We partner with Asset Managers across their investment lifecycle helping with idea generation, financial modelling, valuation, and portfolio monitoring.

Our services includes:

Idea
Generation

Based on parameters, we can help identify potential candidates for investments

Stock/Investment Screeners

using financial and market related parameters, prepare screeners to help you with entry and exit decisions

Financial
Modelling

Preparing detailed, accurate, KPI-driven, customised financial models with in-depth analysis and multiple valuation methodologies

Business
Valuations

Adopting various internationally accepted methodologies like DCF, DDM, Trading Comps, Transaction comps etc.

Investment
reports

Preparation of Quarterly / Annual result update, Investment Committee Report

Daily / weekly
News wraps

daily / weekly financial news wraps enabling you to keep in touch with market updates

Transcript
analysis

Performing Return analysis, sector allocation, geographic and currency split and preparing MIS dashboards, and KPI trackers

Broker Research Summaries

compiling broker research reports and preparing summaries for capturing broker sentiments

Consensus
Models

helps us to analyse street view and investor sentiment

Thematic
Research

“Generating in-depth thematic / sector research reports that cover key investment arguments, trends, and challenges”

Portfolio
Monitoring

conversion of a earnings conference call into easy to understand transcripts with in-depth analysis