Portfolio Management Services (PMS) focuses on taking concentrated bets for the long term, in high quality publicly listed companies at reasonable valuations. Our primary goal is to generate significant out performance short period
Investment philosophy is based on the synergies of value and quality. We intent invest in relatively undiscovered businesses with long growth potential. 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.
Our team works closely with the thought leaders in each sector to bring best-of- breed services to the table. We keep track of key macro developments and focus on ideas that add significant long-term value to our clients in the areas of Private Placement, Inbound/Outbound Mergers & Acquisitions and Capital Markets
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
We provide bespoke services across the fixed income markets catering to various resources raising in providing value added services with a strong relationship across investor class.
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 Capital Market transactions across sectors.
Organization wide buy in at an early stage helps outperform competition, value add to clients through continued engagement across services
Award winning institutional equities platform focused on mid caps, Research team with track record of effectively communicating Issuers equity story to a wide spectrum of investors
Track record of well received transactions Acknowledged by clients for its role in transaction success Prior experience of the team includes over 25 capital market transactions with amounts raised in excess of US$ 7.5bn.
Senior level involvement throughout the transaction Willingness to think outside the box to achieve transaction objectives; DNA in advisory services help us ideate across various options available to the Issuer
Shortlisting of companies on ongoing basis (on any fundamental trigger) or during quarterly earnings season (after applying Care PMS proprietary quant screeners) for detailed analysis, Extensive fundamental research undertaken on shortlisted stocks and their peer group to spot trend or turnaround in that segment or industry,
Historical Volume growth, Revenue growth expectation, Margin expansion, Expense decrease (as a % of revenue), PAT growth expectation
Detailed analysis about company strategies, management execution capabilities and on pedigree of management followed Q & A with management or investor relations
Zero debt or high interest coverage, Contracting working capital cycle, Improving turnover ratios, historical ROE trend, dividend pay-out ratio
We do not invest in sectors such as distilleries, meat, leather, and tobacco. Investing in these sectors does not fit in our principles. Likewise, on client request we custom build client portfolios avoiding sectors that do not match their principles.
Disproportinate Risk-reward :A detailed analysis of probable downside corresponding to probable upside is done before adding it to the portfolio
Diversify : All Portfolios will be diversified in 18-20 companies and 8-10 sector
Macro Indicators : : Macros like interest rates, institutional flows, etc. will be monitored and appropriate actions will be taken in portfolio
