ASSET MANAGEMENT

We strive to provide unbiased strategic advise to enhance and optimize investor value Our Asset Management services are our solutions to support our private equity clients in meeting their objectives of maximizing returns. Our services have been designed to address the challenges being faced by investors in managing the operational, strategic and financial aspects of their investee companies, as the investors are not able to get the right management information in time and are concerned about fraud, misappropriation or misconduct in their investee companies.

WHY US?
  • → We ensure that an unbiased, outsider perspective is brought into asset management
  • → Ensure that Investors interests are optimized without jeopardizing the relations between the investors and the investees
  • → No commercial relationship with the investee companies without express approval of investors
  • → We ensure dedicated teams for each portfolio with Chinese walls.
 
Tracking
  • → Track market and other news relating to GP's / Investee companies (IC) / Indian promoters
  • → Collate data pertaining to the market from public domain and carry out benchmarking of the IC data
  • → Stakeholders meeting
Monitoring
  • → Attend board meetings as a nominee or alternate director or observer
  • → Analyze the progress including operational and financial performance
  • → Analyze end use of investor funds, funding gaps, cash position
  • → Compare the actual performance with budget / plan / market
  • → Periodical company / Site visits to assess and discuss with management the progress of projects / business plans
  • → Flag timely warning of deviations
Compliance
  • → Check and analyze compliances with:
  • → Shareholder agreements (SHA / SPA)
  • → Approvals
  • → Statutory requirements (tax, Company law etc)
Report
  • → Periodical asset management report including:
  • → MIS, P & L and B/S
  • → Exceptions
  • → Status Update
  • → Compliance tracker
  • → Business plan performance report (Updated business plan, IRR); cash flows
  • → Market news
Control
  • → Suggest / recommend action plan for resolving identified deviations
  • → Work with investors / principals in implementing their decisions
  • → Identify exit opportunities
  • → Report on implementation of agreed action plan
  • → Documentation management
  • → Deep understanding of the nature ofeach investment and the nuances thereof.
  • → Frequent and periodic update ofmarket situations, regulatory changes, new policy enhancements to helpformulate new strategies for value enhancement.
  • → Periodic monitoring of projectprogress to ensure Timely delivery Avoidance of cost overruns
  • → Sales MIS and cognizance of anydifferences
  • → Comparison of budgets and actualincurred
  • → Present all alternatives to the IC /board for taking informed decisions based on prevalent situations
The finance function forms the "heart" of any organization, enabling it to take informed decisions. We assist in developing the finance and accounting systems for our investors' portfolio companies, in line with the existing and future requirements.
We define, develop, create and improvise finance functions, keeping in mind the cost / benefit and practical aspects of getting things done.
We have international and Indian legal experts on board to provide informed advice on resolution mechanism and legal recourse and litigation management with minimal external support.

Team members are experienced in sorting disputes through stakeholder meeting and transparent and timely communication.
Arrange and structure promoter buy backs, third party strategic sales, listings and IPOs, mergers and other exit routes to optimize value of investors and shareholders.