Get Loan against property for your personal, commercial or business needs from JM Financial, one of the leading IPO, ESOP and Mutual fund providing company in India. https://jmfl.com/what-we-do/fund-based-activities
RAYON Capital is a Delhi-based investment banking firm founded over a decade ago by Jasbir Singh Batra. It provides corporate financial advisory services by blending corporate advisory, business consulting, research, investment advice, and financial intermediation. RAYON Capital focuses on mid-market companies and has expertise in perception building to help emerging companies grow. The firm aims to create long-term value for clients through entrepreneurial and client-oriented advisory services that draw on its experience in capital markets and investment banking.
ABM Capital Partners provides comprehensive financial solutions and services such as IPO care and advisory, debt fundraising, private equity placement, capital restructuring, and investor relations. They help companies navigate the complex IPO process and prepare for listing on the stock exchange. The firm was founded by Chartered Accountants B.M. Aggarwal and Garima Aggarwal and has over 35 years of combined experience in corporate finance and investment banking. ABM Capital Partners aims to be a one-stop solution for all financial needs and provide exemplary financial services with the highest standards of quality and integrity.
This document outlines an upcoming succession planning masterclass series hosted by Succession Plus. The series will cover various topics related to business succession planning over 8 sessions from March to November 2018. It introduces the speakers for the sessions, which include Craig West from Succession Plus, Michael Vincent, Donald Poole, and Scott Patterson. It also provides brief biographies of the speakers and their relevant experience. Additionally, it advertises that Succession Plus is looking to recruit accredited advisers in various cities and regions around Australia.
Astor Group - Corporate Brochure - EnglishAstor Group
The Astor Group is a financial advisory firm with offices in New York and Rio de Janeiro that partners with corporations, family businesses, and financial sponsors to help them buy and sell companies, raise capital, and solve strategic challenges. They bring together experienced teams to provide exceptional results through a combination of experience, creativity, and passion. Their focus is on developing a thorough understanding of client goals and crafting comprehensive strategies to achieve the best possible deals.
Kalypso was recognized as one of Consulting magazine's 2011 Seven Small Jewels for its explosive growth and unique blend of innovation and strategy. The founders started Kalypso to address a need in the professional services marketplace for combining deep industry expertise with product development knowledge. Kalypso focuses exclusively on enhancing innovation performance across the front end of innovation, portfolio and pipeline management, new product development, and value management. It brings comprehensive capabilities and experience across all aspects of innovation.
Virginia Capital Partners is a private equity firm that provides capital and expertise to help entrepreneurs build market-leading companies. It has a $50 million fund from major financial institutions and corporations. Virginia Capital looks for experienced management, scalable business models, and opportunities for sustained 15-20% annual growth. It partners closely with management and takes a long-term perspective, with no predetermined exit strategy. Virginia Capital has invested in 30 companies, successfully exiting 24 with an average annual return of 28%.
Alternative Financing refers to financial channels and instruments that have emerged outside of the traditional finance system such as regulated banks and capital markets.Examples of alternative financing activities through 'online marketplaces' are reward-based crowdfunding, equity crowdfunding, peer-to-peer consumer and business lending, invoice trading third party payment platforms. Alternative finance instruments include crypto currencies such as Bitcoin, SME mini-bond, social impact bond, community shares, private placement and other 'shadow banking' mechanisms. Alternative Finance differs to traditional banking or capital market finance through technology-enabled 'disintermediation', which means utilizing third party capital by connecting fundraisers directly with funders, in turn, reducing transnational costs and improve market efficiency.
Jaguar Capital an Advisory Practise for Growth Companies in Governance, Financial Management and Strategy. The Jaguar Capital advantage is that our
management team looks for opportunities
where we can add value based on our prior
experiences.
RAYON Capital is a Delhi-based investment banking firm founded over a decade ago by Jasbir Singh Batra. It provides corporate financial advisory services by blending corporate advisory, business consulting, research, investment advice, and financial intermediation. RAYON Capital focuses on mid-market companies and has expertise in perception building to help emerging companies grow. The firm aims to create long-term value for clients through entrepreneurial and client-oriented advisory services that draw on its experience in capital markets and investment banking.
ABM Capital Partners provides comprehensive financial solutions and services such as IPO care and advisory, debt fundraising, private equity placement, capital restructuring, and investor relations. They help companies navigate the complex IPO process and prepare for listing on the stock exchange. The firm was founded by Chartered Accountants B.M. Aggarwal and Garima Aggarwal and has over 35 years of combined experience in corporate finance and investment banking. ABM Capital Partners aims to be a one-stop solution for all financial needs and provide exemplary financial services with the highest standards of quality and integrity.
This document outlines an upcoming succession planning masterclass series hosted by Succession Plus. The series will cover various topics related to business succession planning over 8 sessions from March to November 2018. It introduces the speakers for the sessions, which include Craig West from Succession Plus, Michael Vincent, Donald Poole, and Scott Patterson. It also provides brief biographies of the speakers and their relevant experience. Additionally, it advertises that Succession Plus is looking to recruit accredited advisers in various cities and regions around Australia.
Astor Group - Corporate Brochure - EnglishAstor Group
The Astor Group is a financial advisory firm with offices in New York and Rio de Janeiro that partners with corporations, family businesses, and financial sponsors to help them buy and sell companies, raise capital, and solve strategic challenges. They bring together experienced teams to provide exceptional results through a combination of experience, creativity, and passion. Their focus is on developing a thorough understanding of client goals and crafting comprehensive strategies to achieve the best possible deals.
Kalypso was recognized as one of Consulting magazine's 2011 Seven Small Jewels for its explosive growth and unique blend of innovation and strategy. The founders started Kalypso to address a need in the professional services marketplace for combining deep industry expertise with product development knowledge. Kalypso focuses exclusively on enhancing innovation performance across the front end of innovation, portfolio and pipeline management, new product development, and value management. It brings comprehensive capabilities and experience across all aspects of innovation.
Virginia Capital Partners is a private equity firm that provides capital and expertise to help entrepreneurs build market-leading companies. It has a $50 million fund from major financial institutions and corporations. Virginia Capital looks for experienced management, scalable business models, and opportunities for sustained 15-20% annual growth. It partners closely with management and takes a long-term perspective, with no predetermined exit strategy. Virginia Capital has invested in 30 companies, successfully exiting 24 with an average annual return of 28%.
Alternative Financing refers to financial channels and instruments that have emerged outside of the traditional finance system such as regulated banks and capital markets.Examples of alternative financing activities through 'online marketplaces' are reward-based crowdfunding, equity crowdfunding, peer-to-peer consumer and business lending, invoice trading third party payment platforms. Alternative finance instruments include crypto currencies such as Bitcoin, SME mini-bond, social impact bond, community shares, private placement and other 'shadow banking' mechanisms. Alternative Finance differs to traditional banking or capital market finance through technology-enabled 'disintermediation', which means utilizing third party capital by connecting fundraisers directly with funders, in turn, reducing transnational costs and improve market efficiency.
Jaguar Capital an Advisory Practise for Growth Companies in Governance, Financial Management and Strategy. The Jaguar Capital advantage is that our
management team looks for opportunities
where we can add value based on our prior
experiences.
This document provides an overview of a firm that offers various financial services including mergers and acquisitions advisory, equity and debt capital raising, corporate restructuring, and strategic advisory services. The firm works with shareholders and companies to maximize value through deals such as acquisitions, mergers, and sell-side advisory. Services also include fairness opinions and valuations to help clients fulfill fiduciary duties, as well as corporate finance services to stabilize businesses and identify opportunities.
SPA Group is a financial services firm established in 1995 that provides services like securities broking, wealth management, corporate finance, and investment banking. It is managed by experienced professionals and has over 1000 employees. The company aims to provide customized and innovative financial solutions to its institutional, corporate, and individual clients. It has several subsidiary companies that focus on specific financial services like investment banking, securities broking, and wealth management.
The document provides information about SPA Group, a financial services company in India. It discusses the company's history, services offered (including securities broking, merchant banking, wealth management, insurance broking), management team, and vision. Key points include that SPA Group was established in 1995 and offers a wide range of financial services including broking, advisory, and wealth management. It has over 1000 employees and serves individual, corporate, and institutional clients.
international business Consulting portfolioKhader Mallah
Elite Entrepreneurs is a management consultancy firm that helps clients gain a competitive advantage through profitable strategies. They use industry knowledge and analysis to help clients achieve practical results that impact their business. They build high-performance, customer-centric cultures aligned with client strategies. Elite Entrepreneurs also offers services such as business consulting, marketing, feasibility studies, and project management.
KAG Group is a prominent corporate advisory group and full-service investment banking company in the region. Within a decade, KAG has grown to engage more than 250 business houses and serve as a thought leader by seeking innovative solutions. KAG was conceptualized by a group of experienced professionals and provides bespoke solutions to client leaders in various industries based on its domain expertise in capital raising, advisory, and other corporate services such as CFO assistance, transaction advisory, audit, tax, and corporate law services.
Positive Global is a leading procurement and finance consultancy firm in India that provides sourcing, trade finance, project financing, and other financial services. It has a network of experts and offices globally to source and finance projects internationally. The company aims to be a reputed one-stop solution for clients' financial and sourcing needs through establishing long-term relationships.
The document discusses Canaccord Genuity Wealth Management's (CGWM) focus on providing a unique and bespoke client experience through their advisors. CGWM aims to attract entrepreneurial advisors who can create tailored solutions for unique clients. They are investing $60 million to grow their wealth management business and increase assets under administration from $10 billion to $15 billion in the next three years. CGWM positions itself as a forward-thinking, independent, and boutique investment management firm to differentiate in a changing industry.
The document introduces Wealth Guidance Group and Raymond James, outlining their commitment to clients, team, process, and capabilities. It discusses planning for retirement and wealth protection, and highlights Raymond James' resources and advantages, including their focus on individual investors, size and stability, and account protection. The presentation aims to determine if a relationship would be mutually beneficial.
The document introduces Wealth Guidance Group and Raymond James, outlining their commitment to clients, team, process, and capabilities. They aim to determine if a relationship would be mutually beneficial by understanding the client's needs and designing customized solutions using Raymond James' extensive resources and independent platform. Raymond James focuses on individual investors, has full resources as a large firm, and maintains a culture of independence to serve clients' best interests.
Most Trusted Wealth Management Companies in India_compressed.pdfinsightssuccess2
This edition features a handful of business leaders Most Trusted Wealth Management Companies in India several sectors that are at the forefront of leading us into a digital future.
With rapid globalization, the word is moving forward at faster pace. New industries have come up and they have all opened up new
avenues for the investors. But with the exciting new
opportuniƟes, it has also increased the risk. And to cater to
these worries, our financial consultants have stood guard.
With the help of financial consultants, people have been able
to make informed decisions and grow in their financial space.
The document summarizes the transaction advisory services provided by EY, a professional services firm. EY's transaction advisory services focus on helping clients with four key areas: preserving capital, optimizing capital, raising capital, and investing capital. They provide strategic advice and operational support across a wide range of transaction types, including mergers and acquisitions, divestitures, capital raising, and restructurings. EY's goal is to help clients achieve their best capital performance and meet strategic objectives.
The document provides information about Investment Planners, Inc. (IPI), an independent broker-dealer and registered investment advisor. IPI has over 100 registered representatives across 17 offices. It outlines IPI's mission, values, and philosophy of prioritizing clients' best interests. IPI's owner and president, David Koshinski, has over 20 years of experience in the financial industry and has led IPI's growth. IPI partners with RBC Correspondent Services for clearing and custody services.
The document provides information about Investment Planners, Inc. (IPI), an independent broker-dealer and registered investment advisor. It outlines IPI's mission, values, philosophy, leadership team, technology suite, custody and clearing partners, and solutions and services offered to advisors. IPI aims to help advisors achieve significant growth and success through strategic lifestyle and wealth management strategies.
Gulfstream Capital Advisors is an investment bank focused on start-up, early stage, and sub-mid market companies. It was founded in 1985 and has offices in South Florida. Gulfstream provides services like private capital raising, financial and strategic advisory, and research reports. It focuses on industries like energy, technology, healthcare, and manufacturing. Gulfstream is led by partners with over 30 years of experience in investment banking and capital raising.
Praxis Advisors is a strategic advisory firm that helps small and medium enterprises with business growth. It was established in 2006 and offers services such as developing growth strategies, facilitating capital investments, and improving management processes. Praxis works with clients in various industries such as financial services, education, healthcare, and logistics.
Lion Pillar Consulting & Marketing Pvt Ltd is an Indian consulting and marketing firm that offers various services including fundraising, financial management, HR consulting, ERP solutions, IT services, media planning, and international trade of industrial products. The company was founded by professionals with experience in areas like marketing, finance, investment banking, engineering, accounting, and HR. Lion Pillar has two divisions - a consulting arm that works with corporate clients, and a marketing division focused on domestic and international trade. The company aims to help other businesses through strategic advice, fundraising assistance, and optimizing operations.
CreativeCap Advisors is a marketing and investor relations consultancy with extensive knowledge and expertise on the investment management industry. The firm works extensively with newly launched funds to more established managers in helping to solidify their market position and attract new capital. The breadth of service offerings is a testament to the firm’s 360° approach to marketing and investor relations. It is complimented by a dedicated team who are focused on bringing their clients’ business to the next level. The firm takes a holistic approach to reviewing each business and generates a cohesive strategy tailored to each specific client. Through our affiliate networks around the world, the firm excels at elevating and positioning each fund in becoming the most attractive to varying types of capital. CreativeCap Advisors at the core is a business designed to assist and integrate with investment management firms by working alongside C-level executives who are seeking to further expand their business.
Contact For More Information: Tyra Jeffries, Founder + CEO | tyra.jeffries@creativecapadvisors.com
This document provides an overview of a firm that offers various financial services including mergers and acquisitions advisory, equity and debt capital raising, corporate restructuring, and strategic advisory services. The firm works with shareholders and companies to maximize value through deals such as acquisitions, mergers, and sell-side advisory. Services also include fairness opinions and valuations to help clients fulfill fiduciary duties, as well as corporate finance services to stabilize businesses and identify opportunities.
SPA Group is a financial services firm established in 1995 that provides services like securities broking, wealth management, corporate finance, and investment banking. It is managed by experienced professionals and has over 1000 employees. The company aims to provide customized and innovative financial solutions to its institutional, corporate, and individual clients. It has several subsidiary companies that focus on specific financial services like investment banking, securities broking, and wealth management.
The document provides information about SPA Group, a financial services company in India. It discusses the company's history, services offered (including securities broking, merchant banking, wealth management, insurance broking), management team, and vision. Key points include that SPA Group was established in 1995 and offers a wide range of financial services including broking, advisory, and wealth management. It has over 1000 employees and serves individual, corporate, and institutional clients.
international business Consulting portfolioKhader Mallah
Elite Entrepreneurs is a management consultancy firm that helps clients gain a competitive advantage through profitable strategies. They use industry knowledge and analysis to help clients achieve practical results that impact their business. They build high-performance, customer-centric cultures aligned with client strategies. Elite Entrepreneurs also offers services such as business consulting, marketing, feasibility studies, and project management.
KAG Group is a prominent corporate advisory group and full-service investment banking company in the region. Within a decade, KAG has grown to engage more than 250 business houses and serve as a thought leader by seeking innovative solutions. KAG was conceptualized by a group of experienced professionals and provides bespoke solutions to client leaders in various industries based on its domain expertise in capital raising, advisory, and other corporate services such as CFO assistance, transaction advisory, audit, tax, and corporate law services.
Positive Global is a leading procurement and finance consultancy firm in India that provides sourcing, trade finance, project financing, and other financial services. It has a network of experts and offices globally to source and finance projects internationally. The company aims to be a reputed one-stop solution for clients' financial and sourcing needs through establishing long-term relationships.
The document discusses Canaccord Genuity Wealth Management's (CGWM) focus on providing a unique and bespoke client experience through their advisors. CGWM aims to attract entrepreneurial advisors who can create tailored solutions for unique clients. They are investing $60 million to grow their wealth management business and increase assets under administration from $10 billion to $15 billion in the next three years. CGWM positions itself as a forward-thinking, independent, and boutique investment management firm to differentiate in a changing industry.
The document introduces Wealth Guidance Group and Raymond James, outlining their commitment to clients, team, process, and capabilities. It discusses planning for retirement and wealth protection, and highlights Raymond James' resources and advantages, including their focus on individual investors, size and stability, and account protection. The presentation aims to determine if a relationship would be mutually beneficial.
The document introduces Wealth Guidance Group and Raymond James, outlining their commitment to clients, team, process, and capabilities. They aim to determine if a relationship would be mutually beneficial by understanding the client's needs and designing customized solutions using Raymond James' extensive resources and independent platform. Raymond James focuses on individual investors, has full resources as a large firm, and maintains a culture of independence to serve clients' best interests.
Most Trusted Wealth Management Companies in India_compressed.pdfinsightssuccess2
This edition features a handful of business leaders Most Trusted Wealth Management Companies in India several sectors that are at the forefront of leading us into a digital future.
With rapid globalization, the word is moving forward at faster pace. New industries have come up and they have all opened up new
avenues for the investors. But with the exciting new
opportuniƟes, it has also increased the risk. And to cater to
these worries, our financial consultants have stood guard.
With the help of financial consultants, people have been able
to make informed decisions and grow in their financial space.
The document summarizes the transaction advisory services provided by EY, a professional services firm. EY's transaction advisory services focus on helping clients with four key areas: preserving capital, optimizing capital, raising capital, and investing capital. They provide strategic advice and operational support across a wide range of transaction types, including mergers and acquisitions, divestitures, capital raising, and restructurings. EY's goal is to help clients achieve their best capital performance and meet strategic objectives.
The document provides information about Investment Planners, Inc. (IPI), an independent broker-dealer and registered investment advisor. IPI has over 100 registered representatives across 17 offices. It outlines IPI's mission, values, and philosophy of prioritizing clients' best interests. IPI's owner and president, David Koshinski, has over 20 years of experience in the financial industry and has led IPI's growth. IPI partners with RBC Correspondent Services for clearing and custody services.
The document provides information about Investment Planners, Inc. (IPI), an independent broker-dealer and registered investment advisor. It outlines IPI's mission, values, philosophy, leadership team, technology suite, custody and clearing partners, and solutions and services offered to advisors. IPI aims to help advisors achieve significant growth and success through strategic lifestyle and wealth management strategies.
Gulfstream Capital Advisors is an investment bank focused on start-up, early stage, and sub-mid market companies. It was founded in 1985 and has offices in South Florida. Gulfstream provides services like private capital raising, financial and strategic advisory, and research reports. It focuses on industries like energy, technology, healthcare, and manufacturing. Gulfstream is led by partners with over 30 years of experience in investment banking and capital raising.
Praxis Advisors is a strategic advisory firm that helps small and medium enterprises with business growth. It was established in 2006 and offers services such as developing growth strategies, facilitating capital investments, and improving management processes. Praxis works with clients in various industries such as financial services, education, healthcare, and logistics.
Lion Pillar Consulting & Marketing Pvt Ltd is an Indian consulting and marketing firm that offers various services including fundraising, financial management, HR consulting, ERP solutions, IT services, media planning, and international trade of industrial products. The company was founded by professionals with experience in areas like marketing, finance, investment banking, engineering, accounting, and HR. Lion Pillar has two divisions - a consulting arm that works with corporate clients, and a marketing division focused on domestic and international trade. The company aims to help other businesses through strategic advice, fundraising assistance, and optimizing operations.
CreativeCap Advisors is a marketing and investor relations consultancy with extensive knowledge and expertise on the investment management industry. The firm works extensively with newly launched funds to more established managers in helping to solidify their market position and attract new capital. The breadth of service offerings is a testament to the firm’s 360° approach to marketing and investor relations. It is complimented by a dedicated team who are focused on bringing their clients’ business to the next level. The firm takes a holistic approach to reviewing each business and generates a cohesive strategy tailored to each specific client. Through our affiliate networks around the world, the firm excels at elevating and positioning each fund in becoming the most attractive to varying types of capital. CreativeCap Advisors at the core is a business designed to assist and integrate with investment management firms by working alongside C-level executives who are seeking to further expand their business.
Contact For More Information: Tyra Jeffries, Founder + CEO | tyra.jeffries@creativecapadvisors.com
Lecture slide titled Fraud Risk Mitigation, Webinar Lecture Delivered at the Society for West African Internal Audit Practitioners (SWAIAP) on Wednesday, November 8, 2023.
5 Tips for Creating Standard Financial ReportsEasyReports
Well-crafted financial reports serve as vital tools for decision-making and transparency within an organization. By following the undermentioned tips, you can create standardized financial reports that effectively communicate your company's financial health and performance to stakeholders.
Independent Study - College of Wooster Research (2023-2024) FDI, Culture, Glo...AntoniaOwensDetwiler
"Does Foreign Direct Investment Negatively Affect Preservation of Culture in the Global South? Case Studies in Thailand and Cambodia."
Do elements of globalization, such as Foreign Direct Investment (FDI), negatively affect the ability of countries in the Global South to preserve their culture? This research aims to answer this question by employing a cross-sectional comparative case study analysis utilizing methods of difference. Thailand and Cambodia are compared as they are in the same region and have a similar culture. The metric of difference between Thailand and Cambodia is their ability to preserve their culture. This ability is operationalized by their respective attitudes towards FDI; Thailand imposes stringent regulations and limitations on FDI while Cambodia does not hesitate to accept most FDI and imposes fewer limitations. The evidence from this study suggests that FDI from globally influential countries with high gross domestic products (GDPs) (e.g. China, U.S.) challenges the ability of countries with lower GDPs (e.g. Cambodia) to protect their culture. Furthermore, the ability, or lack thereof, of the receiving countries to protect their culture is amplified by the existence and implementation of restrictive FDI policies imposed by their governments.
My study abroad in Bali, Indonesia, inspired this research topic as I noticed how globalization is changing the culture of its people. I learned their language and way of life which helped me understand the beauty and importance of cultural preservation. I believe we could all benefit from learning new perspectives as they could help us ideate solutions to contemporary issues and empathize with others.
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
BONKMILLON Unleashes Its Bonkers Potential on Solana.pdfcoingabbar
Introducing BONKMILLON - The Most Bonkers Meme Coin Yet
Let's be real for a second – the world of meme coins can feel like a bit of a circus at times. Every other day, there's a new token promising to take you "to the moon" or offering some groundbreaking utility that'll change the game forever. But how many of them actually deliver on that hype?
Vicinity Jobs’ data includes more than three million 2023 OJPs and thousands of skills. Most skills appear in less than 0.02% of job postings, so most postings rely on a small subset of commonly used terms, like teamwork.
Laura Adkins-Hackett, Economist, LMIC, and Sukriti Trehan, Data Scientist, LMIC, presented their research exploring trends in the skills listed in OJPs to develop a deeper understanding of in-demand skills. This research project uses pointwise mutual information and other methods to extract more information about common skills from the relationships between skills, occupations and regions.
2. Why The
Tangram?
The Tangram is an ancient
game of dynamism, adaptability
and creativity which calls for an
exceptional ability to foresee
solutions ahead of others.
JM Financial mirrors the qualities of
the Tangram. By adopting the same
values into our work culture, our
group has gained recognition
as being a distinct, resilient
and dominant financial force.
3. Pioneering
Strategies
US
JM Financial is one of India’s
prominent financial services groups,
specialising in providing a spectrum
of businesses to corporations,
financial institutions, high net-worth
individuals and retail investors.
We are known for our diverse
businesses such as Investment
Banking, Equity, Debt, Commodity
Sales and Trading, Wealth
Management, Portfolio Management
Services, Asset Management,
Alternative Asset Management,
Financing and Lending and
Distressed Asset Management.
We have pioneered several
strategies and transactions for a
wide client base spread across
geographies and thus developed
rich experience and expertise.
Every idea is unique to the need
of the client and supported by
superior execution to deliver
maximum benefits. In the course of
our journey, we have partnered with
several top Indian and International
corporate houses and gained their
trust and confidence. Our well
established processes ensure total
confidentiality for all our clients,
thereby giving them absolute
confidence on conflict management
and maintenance of confidentiality.
We are a skilled team of
professionals who bring varied
talents, knowledge and experience
to the workplace, contributing
greatly to the growth of our
businesses.
Our group is proud to have won
several national and international
accolades for our insightful advice
and execution skills.
We are driven to give back to
society by supporting causes
related to education, health care,
skill development, entrepreneurship
promotion, disaster relief and
animal welfare.
Our Guiding
Principles
Client Focus
Integrity
Innovation
Partnership
Team Work
Implementation
Performance
4. Leadership
We are committed to promoting
a dynamic workforce wherein
challenges are met with skill
and enthusiasm. Trust is the
pivot of our business, while
integrity, teamwork, innovation,
performance and partnerships are
our guiding principles.
Our lead team of immensely
experienced professionals engage
their finer skills and hands-on
expertise to optimize winning
strategies for our clients and forge
long-lasting relationships that
drive our businesses.
Their in-depth knowledge and
intuitive insights also help the
entire organization work together
cohesively to carry forth tasks
each day.
Mr. Nimesh Kampani
Group Chairman
Ms. Dipti Neelakantan
Group Chief Operating Officer
Mr. V P Shetty
Executive Chairman, JM Financial
Asset Reconstruction Company
Pvt Ltd
Mr. Vishal Kampani
MD & CEO,
Institutional Securities Group
Mr. Atul Mehra
MD & Co-CEO, Investment
Banking Business
Mr. Adi Patel
MD & Co-CEO, Investment
Banking Business
Mr. Manish Prasad
MD & CEO, Institutional Equities
Business
Mr. Shashwat Belapurkar
MD & CEO, Financing and
Lending Business
Mr. Rajeev Chitrabhanu
MD & CEO, Investment Advisory
and Distribution
Mr. Subodh Shinkar
MD & COO, Investment Advisory
and Distribution
Mr. Anil Bhatia
MD & CEO, Asset Reconstruction
Business
Mr. Bhanu Katoch
MD & CEO, Mutual Fund
Business
Mr. Prashant Choksi
Group Head, Compliance,
Legal & Company Secretary
Mr. Manish Sheth
Group Chief Financial Officer
Mr. Chaitanya Wagh
Group Head, Information
Technology
Mr. Anil Salvi
Group Head, Human Resources
& Administration
5. BUSINESSES
Investment Banking, Securities and Wealth Management
Investment Banking
Mergers and Acquisitions Advisory
Equity Capital Markets
Private Equity Syndication
Institutional Equities
Research
Sales and Sales Trading
Investment Advisory and Distribution
Wealth Management
Equity Brokerage
Independent Financial Distribution
Financing and Lending Business
Distressed Asset Management Business (Asset Reconstruction)
Financing and Lending
Asset Management
Mutual Fund
Private Equity Fund
Real Estate Fund
Our Core Businesses
I
VI
VII
IX
XIII
XV
6. III
Mergers and
Acquisitions Advisory
As a proven leader in the M&A
space, we work diligently to identify
the optimal transaction partners
around the globe for our clients.
Based on a deep understanding of
industry trends and relationships
with key buyers and sellers, we
help companies maximize the
strategic and financial value of each
transaction. We provide fairness
opinions, valuations, and reviews of
strategic alternatives. We are noted
for ideating and executing marquee
transactions that have proved to be
milestones in the journey of leading
corporate houses.
Our approach is relationship
driven and supported by our in-
depth understanding of industry
trends, which enables our clients to
leverage promising opportunities to
take their business goals forward.
Our team specialises in working
on multifaceted acquisitions,
divestitures, restructuring, takeover
defense, de-merger, slump sale,
fairness opinions, financial advisory
and multi-firm mergers.
Sustained Leadership Position
Through:
Execution of transactions of
value of Rs.697,410 crore
($105 Bn) over last 15 years
Advised over 160 transactions
over the last 15 years
Repeated advisory assignments
from all leading Corporate
Groups in India
Awards
2015 | Awarded by BW
Business World Magna
Awards
Dealmaker of the Year
(India) - Diageo Deal
2015 | Awarded by
Acquisition International
Dealmaker of the Year
(Singapore) – Altran
Foliage Deal
2015 | Awarded by Asset
Triple A Country Awards
Best Corporate and
Institutional Bank –
Domestic
Investment Banking 2014-2015 YTD Performance
Marquee Mergers and Acquisitions Transactions
2014
Rs.963 Cr ($145 MM)
Financial Advisor to
FTIL for sale of its
stake in MCX
2014 2014
Rs.1,103 Cr ($166 MM)
Manager to Open offer
by Deepak Fertilizers in
Mangalore Chem & Fert
Exclusive Financial
Advisor to Foliage on
sale to Altran SA
2015
Rs.2,212 Cr ($333 MM)
Advisor to Open Offer by
Reliance Infra in Pipavav
Defence and Offshore Eng.
2015
Lead advisor to Adani
Enterprises on a major
group restructuring
2015
Rs.724 Cr ($109 MM)
Sole Financial Advisor to
HLVL on the sale of Hotel
Leela Goa to MetTube
2014
Rs.20,856 Cr ($3,140 MM)
Lead Financial Advisor to
Diageo PLC for acquisition
of United Spirits Ltd.
Fairness opinion to the
Board of PFRL for demerger
of Madura Fashion and
Madura Lifestyle into PFRL
2015 2015
Fairness opinion to the
Board of Cairn India
on its merger with
Vedanta Ltd.
7. We were the sole domestic
investment bank appointed as a
Global Coordinator by both
HDFC Bank and IndusInd Bank for
their fund raising of Rs.2,000 crore
($301 MM) and Rs.4,328 crore
($652 MM) respectively. We were
the exclusive Global Coordinator
and Book Running Lead Manager
for Bajaj Finance’s Rs. 1,400 crore
($211 MM) Qualified Institutions
Placement.
We are pioneers at introducing
innovative products to the market.
We were the left lead manager
in the first of its kind issuance of
differential voting shares by
Tata Motors and also in the
maiden Indian Depository
Receipts issuance by Standard
Chartered PLC. Recently we were
instrumental in taking public a
Blackstone investee company
and India’s largest Fragrances &
Flavours business, S H Kelkar &
Company.
Private Equity
Syndication
Our dedicated Financial Sponsor
Group (FSG) focuses on private
equity players operating in India
- bringing together private equity
investors and corporate houses.
We advise companies on fund
raising strategies and private equity
investors on their investment
approach. We also help private
equity funds to exit their investments
by selling their stake to other private
equity funds, strategic buyers
through IPOs or block deals.
Our approach is to focus on market
worthy issuers and securities and
help bring quality capital into the
system.
Equity Capital
Markets
Our clients rely on us for
strategic advice for Initial Public
Offerings, Follow-on Public
Offerings, Rights Offerings
and Qualified Institutions
Placements. We provide creative
solutions to address our clients
requirements by innovating new
products dovetailing the needs
of corporates and investors.
With our vast global and
local distribution reach and
understanding of international
and domestic investors, we
are able to bring together the
providers of capital and the
issuers of capital.
In the last decade, we have
assisted our clients in raising
~Rs.250,000 crore (~$40 Bn)
and year to date we have helped
clients raise ~Rs.51,945 crore
(~$7,821 MM) to finance their
growth plans and strengthen or
restructure their balance sheets.
2015 YTD Performance
Marquee Capital Market Transactions
OCTOBER
Rs.508 Cr
($76 MM) IPO
OCTOBER
Rs.740 Cr ($111 MM)
Rights Issue
SEPTEMBER
Rs.5,051 Cr
($760 MM) QIP
AUGUST
Rs.9,396 Cr
($1,415 MM) OFS
JULY
Rs.182 Cr
($27 MM) OFS
JULY
Rs.872 Cr ($131 MM)
Block Transaction
JUNE
Rs.4,328 Cr
($652 MM) QIP
JUNE
Rs.1,400 Cr
($211 MM) QIP
APRIL
Rs.1,401 Cr ($211 MM)
Rights Issue
APRIL
Rs.1,610 Cr
($242 MM) OFS
MARCH
Rs.300 Cr
($45 MM) QIP
FEBRUARY
Rs.2,000 Cr
($301 MM) QIP
JANUARY
Rs.22,557 Cr
($3,396 MM) OFS
JANUARY
Rs.1,600 Cr ($241 MM)
Rights Issue
YTD we have closed 14 transactions raising ~Rs.51,945 crore (~$7,821 MM).
III IV
8. Sales and Sales
Trading
Our 15 member Sales and Sales
trading team caters to the top
200 institutional investors,
both domestic and foreign,
participating in the Indian capital
markets. The distribution reach
is further augmented by having
established a sales presence in the
U.S. in addition to our presence in
Singapore.
Through our annual investor
conference, road shows and
one-on-one meetings, our equity
sales force leverages the firm’s
highly regarded research and
facilitates interaction between
investors and management of
quality growth companies.
Keeping pace with the dynamic
market place, we consistently
invest in high-end technology
platforms to enable seamless
execution of settlements.
Maintaining the highest level of
compliance is an integral part of
our business.
Institutional Equities
Research
JM Financial Equity Research
provides in-depth analysis and
research across companies,
sectors and evolving themes.
We currently cover 170 companies
across sectors. We have a clear
and scientific rating system
which is backed by intelligent
observation that keeps the
fundamental principles at the focal
point at all times.
We have a strong 26 member
analyst team that is known for
producing best in class research,
delivering ideas and providing
insights into companies, markets
and sectors from a unique Indian
perspective. Our macro research
experts provide insights and
address thematic trends across
sectors and also provide timely
commentary on political events.
The conducted research extends
beyond immediate economic
performance and focuses on
developing market themes to
empower our clients with efficient
sector and stock allocation.
Through our investor
conferences, we
encourage the
exchange of ideas
and hold extensive
one–on-one
meetings with senior
management.
Leadership in Novel Ideas - “First Time Products”
Leveraging Relationships with Regulators, Issuers and Investors.
Zero
Interest
Bond
1990
Triple
Option
Convertible
Debenture
1993
First
Concurrent
ADS / Ordinary
Equity Share
Follow-on
offering
2005 2009
Secured
Premium Noted
Deep Discount
Bond Double
Option Bond
2012
First ever
open offer
under a court
approved
scheme of
arrangement
2015
First stapled
issue of NCD
+ warrants
1992
Secured
Premium Noted
Deep Discount
Bond Double
Option Bond
2004
First
Conditional
IPO in Indian
Capital
Markets
First
Issuance of
Differential
Voting
Shares
2008
First
ever IDR
issuance
2010
First of
its kind
Demerger
scheme
2013
V VI
9. Investment Advisory and Distribution
Wealth Management
JM Financial’s Wealth Management
business offers advisory services to
1,800 High Net-worth Individuals
(HNI), Ultra High Net-worth
Individuals (UHNI) and Corporates
aggregating Assets under
Management of Rs.23,500 crore
($3,538 MM). We provide a very
high level of personal attention and
implementation expertise to clients
looking to manage their wealth
effectively.
We aid clients in navigating
through complex wealth planning
challenges and to ensure they
benefit from the industry’s
most promising ideas. Our
Wealth Management plans are
tailored on the foundation of
deep understanding of asset
allocations, financial products,
risk management, taxability, and
succession planning. This business
is currently being offered in
7 major Indian cities through the
Hub & Spoke model.
Independent
Financial
Distribution
Our Financial Product Distribution
team customises intelligent
solutions for Independent Financial
Distributors who in turn cater to
retail investors.
We offer a comprehensive and
user-friendly platform with a
gamut of varied products like
Mutual Funds, Public Offerings, and
Fixed Deposits to our Independent
Financial Distributors to provide
real value to our end clients.
JM Financial is ranked among
the top firms in respect of the
distribution of Mutual Funds, IPOs
and Fixed Deposits.
Equity Brokerage
Our broking business focuses on
building a robust trading platform
for High Net worth and Retail
clients, both through proprietary
branches and business affiliates.
It is supported by technical and
fundamental research teams
and derivative strategists who
generate investment and trading
ideas. We service over 38,000
clients in over 100 cities with an
Average Daily Volume in Equity
of Rs.2,228 crore ($335 MM) with
Market Share of 1.85%.
JM Financial Commtrade Ltd
(JMFCL) is our commodities
trading arm. With a strong
research and execution platform,
JMFCL has evolved as a preferred
commodity broker for retail
private investors and corporates
impacted by the underlying
commodity.
Awards
2015 | Awarded by BSE
Among the Top 10 performers in the Equity
Broking Segment (Retail Trading)
2015 | Awarded by BSE
Among the Top 3 performers - Primary Market
Segment (IPO / FPO Bids members)
2015 | Awarded by Great Place to Work®
Ranked as India’s Best Companies To Work For -
Investments Industry
2015 | Awarded by Great Place to Work®
Ranked among the Top 100 India’s Best
Companies To Work For - Overall
2015 | Awarded by UTI & CNBC
Best Performing National Financial Advisor –
Institutional
2015 | Awarded by NSE
Among the Top performing members in Debt
ETFs for 2014
VII VIII
10. IX X
Distressed Asset Management Business
(Asset Reconstruction)
We are at the
forefront of driving
change in the
evolving Distressed
Asset Management
Business.
Our Distressed Asset Management
business is engaged in acquisition
of non-performing and distressed
assets (NPAs) from Banks and
Financial Institutions (FIs) and
resolving them.
Our goal is to realize the
investments and generate returns
through the revival of companies,
restructuring of debt and
liquidation of assets. We have a
team of professionals from diverse
backgrounds who are experienced
in banking, corporate debt,
restructuring and bankruptcy.
We are one of the largest
capitalized Distressed Asset
Management Companies in India
and consistently among the top
performers in the industry, with a
market share of approximately 18%.
Our Assets Under Management
stand at ~Rs.8,493 crore (~$1.28
Bn) and our Net Cash Investment
at ~Rs.1,266 crore (~$191 MM) as on
Sept 30, 2015.
Presently, we have successfully
acquired assets from 47 banks and
financial institutions.
11. XI XII
758
Mar ‘12
1,083
Mar ‘13
3,647
Mar ‘14
8,398
Mar ‘15
8,493
Sep ‘15Mar ‘11
599
Assets Under Management
(Rs.Crore)
Assets Under Management have grown
at a rate of 80% since 2011.
24%
Sole Investors
37%
Pari Passu
39%
Senior to Others
Investment Strategy and Focus
Our investment strategy focuses
on acquiring good quality assets
at the right price and limiting
the downside risk by insisting on
sufficient underlying security value.
We present flexible acquisition
structures to the selling banks
and financial institutions for their
distressed assets across sectors
and geographies. We believe in
resolving assets and enhancing
value of the investments by way of
incremental or last mile funding to
the stressed entities and providing
structured solutions to lower the
cost of capital to companies.
Highlights
In June 2014, we acquired the
dues of Hotel Leelaventure Ltd.
from a consortium of 14 banks,
a pioneer transaction in the ARC
industry. With a time bound
approach to resolution, we are
working with the company to
help it recover and revive faster.
In another first in the industry
to our name, we sold part of the
Security Receipts of the account to
a Foreign Portfolio Investor.
This year we have also acquired
majority debt of two companies
– one in the cement industry and
other in the ceramics industry. We
are working with the companies to
revive operations and formulate a
viable restructuring plan, we believe
that the resolution of assets is
best achieved by creating a win-
win situation for all.
Focus Going Ahead
We will continue to focus on cash
investments or Senior (Class A)
Security Receipts in single credit
accounts with potential for revival.
Net Cash Investment
More than 60% of our Net Cash Investment of
~Rs.1,266 crore (~$191 MM) is sole or senior to
other investors in Security Receipts.
Breakthrough Hotel Leela Deal
Single deal for acquisition of
~Rs.4,000 crore (~$619 MM)
dues from 14 Banks.
12. XIII XIV
Corporate Loans and
Financing
Our Corporate Loans and Financing
business aims to deliver credit
solutions to Sponsors, Holding
Companies, Operating Companies
and Special Purpose Vehicles,
in order to meet their diverse
requirements when traditional
templates of interest servicing,
security, tenor, principal repayment,
may not prove to be feasible.
Over time we have built strong
relationships with several of
India’s Top 200 promoter groups.
Our endeavor is to strengthen
the relationships with our existing
clients, while also prudently building
new partnerships with more
promoter groups and corporate
houses. We aim to create custom-
made lending solutions for unique
situations that include strategic
acquisitions, without compromising
on the standards of the securities
pledged or mortgaged in our favour.
We are set on a tangible growth
trajectory. Our lending book has
grown from Rs.500 crore ($75 MM)
in FY 10 to Rs.1,672 crore ($252 MM)
in FY 15 registering CAGR of 27%.
Loan against Property
Our unique gamut of products in
the SME lending space deliver the
best-suited solutions to our clients’
funding requirements related to
personal and business purposes.
Designed as secured loans against
property, this product helps clients
leverage their asset without giving
away ownership.
We partner with
our clients to
understand their
financing gaps and
structure tailored
solutions that
work best for their
requirements.
Commercial Real
Estate Funding
We provide integrated financial
solutions to real estate developers.
We undertake financing of
Commercial Real Estate projects
through loans, debt syndication
and distribution of Non-Convertible
debentures. We are predominantly
focused on residential development
projects that are located in Tier 1
cities like Mumbai, Pune, Bengaluru
and Chennai. We have successfully
lent against a few completed Grade
A commercial properties in Mumbai
and Bengaluru.
Our real estate lending book has
grown from Rs.210 crore ($32 MM)
in FY 11 to Rs.2,845 crore ($428 MM)
in FY 15 registering CAGR of 92%.
Loan against Securities
These loans facilitate our clients
to capitalize on their investments
by providing liquidity against
investments in Shares, Mutual Funds
and Bonds, without the need to sell
the securities.
Margin Trade Funding
These loans facilitate our clients
to finance their settlement
obligations with regards to
their trading in Equity and
Commodity markets. With this
financing, clients take calculated
calls for trading higher volumes
in the markets without having
to liquidate their investment
portfolios.
Employee Stock Option Scheme
(ESOP) Funding
This product is offered to the
employees of various corporates
to finance their employee stock
options eliminating the need to
arrange liquidity for the same.
Broker Funding
In a case where the client is an
existing broker, he may avail
funding to meet his working
capital needs against the collateral
of his existing investment.
IPO Funding
For clients wishing to participate
in the Primary Markets, this is an
unmatched offering. It enables the
client to participate in IPOs in a
substantial manner by contributing
a small margin, with the balance
being funded by us against the
collateral of the application money
and IPO allocation.
Our Loan against Securities
lending book has grown from
Rs.1,802 crore ($271 MM) in FY 11 to
Rs.2,151 crore ($324 MM) in FY 15.
Financing and Lending
13. Mutual Fund
JM Financial Mutual Fund has
been in operation for over two
decades in the Asset Management
business in India with ~Rs.15,874
crore (~$2.39 Bn) of Assets under
Management.
We offer a bouquet of 17 mutual
fund schemes across the risk-
return spectrum that caters to the
specifics of both institutional and
individual investors.
Our risk and fund management
framework allows us to effectively
manage both risk and investments
while generating high quartile
returns across all product
categories.
Private Equity Fund
JM Financial India fund is an
India focused long term PE Fund
providing growth capital to
fast growing, primarily unlisted
companies. Fund has raised capital
of Rs.952 crore ($143 MM) through
its domestic and offshore schemes
which has been invested entirely
in 13 companies across various
sectors.
Fund has successfully exited from
five of its portfolio companies and
has returned an aggregate 70% of
the capital contributions; it still has
investments to be exited currently
valued at Rs.807 crore ($121 MM).
Real Estate Fund
JM Financial Property Fund is an
India focused fund with investments
in commercial, residential, retail
and hospitality sectors. Fund
has successfully raised capital of
Rs.390 crore ($59 MM) through its
domestic and offshore schemes
which is now fully invested.
Fund has made investments in Tier
1 & Tier 2 cities and has successfully
exited from five of its portfolio
companies.
XV XVI
Asset Management
14. CSR
Spreading
Smiles
We set up the Kampani Charitable
Trust in the year 1983 and JM
Financial Foundation in 2001.
In accordance with our CSR
Policy, we approved an aggregate
contribution of Rs.5.43 crore to be
released over three years to the
Trusts for supporting initiatives
and projects such as Ashoka
University, Walkathon and more.
Our Trusts identify and work
with several credible NGOs on a
number of outreach programs in
various fields such as education,
healthcare, entrepreneurship
promotion, skill development,
animal welfare and disaster relief
amongst others. Our ongoing
activities include:
Education
We offer access to quality
education to the lesser privileged,
give scholarships and support a
girl child by providing academic
and social aid. We also support
schools that run programs for
children with disabilities and who
belong to weak socioeconomic
backgrounds.
Entrepreneurship Promotion
We partner with other firms and
support the Venture Studio of
Ahmedabad University to further
develop entrepreneurship in our
country.
Health Initiatives
We have partnered with companies
to provide those in need of medical
treatment for free or at a subsidized
cost. We help rehabilitate the
physically challenged and provide
treatment for cancer patients.
Skill Development
We have supported initiatives that
train the underprivileged and young
school dropouts in vocational
fields such as computer studies,
carpentry, etc, thereby enabling
them to become independent.
Disaster Relief
Through our partners we worked
extensively to help rehabilitate the
victims of the Jammu & Kashmir
floods.
Animal Welfare
We have helped shelter cows
by building cowsheds and have
provided fodder for these animals
in Gujarat and Rajasthan through
our partners.
Others
We have actively supported
promoting sports, arts and culture.
15. Ashoka University
International Foundation for
Research & Education (IFRE) is
a non-profit company registered
under Section 25 of the
Companies Act, 1956.
The primary objective of IFRE
is the promotion of education
by establishing schools,
colleges, and education along
with research centres for the
upliftment of society, not with
the motive of profit. IFRE
commenced operations in 2008
and in 2011 launched its one year
Post Graduate Program, more
popularly known as the Young
India Fellowship Program (YIP).
IFRE is the sponsor body that set
up Ashoka University, which is an
independent non-profit private
university under the Haryana
Private Universities Act, 2006,
that is engaged in providing
Bachelors, Masters and Post
Graduate education to students.
Situated in Sonipat, Haryana,
students undergo a rigorous
merit based admission process
and have access to world class
education at Ashoka University.
Ummeed - Child
Development Center
The skilled professionals at
Ummeed, an NGO, strive to
provide integrated care to children
who have various types of
developmental disabilities.
Our Foundation has supported
UPPA-Ummeed Parent Program
for Autism, which provides group
training classes with individual
parent–child coaching sessions.
Parents receive one-on-one
inputs to help manage their
children better and also learn by
interacting with other parents.
Walkathon
Initiated in the year 2002, the
Walkathon is one of the key annual
initiatives of our Foundation. It
supports a diverse range of social
initiatives with help from grass
root level NGOs and implements
programs in various fields such
as education, health and disaster
relief. It has successfully raised
funds for many such causes, with
contributions being personally
delivered by our team members.
Every year, our employees, their
families and friends as well as
clients actively participate in the
6 km walk along the picturesque
Marine Drive seafront in Mumbai
and make an effort to give back
to society. The route is along
Marine Drive from opposite NCPA
Apartments up to Mafatlal Bath,
and then return to Nariman Point.
This year, we made use of social
media to get more participation. It
was held on February 15, 2015 and
witnessed nearly 700 enthusiastic
participants.
Making A Difference
16. Get in Touch
JM Financial Group
7th Floor, Cnergy, Appasaheb Marathe Marg,
Prabhadevi, Mumbai 400 025, India
Tel: +91 22 6630 3030
Email: investor.relations@jmfl.com
www.jmfl.com
JM Financial Overseas Holdings
Pvt. Ltd.
Suite 2004, Level 2, Alexander
House 35, Cybercity, Ebène,
Republic of Mauritius.
Tel: +230 4645100
JM Financial Singapore Pte. Ltd.
30 Cecil Street, #21-01/02
Prudential Tower,
Singapore 049712.
Tel: +65 64221888
JM Financial Securities, Inc.
2500 Plaza 5, 25th Floor,
Harborside Financial Center,
Jersey City, New Jersey, 07311,
United States of America.
Tel: +1 201 633 3610
International Presence
The activities and businesses described in this document may contain certain ‘forward looking statements’. We are under no obligation to publicly amend, modify or revise
any forward looking statements on the basis of any subsequent developments, information or events and assume no liability for any action taken by anyone on the basis of
any information contained herein.
The contents of this document are solely for the purpose of information and shall not be construed in any sense a solicitation or offer to purchase or sale of any securities.
This document and/or any part thereof, may not be duplicated in any form and/or reproduced or redistributed without our prior written consent.