Leverage our support to
generate new investment ideas
and maintain existing coverage...

...find and validate new business opportunities

...perform business valuation

...ramp up or down
research activities in
least possible time

...save upto 75% of
research cost.

Asset Managers

We generate and screen high-quality investment ideas in a customized and cost-effective manner to help asset managers outperform their peer group. We also perform time consuming and repetitive tasks such as creating fund fact sheets, updating databases and gathering competitive intelligence to help asset managers improve the effectiveness of their sales and marketing efforts. Further, we work on financial modeling, data gathering, company research, industry research and economy research which frees up our clients' valuable time and enable our clients to focus more strongly on meeting customers, building consultant relationships and growing AUM.

Our services for asset managers include:

Private Wealth Managers

Private Banking and Wealth Management firms can leverage our support to build new research products and portfolio analytics tools as well as sales and marketing material that help them differentiate in a competitive market.

Our private banking / wealth management support services include:

PE and VC Firms

PE and VC firms can use our services to accelerate deal origination, efficiently execute the deals and close the deals faster as well as carefully monitor the portfolios and identify exit strategies.

Our services for PE and VC firms include:

Deal Origination Support
  • Top-down Industry Reviews
  • Identifying Targets
  • Theme-based Target Screening
  • Brief/Detailed Company Profiles
  • Preliminary Valuation
Deal Execution Support
  • Advanced Financial Modeling
  • Valuation Services
  • Research on the Target Company's Value Chain
  • Assistance in Drafting Investment Memoranda
Portfolio Monitoring
  • Variance Analysis of Company's Performance
  • Benchmark Best Practices across Portfolio
  • Periodic Valuation of Individual Companies and the Complete Portfolio
  • M&A Support for Add-on Acquisitions
  • Tracking IPO Market and Related Dynamics
  • Relevant Industry Coverage
  • Identifying Potential Strategic and Financial Buyers
  • Exit Feasibility Analysis