Key Disclosures In An Information Memorandum
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How do you ensure that your Information Memorandum has all the comprehensive and accurate information about the business. Here is a checklist to help you
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Key Disclosures In An Information Memorandum
- 1. Information Series KEY DISCLOSURES IN AN INFORMATION MEMORANDUM
- 3. Check List for Information Memorandum Particulars Details 1 . Group Profile • Background • Key Financials 2. Company • Profile • Mission Statement • Business Rationale & Objectives • Project Details • Proposed Business Model • Scale • Corporate Strategy • Infrastructure & Facilities • Revenue Model • Audited Balance Sheet for last 2 years • Provisional Financials as on recent date
- 4. Check List for Information Memorandum 3. Promoters • Resume • Experience • Membership • Achievements • Personal Balance Sheet • Income Tax Return for the last 3 years • Companies/Firms with which associated as Director Partner 4. Directors • Full particulars of Directors • Directorship in other companies 5. Associated Companies • Name • Registered Office • Location • Activities • Last 2 years Audited Balance Sheet • Provisional Balance Sheet as on recent date • Bankers, details of credit facilities, O/s Balance
- 5. Sumedha – An Overview
- 6. About Sumedha Listed Investment Banking company Incorporated in the year 1989 Journey has been extremely focused and demanding. Wide bouquet of services ranging from Corporate Finance, Issue Management, Restructuring, Corporate Advisory and Portfolio Management. Pan India presence across six locations. Client centric business approach Focus on creating long term business relationships with clients Carving a niche in the financial services sector www.sumedhafiscal.com
- 7. Key Areas Investment Banking Wealth Management
- 9. Investment Banking SEBI CATEGORY 1 MERCHANT BANKER: MB/INM000008753
- 11. Wealth Management PMS: INP000004144, AMFI NO : ARN 0205
- 12. Reach Us
- 13. Contact us AHMEDABAD A/82 Pariseema Complex, Opp. IFCI Bhawan, C.G. Road , Ahmedabad – 380 009 Telephone: +91 79 3002 3337 / 6605 2957 Fax: +91 79 2646 0394 Email: ahmedabad@sumedhafiscal.com Contact : Mr. K. K. Kabra BANGALORE “Park Plaza”, 1st Floor, No. 1 Park Road, (Off. Infantry Road), Tasker Town, Bangalore – 560 051 Telephone: +91 80 4124 2545 / 2546 Fax: + 91 80 4124 2547 Email: bangalore@sumedhafiscal.com Contact: Mr. Anil Birla HYDERABAD 309/1, 3 rd Floor, Krishna Plaza, Khairatabad, Hyderabad-500 004 Telephone: +91 40 4020 2826 / 4026 7272 Fax: +91 40 4020 2826 Email: hyderabad@sumedhafiscal.com Contact : Mr. M .S. Prashant NEW DELHI B1/12 Safdarjung Enclave,2nd Floor, New Delhi – 110 029 Telephone: +91 11 4165 4481 / 82 Fax: +91 11 4165 4483 Email: delhi@sumedhafiscal.com Contact : Mr. M.L. Jain MUMBAI C-703 "Marathon Innova", Off Ganapatrao Kadam Marg, Opp. Peninsula Corporate Park, Lower Parel (W) , Mumbai - 400 013 Telephone: +91 22 4033 2400 Fax: +91 22 2498 2878 Email: mumbai@sumedhafiscal.com Contact: Mr. B.S. Rathi Registered & Corporate Office KOLKATA 8B Middleton Street, 6A Geetanjali, Kolkata – 700 071 Telephone: +91 33 2229 8936 / 6758 / 3237 / 4473 Fax: +91 33 2226 4140 / 2265 5830 Email: kolkata@sumedhafiscal.com Contact : Mr. Vijay Maheshwari / Mr. Bijay Murmuria CIN: L70101WB1989PLC047465