Management & Advisory services
Capital Market Services
- Capital Structuring and designing of suitable fundraising model.
- Designing of IPO in Equity, debentures, Bond, etc. including preparation & scrutiny of the red hearing prospectus for IPO.
- Liaison with SEBI/RBI for various approvals.
- Appointment & Liaison with Registrar and Lead manager to issue.
- Marketing and promotion of IPO through various marketing platforms.
- Facilitate launching & listing of IPO
- Arrange Anchor investors
- Private placement shares
Investment services
- Market research and Fundamental/technical analysis of securities,
- Demat Services
- Facilitate the opening of Demat accounts for the clients.
- Provide Trading services in shares, bonds, mutual funds.
- Training and educational services to the investors on the Equity market.
- Guidance to investors in trading activities
- Designing Investment portfolio based on risk appetite.
- Portfolio and Investment management of clients.
Risk Management
- Risk profiling, review, and identification of various risks.
- Organizational business
- Risk Assessment
- To develop Risk control matrices
- Framing of Enterprise Risk Management Policy,
- Developing Risk mitigation plan and Business continuity plan,
- Third-party risk review, assessment & mitigation plan.