STRATEGIC ADVISORY / VENTURE DEVELOPMENT :
We take the time to understand your critical issues in order to serve as an objective advisor to help the board
analyze, evaluate, and make informed decisions regarding its strategic alternatives. We remain involved in every assignment from start to finish. We are licensed and have over 40 year of cumulative experience and networks in our focus sectors, This means we can advise our ventures on best possible strategy, and focus on quality to achieve smooth execution.
Board Advisory
We serve on Board / Advisory Board on companies, asset managers and
non-profits.
Members of SID (Singapore Institute of Directors) enable value unlocking as required across 3 C's ( Capital, Client, Collaboration), apart from stewardship of fiduciary and corporate governance standards. Serve as a Strategic Partner across all facets of the business with experience across entire business life cycle.
India Entry Strategy
Market Intelligence & Entry Strategy;
Policies & Regulations Management;
Partner/Target Search
Operations & Setup.
Transaction Advisory / M&A
Evaluate strategic options;
Target identification;
Manage the execution process with third parties.
Capital
We have more than 20 years of experience in financial markets, principally in the structuring and execution of financial transactions for large corporations and other institutional counterparties.
We are CMFAS licensed and have extensive experience in executing cross-border transactions.
ALTERNATE INVESTMENTS :
We are part of the alternative investment ecosystem and are constantly evaluating opportunities within this asset class across the full range of instruments including venture investments and real estate. We are extremely selective, which is based on a rigorous due diligence process that encompasses a number of technical evaluation criteria, combined with sound macroeconomic context-setting.
Venture Private Equity
Through our deep networks and associations, we are able to source,
evaluate and invest in interesting ventures on a proprietary basis. We
have demonstrated the ability to unlock value and secure exits as well
Technology
Our focus on Technology is largely on fintech and the emerging
technologies around the financial services domain. We are well entrenched
in the space both through our portfolio and experiences as well as notable
associations with DBS, Startupbootcanp, TiE, ACE, INSEAD, SPRING. We also
have plans around the blockchain and the cryptocurrency space which we
will announce shortly.
Real Estate
We recognise that real estate is an integral, and often large, component
of most portfolios in our part of the world. We also understand that the
market is dynamic, fragmented and difficult to negotiate. That's where we
come in.
Our focus on real estate markets is Singapore, UK, and India. we hold the
CEA Licencse and also has a strategic stake in on-line property broker
Greyloft.
Global Markets
Our markets focus is restricted to value investing around themes we
understand, largely Financials, Technology and Consumer. We invest via the
Saxo Markets platform as well as through other managers of whom we have a
good understanding of their strategy and performance.
FAMILY OFFICE :
We begin by understanding your objectives and priorities alongside your overall family and corporate circumstances and the nature of your estate. We, then determine your goals and help you set out a sound approach for effective solutions. Finally, we facilitate the implementation of solutions and structure across Strategic asset allocation, Idea Generation, Portfolio Construction, and Risk Management.
Strategic Asset Allocation
We believe asset allocation is key to a successful and de-risked portfolio. We recommend allocations based on risk profile and target risk-adjusted return goals across multiple-asset classes.
Idea Generation
We are part of the investments ecosystem and have access to proprietory deal flow and ideas. Our ideas span across multiple-asset classes and cross borders. We have a network built over 30 years of deal and investing experience.
Portfolio Construction
We select ideas and investment opportunities to construct a well diversified portfolio, keeping in light your investment objectives. Our models are bench-marked with world-class best practices, and we are supported by global service providers.
Risk Management
We understand Risk and ensure both mitigating it through diversification, as well as closely monitoring it. Our global outlook and personalised approach allows us a unique perspective.
Philanthropy Services
We have expertise and networks in the venture philanthropy, impact investing, and social entrepreneurship space through Rotary International, INSEAD and AVPN. Our sectors of focus are impact oriented , enabling a sustainable philanthropic strategy.
Address
Ronil Sujan