Sophisticated Risk and Investment Advisory
We offer a wide range of formal advisory and non-advisory consulting solutions for professional and insititutional clients.
Our services
Investment Advisory and Consulting
Our clients have complex financial needs spanning investments in Equities, Bonds, Structured Products, Real-estate, Private Equity and Private Credit. At times, they need specialist independent research and advice before taking financial and investment decisions on new products and ideas. We step-in with unbiased expert advice that helps our clients take effective and informed decisions.
Our independence and our muti-asset, multi-strategy expertise is our strength. We are not driven by product trail fees, commissions, or sales targets. We can think outside the box: agnostic of asset class, or organisational and departmental constraints of larger organisations. This means we can provide optimal expert solutions that are fully aligned with our client's specific financial objectives and nothing else.
We also perform detailed Portfolio reviews with a full look through for identifying aggregated and correlated risk drivers. We flag concentrations and risks that are second order - the fat tail, the black swans which have the power to destroy capital.
Risk Advisory - Credit and Lending
We use our experience to help our clients structure their assets and business in a way that is credit-application friendly. This allows our clients as borrowers to get the best terms possible for loans for any given business case.
For our institutional clients, we can help with extensive modelling work with the help of our technology solutions to identify risk, run scenarios, and suggest portfolio optimizations to maintain competitive loan product offerings while staying within their risk appetite. This can be a very effective profitability boost without adversely influencing liquidity, risk or balancesheet metrics. We can also help setup hedging programs where needed.
Fund Raising and Business Expansion
We advise young profitable companies refine their business and financial strategy for expansion, credit applications, and equity fund raising. Many entreprenuers feel they are stuck in the slow lane at some point of their entrepreneural journeys. We provide that little extra support to help them step on the gas and move to the fast lane!