Corporates are governed by pre-defined frameworks laid by their board. We respect the mandates given by the board and suggest investment ideas keeping in mind the risk appetite, investment philosophy, the time horizon and products which work well within the guidelines defined by the board. Being an investor ourselves allows us to draw from our vast experience and share our learning with our esteemed clients.
Spotting the Potential Companies of Tomorrow, Today and Helping You Make Better Choices to Earn Reasonable Market Returns, While Keeping an Eye on Risk ▶
Comprehensive understanding of debt and equity markets backed by research and our constant interactions with fund managers, heads of treasury and industry experts enables us to spot interesting trends, make better choices and be agile in accordance with the market situation.
Complete Transparency in All We Do ▶
Utmost transparency is maintained throughout the process by sharing market, company & product updates.
Monitoring and Reporting of Performance ▶
Constant monitoring and reporting of performance, assisting Corporates to generate reasonable market oriented returns.
Services that we offer to allocate your capital in various asset classes
Mutual Funds ▶
Many Corporate treasuries park their surplus funds in debt, equity, hybrid schemes considering their investment objectives, risk appetite and time horizon.
In case of debt schemes, we understand that Corporates look for safety, liquidity & returns as their key objectives. We undertake rigourous research by understanding the fund management style, analysing the portfolio for its credit quality, duration risk, interest rate risk amongst a host of other factors.
In case of equity schemes we analyse the investment philosophy, portfolio model & process of fund houses which enables us to select the right fund to help Corporates acheive their investment goals.
Bonds are ideal investment vehicles for the short term investing needs of any Corporate. To invest in the right bonds with the right duration needs skill, expertise, and a track record of getting it right. For more stable and consistent returns with less volatility we provide bonds of PSU Companies, highly rated corporate bonds, tax free bonds, perpetual bonds both in primary and secondary markets. Get in touch with us to know which bonds for what time period and at what coupon are ideal for your investment needs, given the ever changing RBI stance and global uncertainty.
Equities are suggested for investments, to beat inflation and for better long term returns. We provide our clients all options from blue chip companies to under researched ideas and identifying potential multi baggers.
Trading and investment facilities are offered to reputed Corporates, Mutual Fund Companies, Insurance Companies, marquee Institutions & Banks in the capital market and the derivatives segment.
Corporate FDs are Fixed Deposits which are issued by Corporates, they offer higher returns as compared to traditional bank FDs along with stable, regular and consistent income. However, one has to be careful before investing in a Corporate FD.
Our detailed research makes it easier for our clients to pick the best Corporate FDs that are highly-rated by prominent credit rating agencies, thereby ensuring safety and promising rates.
An Inter-Corporate Deposit (ICD) is an unsecured borrowing by Corporates and FIs from other corporate entities registered under the Companies Act 1956. A Corporate having surplus funds usually lends to another Corporate who is in need of funds. The tenure of such deposits range from 7 days to 365 days. They offer higher interest rates and are suitable for investors with higher risk appetite.
Parentage, rating, debt profile, business model etc. are some of the key factors to be considered while investing in ICDs.
Structured products are financial products whose performance or value is linked to that of an underlying asset, product, or index. These may include market indices, individual or baskets of stocks, bonds, commodities, currencies, interest rates or a mix of these and are designed to facilitate highly customized risk-return objectives.
Some of the structured products that are offered include Loan against shares (LAS), Loan against property (LAP), AIF, PMS and Market Linked Debentures (MLD).