedin Post Template

Investment Fund Linkedin Post Template - Edit Online & Download

Free

Investment Fund Instagram Story Template

Investment Fund Instagram Story Template - Edit Online & Download

Free

Investment Fund Instagram Post Template

Investment Fund Instagram Post Template - Edit Online & Download

Free

Investment Fund Facebook Post Template

Investment Fund Facebook Post Template - Edit Online & Download

Free

Real Estate Investment Presentation Template

Real Estate Investment Presentation Template - Edit Online & Download

Free

Investment Fund Bi-Fold Brochure Template

Investment Fund Bi-Fold Brochure Template - Edit Online & Download

Free

Investment Fund Tri-Fold Brochure Template

Investment Fund Tri-Fold Brochure Template - Edit Online & Download

Free

Investment Fund Logo Template

Investment Fund Logo Template - Edit Online & Download

Free

Financial Investment DL Card Template

Financial Investment DL Card Template - Edit Online & Download

Free

Finance Investment Roll-Up Banner Template

Finance Investment Roll-Up Banner Template - Edit Online & Download

Free

Financial Investment Billboard Template

Financial Investment Billboard Template - Edit Online & Download

Free

Investment Roll Up Banner Template

Investment Roll Up Banner Template - Edit Online & Download

Free

Investment Prospectus Template

Investment Prospectus Template - Edit Online & Download

Free

Investment Fund ID Card Template

Investment Fund ID Card Template in PSD, Illustrator, InDesign, Word, Publisher - Download | Template.net
Pro template icon representing

Investment Fund Poster Template

Investment Fund Poster Template in PSD, Illustrator, InDesign, Word, Publisher - Download | Template.net
Pro template icon representing

Real Estate Investment Certificate Template

Real Estate Investment Certificate Template in Pages, Word, Publisher, Google Docs - Download | Template.net
Pro template icon representing

Investment Growth Vector

Investment Growth Vector in Illustrator, EPS, JPG, PNG, SVG - Download | Template.net
Pro template icon representing

Investment Fund Invitation Template

Investment Fund Invitation Template in PSD, Illustrator, InDesign, Word, Publisher - Download | Template.net
Pro template icon representing

Professional Investment Seminar Invitation Template

Professional Investment Seminar Invitation Template in PSD, Publisher, Illustrator, Word, Pages - Download | Template.net
Pro template icon representing

Modern investment Seminar invitation Template

Modern investment Seminar invitation Template in Illustrator, Word, PSD, Pages, Publisher - Download | Template.net
Pro template icon representing

Investment Seminar Invitation Template

Investment Seminar Invitation Template in Word, Pages, Publisher, PSD, Illustrator - Download | Template.net
Pro template icon representing

Mortgage Pre-approval Checklist

Mortgage Pre-approval Checklist in Excel, Google Sheets - Download | Template.net
  • 1

  • 2
  • 3
  • 4
  • 5
  • Next

What are Some of the Templates you Need Most Often for Investment Purposes?

In an economic sense, an investment is the purchase of goods that are not consumed today but are used in the future to create wealth. In finance, an investment is a monetary asset purchased with the idea that the asset will provide income in the future or will later be sold at a higher price for a profit. The papers needed in the procedure of investment must be prepared and handled carefully. On the investment, papers depend how much money you are going to invest, what are going to be your returns, what is the tenure, etc. Some documents you might need for your business investment are:

  • Investment Proposals:

Do you want to slay your investment proposal? You came to the right place. We have investment proposal templates that are 100% customizable, easily editable, professionally written, and printable. These templates will surely help you grab your investors' attention and just stick to your investment proposal. Surely, these templates are on point and can save you time. Release from the stress of writing your own, just try these templates and just input your information and you are done. Don't look anywhere, we have everything you might need. Want to try our investment proposal templates to lock investments with investors? It is easy, you just have to sign up for any of our subscription plans.

  • Business Investment Agreement:

Are you looking for business investment agreement templates to help you save time? Look no more, we have 100% customizable, easily editable, and printable documents. These templates will surely help you avoid stressing yourself in writing your own business investment agreement. The sections in these templates are very easy to customize. You will not worry about product quality because these templates are written by professionals. Just input the terms that both of you have agreed, and you are done. Want these templates now? Just sign up for any of our subscriptions and start editing your business investment agreement using our high-quality templates.

  • Investment Contracts:

Making money out of money is the best feature of Investment, right! But along with it, comes a lot of volatility too. It can arise from many false and confusing facts. If you are writing an investment advisory or a guaranteed investment contract, make sure to make it the right way. To save your capital and interest we have prepared high-quality funding contract templates. They are 100% customizable and printable that can save you time. It is our little effort to enhance your return of investment (ROI) and portfolio allocation with professional contracts.

  • Investment Memo:

Do you want to skip the hassle of creating from scratch and immediately proceed to provide the details of the investment memo that you provide to your potential investors? Do not worry for we can surely provide you a kick start in your memo creation through our investment memo templates. Our premium templates contain investment recommendations through their suggestive content, which is customizable according to your business needs. You can include your company details, audit report, industry analysis, and other important information that your investors must know, thanks to its editable feature. Do not miss this great opportunity! Download our ready-made and print-ready templates today!

Visit Template.net for investment papers of all kinds of businesses from construction to real estate. Hurry!

Frequently Asked Questions

What are the Different Types of Investment?

The 6 main types of investments are:

  • Growth investments. 
  • Shares.
  • Property. 
  • Defensive investments.
  • Cash. 
  • Fixed interest.

What are the Best Ways to Invest Money?

The range of best investments includes high-yield savings and cash management accounts, money market mutual funds, CDs, bonds, mutual funds, index funds, ETFs and individual stocks. ... For long-term goals you have more leeway to invest in more volatile assets (stocks, mutual funds).

How Can I Invest even a Small Amount of Money for Higher Returns?

The Best Ways to Invest even a small amount of money:

  • Automate with Robo-advisors. 
  • Invest in Dividend Stocks. 
  • Invest in short-term cash investments. 
  • Lend to others. 
  • Invest in your own personal development. 
  • Invest in ETFs. 
  • Index funds. 
  • Buy individual stocks.

What are Some of the Things to Keep in Mind Before Doing an Investment?

Things to Keep in Mind Before Investing:

  • Draw a personal financial roadmap. 
  • Evaluate your comfort zone in taking on risk. 
  • Consider an appropriate mix of investments.
  • Be careful if investing heavily in shares of employer's stock or any individual stock.
  • Create and maintain an emergency fund.

What are The Things to Check While Selecting a Certain Type of Investment?

The things to check while selecting a certain type of Investment are:

  • Risk Vs Reward. Any kind of investment would involve a certain degree of risk. 
  • Individual Risk Appetite. One man's food is another man's poison – the same goes for investment. 
  • Investment Capital. The amount is investment capital you have can also affect your choice of investment. 
  • Time Horizon.
  • Workspace
  • Generate
  • Templates
generate
Filter
  • Design
  • Document
  • Form
  • Business
  • Trending
  • Graphic
  • Word
  • Excel
  • Powerpoint
  • Google Docs
  • Google Sheets
  • Google Slides
  • PDF
  • PSD
  • Illustrator
  • Apple Pages
  • Apple Numbers
  • Apple Keynote
  • Publisher
  • Outlook
  • Indesign
iconBusinesscollapse icon
  • Academic
  • Accounting
  • Administration
  • Advertising
  • Affiliate Marketing
  • Agency
  • Agriculture
  • Airline
  • Architect
  • Architecture
  • Attorney
  • Auction
  • Auto Repair Service
  • Aviation
  • B2B
  • Baby Sitting
  • Bank
  • Barber Shop
  • Beauty Parlor
  • Board of Director
  • Bookkeeping
  • Boutique
  • Brand
  • Camping
  • Car Rental
  • Catering
  • CEO
  • Chef
  • Child Care
  • Chiropractor
  • Church
  • Cleaning Service
  • Climate Change
  • Coaching
  • College
  • Conference
  • Construction
  • Consultant
  • Contractor
  • Corporate
  • Cricket
  • Cryptocurrency
  • Day Care
  • Defense
  • Dental Clinic
  • Digital Marketing Agency
  • Director
  • Donation
  • Driving School
  • Ecommerce
  • Education
  • Electrician
  • Electronic Company
  • Engineering Company
  • Entertainment
  • Entrepreneur
  • Estate
  • Event
  • Facilities Management
  • Factory
  • Fashion Designer
  • Film
  • Finance
  • Flower Shop Grand Opening
  • Football
  • Freelancer
  • Front Office
  • Furniture Store
  • Gaming
  • Grocery Store
  • Health & Safety
  • Healthcare
  • Hiring
  • Home Care
  • Hospital
  • Hostel
  • Hosting
  • Hotel
  • HR
  • Ice Cream Parlor
  • Industry
  • Influencer
  • Insurance
  • Interior Design
  • Investment
  • Investor
  • IT Services and Consulting
  • Kindergarten
  • Landlord
  • Landscaping
  • Law Firm
  • Lawn Care
  • Lawyer
  • Leadership
  • Legal
  • Logistics
  • Management
  • Manufacturing
  • Marketing
  • Media
  • Movie Theater
  • Moving Company
  • Music Band
  • Music Festival
  • Nail Salon
  • Night Club
  • Non Profit
  • Nurse
  • Nursery
  • Nursing Home
  • Operation
  • Organizer
  • Pet Care
  • Pet Grooming
  • Pet Store
  • Pharma
  • Pharmacy
  • Photographer
  • Plumbing
  • Police
  • Process
  • Property Management
  • Psychologist
  • Quality Control
  • Real Estate
  • Restaurant
  • Retail
  • Sales
  • Salon Templates
  • School
  • SEO
  • shipping
  • Skin Beauty Clinic
  • Small Business
  • Speaker
  • Staffing Agency
  • Startup
  • Team
  • Therapist
  • Tourism
  • Trade Show
  • Transport and Logistics
  • Travel Agency Templates
  • Tutor
  • University
  • Venture Capital
  • Wedding
  • Work
Template.net Logo
Free Tools
  • AI Design Generator
  • AI Document Generator
  • AI Form Generator
  • AI Presentation Generator
  • AI Whiteboard Generator
  • AI Photo Editor
  • AI Chart Editor
Business Categories
  • Marketing
  • Sales
  • Advertising
  • HR
  • Finance
  • Construction
  • IT
  • Non Profit
  • Education
Applications
  • Word
  • Excel
  • PPT
  • Publisher
  • Outlook
  • Google Docs
  • Google Sheets
  • Google Slides
  • PDF
  • Apple Pages
  • Apple Numbers
  • Apple Keynote
  • PSD
  • Illustrator
  • Indesign
  • Free Templates
  • Popular Templates
Company
  • About Us
  • Read Blog
  • Pricing
  • Customer Support
  • Disclaimer
  • Support/FAQs
  • License Agreement
  • Terms & Conditions
  • Right Policy
  • Privacy Policy
  • Terms of Use
  • Brand Guidelines
  • Refund Policy
  • Cancelation Policy

Template.net © 2014 - 2025. All rights reserved

60% OffGet Now

Download unlimited
investment Templates!

Includes Ai investment Generator
Get Access to the World’s Largest Template Library & Tools