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Investment Consulting

Our Investment Consulting services help clients achieve their long-term strategic investment goals. We have extensive experience across all aspects of Investment Consulting. We strive to ensure that you achieve your investment objective through the combination of our strategic approach and business acumen.

4.5/5
What we offer
We have a consolidated pool of investment consultants for simplifying the corporate structure, increasing the capital base, making the investment company initial public offering ready for raising additional debt pattern of the promoters. Our multi-disciplinary team offers our clients crisp accuracy in accomplishing strategic objectives.
Selection

We select a target company that will bring client the business benefits and synergies they are looking for. As an objective advisor, we will robustly question your assumptions about the benefits and synergies they are likely to achieve from the acquisition.

Mergers & Acquisitions

Acquisitions have become an essential and integral part of corporate strategy and will gain more significance as competition intensifies and companies move up the growth curve. We enable with best investment acquirers to investigate targets for what is really important, identifying the key sources of ongoing value and sniffing out any odds.

We provide concept to completion solutions on a turn-key basis for executing M&A transactions covering the entire gamut of critical components, be it structuring, finance or regulatory. Our strategic support covers corporate mergers, acquisitions and divestitures as well as debt and equity financing.

We have a panel of experts to develop a clearly articulated strategy and an M&A plan that reinforces that strategy. After in-depth study of the companies, financials and assimilating management’s objectives, we deliver a set of cost effective options which also pave the way for long term profitable growth.
Valuation

Based on the structure of the transaction and client’s needs, our team arrives at a valuation/swap ratio which is in line with applicable regulations like income tax. We carefully analyse the cash flows and other macro-economic factors specific to the target industry on the basis of which we determine independent and fair valuation for the acquisition.

Financial Due-Diligence

We deliver comprehensive review of the company’s business plan in the context of market conditions and industry competition. Through our analytical reviews we help companies diagnose poor performance and formulate their corporate strategy which provides a basis to prepare plans for the improvement and evaluation of new markets and potential acquisition targets. In case of financial institutions, we help to assess the feasibility of business plans.

Commercial Due-Diligence

We have potential acquirers of businesses, large corporate firms, private equity funds providing a thorough assessment of a target’s positioning within its commercial environment. Our cdd report would assess the target across the following areas: Market structure, key competitors, basis of competition and barriers to entry, business plan achievability, key risks and areas for improvement.

Legal Due-Diligence

In an M&A process, any responsible management requires a comprehensive assessment of the possible legal risks related to the corporate status, assets, contracts, securities, intellectual property of the target company concerned. We provide legal due diligence to our customers to their respective requirement.

Execution

Our vast experience in execution of transaction under single window has enabled us to foresee impediments in efficient execution of any deal and where there are possibilities of leads and lags. This makes execution process, (which involves approvals of different government authorities at different stages), smooth and time and cost efficient. After all the requirements are satisfied and agreed by our clients the deal is done.

Negotiation and Agreement

Successful transaction management requires careful planning at every step of the way. We can accurately assess your situation and help you to put a strategy in place for success.

Investment Strategy

We work closely with our clients to understand their investment objectives, risk appetite, ROI expectations and time frame to achieve the same. Based on this, we advise clients on sectorial investment or a portfolio investment.
Investment Performance

We help our clients leverage our expertise by providing customized, independent investment portfolio performance, risk and reporting using industry best practices.

Investment Governance Services

We assist our Clients in achieving best practice governance standards including investment policy formulation; portfolio allocation analysis; authority delineation; and relationship management.

4.5/5
Investment Due Diligence
We works with investors to conduct comprehensive investment due diligence reviews on funds and asset managers. Our work covers operational and investment due diligence on all strategies globally.
Why Us

Check why you choose us

  • Our strategies are tailor made to different situations in which you’ll pay less in taxes.
  • We are a hub of experience and intellect with practical approach.
  • Adherence to time frame enables you to derive synergies at the right moment.
  • We are masters at taking decisions by keeping emotions out of the equation.
  • The broader perception and capability to look far into the future with long term strategies.
  • We are driven with the philosophy of client first, rest all next..

Capital Management

We work closely with our clients to determine objectives, risk tolerance and review any considerations that are relevant to the portfolio management process. Portfolios are managed on a discretionary basis, but we are in regular contact with clients to ensure the asset mix and specific holdings remain appropriate. With the rise of business goals and investment needs, there is a possibility for the change of financing needs, and that is when companies need a strategic partner with financing expertise to guide them. We provide services in
Graph Business Financial Investment Risk Word

Risk Analysis

We have moved beyond the traditional methods of risk analysis – focused as they are on failure – to explicitly target success. Innovative approaches in risk management are used to target the key issues that drive and influence organisational and project risk. Our research analysts provide predictive analysis to support the low risk operational decision-making.

Capital Budgeting & Allocation

Access to defensible capital budgeting information reduces the risk of undertaking expensive and time-consuming projects. We provide a method for tracking the capital budget cycle from analysis to evaluation, helping clients execute master planning, expansion, modernization, and consolidation projects in an organized, cost-effective manner.
Business woman analyzes the budget in the company
Sales forecast on digital tablet

Planning Budgeting & Forecasting

Budgeting, planning and forecasting (BP&F) is a three-step process for determining and detailing an organization’s long- and short-term financial goals. This process is usually managed by our consultants, who are industry experts with vast, related experience.

Capital Market Advisory Services

Our Capital Markets Advisory (CMA) team provides independent and objective advice on critical capital market judgments to make throughout the IPO process. We provide debt, equity and equity-linked capital markets and execution designed to offer formidable solutions for quick business growth.
Business advisory discussing meeting to analyze market growth and business investment strategies.

Private Equity

We maintain a large global network of experienced professionals serving private equity and institutional investor clients. Our team has deep sectorial experience. We work from financial services to technology, e commerce and related industries. We support our client’s objectives through the following process:

Deal Generation

We work alongside investors and fund managers to develop the right investment thesis and enhance deal flow by profiling industries, screening targets and devising a plan to approach targets.

Portfolio Value Creation

Immediately post-acquisition, we support the pursuit of rapid returns by developing strategic blueprints for acquired companies, leading workshops that align management with strategic priorities and directing focused initiatives.

Leveraged Buyouts

We provide Strategy plans to the investors, who are looking forward to fund potential businesses, while our team is focused on implementing the strategy to safe guard the interests of the Financial Institutions.

Growth Capital

We always explores, for opportunity seeking and good-lined companies, to implement the Growth strategy for higher growth returns. We guide our fund managers, after due diligence, to invest in relatively mature companies for their expansion or restructure operations.

Due Diligence

We help investors make better deal decisions by performing due diligence, assessing performance improvement opportunities and providing a post-acquisition agenda.

Exit Planning

We help ensure that investors maximize returns by preparing for exit, identifying the optimal exit strategy, preparing the selling documents and pre-qualifying buyers.

We design investment strategies after due diligence, to meet the client’s requirements.

  • Sourcing of global proprietary investment opportunities
  • Designing complex financial strategies appropriate for unique industries
  • Conducting due diligence
  • World-class professionals
  • Recognizing market trends quickly and early
  • Investment Strategies

Venture Capital

We identify opportunities in early stage investments and work closely with the business promoters and clients to deliver a long-term capital appreciation.