Legal Entity

Investments forLegal Entities

EQI Investimentos platform for your company, with BTG Pactual banking and dedicated Magrinelli advisory.

Invest Through Your CompanyMeet Magrinelli

Your company's capital
as a strategic asset

The focus is investment. EQI Investimentos offers to legal entities the same product curation delivered to qualified investors: fixed income, exclusive funds, private equity, COE, primary offerings, and equities.

Banking — checking account, PIX, TED, invoices, forex, and corporate card — is provided by BTG Pactual infrastructure, integrated into the same investment platform.

Magrinelli is your dedicated advisor within EQI, managing strategy and human support — not a generic digital channel.

Fixed income, equities and EQI funds
Exclusive funds and private equity
COE and structured products
International investments
BTG Banking: PIX, TED and invoices
BTG Pactual corporate card

Why open with Magrinelli?

EQI investments, BTG Pactual banking, and Magrinelli dedicated advisory on the same platform.

EQI Investments

Full access to EQI investment platform: fixed income, exclusive funds, private equity, COE, primary offerings, and structured products for legal entities.

Business Portfolio Management

Dedicated allocation strategy for company capital, with EQI advisor support and periodic portfolio review.

BTG Pactual Banking

Banking structure from BTG Pactual: business checking account, PIX, TED, invoices, forex, and corporate card in Latin America's largest investment bank infrastructure.

Integrated Cash Management

Free balance earns automatically and can be directed to EQI investments in a single flow — without freezing company liquidity.

Who it makes sense for

EQI's business investment solution with BTG Pactual banking is designed for companies that treat their capital with the same seriousness as their operations.

01

Holdings and Patrimonial Companies

Dedicated structure for patrimony management through legal entity, with succession planning and tax efficiency.

02

Operational Companies

Optimized cash management for companies with significant capital seeking returns without compromising daily liquidity.

03

Funds and Professional Investors

Structure for investment vehicles, management offices, and qualified investors needing an institutional platform.

04

Freelance Professionals

Doctors, lawyers, consultants, and business partners concentrating income in legal entity needing an account beyond the basics.

Simple Process e assessorado

100% digital opening, with onboarding supported by a dedicated advisor from start to finish.

Etapa 01
Day 1

Business Diagnosis

  • Corporate structure analysis
  • Cash flow mapping
  • Needs identification
  • Suggested cash management plan
Etapa 02
3 to 7 business days

EQI Opening + BTG Banking

  • 100% digital registration at EQI Investimentos
  • BTG Pactual banking account opening
  • Electronic signature of contracts
  • Immediate release after approval
Etapa 03
1 to 2 weeks

Implementation

  • Operational cash migration
  • User and authorization configuration
  • Investment portfolio structuring
  • Initial allocation with EQI curation
Etapa 04
Ongoing

Continuous Support

  • Dedicated advisory via EQI
  • Periodic allocation review
  • Management reports
  • Human operational support

Invest through your
legal entity

EQI investment platform, BTG Pactual banking, and personalized Magrinelli advisory to transform your company's capital into a strategic asset.

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Magrinelli Investimentos

Investment advisory for distinguished individuals and their families.

Investment Advisory Contracted by EQI Investimentos Securities Brokerage.

Contact

Av. Paulista, 302 - Bela Vista
São Paulo - SP, 01310-000, Brasil
[email protected]
Phone: +55 (11) 3336-6593
@magrinelliai

Distinguished estates deserve distinguished advisory

Let's start a relationship today. One that transcends the ordinary.

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© 2026 Magrinelli AI LTDA

All rights reserved

This website contains general information and does not constitute an offer, recommendation, or solicitation for investment.

REGULATION

MAGRINELLI AI Ltda. is an investment advisory firm duly registered with the Brazilian Securities and Exchange Commission (CVM), under CVM Resolution 178/2023. MAGRINELLI AI Ltda. operates in the financial market contracted by EQI INVESTIMENTOS, which can be verified on the CVM website or on the EQI INVESTIMENTOS CTVM S/A website (www.eqi.com.br > Compliance and Rules > B2B Investment Advisors). Under CVM legislation, the Investment Advisor cannot administer or manage investors' assets. Investment in stocks is a risk investment and past performance does not guarantee future returns. In derivatives operations, there is the possibility of losses greater than the amounts invested, which may result in significant asset losses. For information and questions, please contact your Investment Advisor. For complaints, please contact the EQI Investimentos Ombudsman at 0800-770-0190.

Service

MAGRINELLI AI operates as a representative of EQI Investments and all operations are executed through them.

Questions: Contact your advisor|Ombudsman: 0800 770 0190

Important Notices:

  • Investing in stocks is a risky investment and past performance is not a guarantee of future returns.
  • In derivatives operations, there is the possibility of losses exceeding the invested amounts, which may result in significant asset losses.

1. Company Identification

Magrinelli AI LTDA, CNPJ: 53.586.005/0001-04, headquartered at Avenida Paulista, 302 - Bela Vista, São Paulo - SP, 01310-000, Brazil, is an autonomous investment agent company duly registered with the Brazilian Securities and Exchange Commission (CVM), per CVM Resolution 16/2021. Technical Director: Carlos Guilherme Magrinelli Montanher.

2. Accreditation and Regulation

Magrinelli AI Ltda. operates in the financial market accredited to EQI Investimentos Securities Brokerage. Verification available at: www.cvm.gov.br • www.ancord.org.br • www.eqi.com.br

3. Operational Limitations

Under CVM legislation, the Autonomous Investment Agent cannot manage or administer investor assets. Magrinelli AI acts as an intermediary and depends on prior client authorization to execute financial market operations. Every operation requires explicit and informed investor consent.

4. Risk Disclosure

Stock investments are risky operations. Past performance is not a guarantee of future returns. In derivatives operations, there is the possibility of losses exceeding invested amounts, potentially resulting in significant asset losses. Clients should be fully aware of the risks involved before making investment decisions.

5. Non-Solicitation of Funds Policy

Magrinelli AI does not directly request deposits, transfers, or any form of financial resources. All operations must be conducted through accounts at regulated and authorized financial institutions.

6. Conflicts of Interest

Magrinelli AI operates under a performance-based compensation model, aligning its interests with those of clients. Any potential conflict will be disclosed clearly and transparently to clients in advance.

7. Privacy and Confidentiality Policy

Magrinelli AI commits to absolute confidentiality of client information. Personal and financial data are protected under Brazil's General Data Protection Law (LGPD) and CVM regulations. No information will be shared with third parties without explicit consent.

8. Contact for Information and Complaints

General Information: [email protected] • +55 (11) 3336-6593

EQI Investments Ombudsman: 0800-722-0048 (for formal complaints)

Regulators and Supervisory Bodies

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© 2026 Magrinelli. All rights reserved.

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