We get to know you and your business. We try to understand your goals, time horizon, risk tolerance and need for funds.
Gathering requisite qualitative and quantitative data such as audited financials, revenue driver, company profile, management profile, SWOT analysis, etc.
Analysis of data being provided and scanning out the relevant one for our purpose.
Providing our inputs to develop long-term comprehensive plan including a formal investment policy to implement the recommendations of the plan by identifying and helping to select specific strategies, solutions, products, and services. In this stage, we will work closely with your other service providers and professionals.
The processed data is shared with management for their review and comment.
Upon Management review and comment, we crystalize the plan.
Execution of plan by identifying and helping specific strategies, solutions, products and services. At this phase, we will engage with entities, depending upon investment requirement, buy side mandate or sell side mandate, etc.
Above all we shall give our expertise and experience to help our client to implement their plan.