We identify companies on fundamental basis and invest with a minimum 5 years+ time horizon. Compared to a Mutual Fund where you own units in case of a PMS you own direct equities. We intend to be early in the business discovery, thus providing us maximum earnings growth with limited churn.
An investor who wants to avail services of Portfolio manager however wants to keep execution with him can avail advisory services offered by us.
We do not mimick any index and consider companies in all industries, and companies considered to be small, medium, or large capitalization.
All clients have an option to invest in the products / investment approaches directly, without intermediation of persons engaged in distribution services.
With a demonstrated track record of having closed more than 180 deals, the investment banking business helps companies meet their financial and advisory needs across sectors.
The Fund’s investment objective in relation to the Sub-Fund is to invest in global securities, currencies and commodities in futures, options, spot and other asset classes available in global and Indian markets by employing arbitrage, algorithmic and other trading strategies.
Deep understanding of various sectors and identification of key trends ahead of time, Experience of working with a broad range of companies from large corporate houses to leading mid market players to emerging companies
Repeat transactions with the same clients resulting from high level of satisfaction with our services, Robust capital market fund-raising capability even during the most challenging market situations
Long-standing relationships with Private Equity investors leading to the most suitable alliance between the Company and the Investor.Widely respected Equity Research in the Infrastructure sector with Analysts followed by leading Mutual Funds and Institutional Investors
Care PMS Large & Midcap Strategy : The strategy is launched in June 2020 with a focus to invest in 18-20 companies from Top 250 companies by marketcap.
The strategy will invest in companies which has sustainable business model across market cycles. Strategy is having well defined profit/loss booking policy. The strategy will have a model portfolio concept for investing.
Our Services Include resource raising through Debt Instruments, Loan Syndication & Structured Finance, Acquisition Funding, NCLT Advisory & NCLT funding, Portfolio management & Fixed Income advisory and Intermediation for Debt Instruments..
To be the most preferred Investment Bank through Focus, Innovation and Trust
The team has seasoned professionals with expertise in handling investment strategies across all investments sectors.
In most countries government expenditure exceeds the level of government income received through taxation. This shortfall is made up by government borrowing and bonds are issued to finance the governments debt. The core of any domestic capital market is usually the government bond market
The debt capital markets exist because of the financing requirements of governments and corporates. The source of capital is varied, but the total supply of funds in a market is made up of personal or household savings, business savings and increases in the overall money supply. Growth in the money supply is a function of the overall state of the economy.
In its simplest form a financial intermediary is a broker or agent. Today we would classify the broker as someone who acts on behalf of the borrower or lender, buying or selling a bond as instructed. However intermediaries originally acted between borrowers and lenders in placing funds as required. A broker would not simply on-lend funds that have been placed with it, but would accept deposits and make loans as required by its customers
