Our Services

Equity Portfolio Consulting

We offer consulting services in the field of capital market in the presence of client’s consent and expand this consulting services to managing the equity portfolio of our clients through thorough fundamental analysis of stocks, market research, trend analysis, sectoral analysis and investment strategies. We have even obtained channel partnership with JM Financials to cater useful services to our clients like opening of demat accounts, buying/selling shares from their platform through our consultation. Our consulting team utilizes their platform and resources to the fullest that helps us to promote transparency and credibility among our investors.

Our consultation even believes in churning these portfolios in regular intervals  whenever necessary as per the new trend/cycle that helps to optimize their portfolio returns. We even initiate a one-on-one discussion with our clients for a personalized investment plan to achieve their financial goals.

Investment Advisory Services

Creating and curating spectrum of financial instruments to design solution for the clients.

Equity: Structured for long-term and sustainable growth oriented equity investments with top management quality, strong Balance Sheet, Cash Flows, Profitability and future growth.

Fixed Income: We advise to meet the client’s objectives for specified risk level to meet the cash flow needs of the clients.

Mutual Fund: Careful selection of Mutual Funds based on in-depth study of the Fund specific factors with consistency and risk management.  We also periodically monitor to revalidate our choice.

Syndication of Loan

We provide professional assistance to our clients to avail timely finances for their various financial needs like Term Loans, Working Capital Loans, Real Estate financing, Bills discounting, Packing Credit, Housing Loan and Loan against Property.

Financial Consultancy

We gather information about a client’s wants and specific situation. We tailor personalized strategy that uses ranges of financial products and services to help our clients achieve their goals. We also provide Money Management, Financial Structuring, Financial planning, Accounting, Insurance, Retirement Planning and Tax planning services. We manage the working capital of our client by assessing requirement of Trade finance, both fund based and non-fund based (Bank Guarantees and Letter of Credits).

Market Intelligence Report and Due diligence Report

We evaluate a Company’s or asset’s condition highlighting its strengths, weaknesses, opportunities and threats for Acquisition Due Diligence, Investment Due Diligence, Vendor Due Diligence & Strategic Partnership Due diligence.

– Executive summary
– Financial Analysis
– Operational Analysis
– Market Analysis
– Legal and Regulatory
– Risk Assessment

Technical Economic Viability (TEV) Study

Our team of professionals does project feasibility study of green field projects and expansion of projects.

Technical Viability:
– Project Description
– Technology Assessment
– Site Analysis
– Infrastructure Requirements
– Operational Plan
– Risk Assessment (SWOT)
Economic Viability :
– Market Analysis
– Financial Projections
– Cost- Benefit Analysis
– Break-Even Analysis
– ROI and Payback Analysis