Investment Research Services

We offer customized services and solutions across a broad range of asset classes in investment research ranging from independent equity research, idea generation, equity valuation and capital markets support.

buy-side-and-sell-side-equity-research

Leverage our capabilities to expand your research coverage with our comprehensive support. While you focus on high value core activities and increase productivity, we take care of rest of your research needs.

  • Initiation equity research report
  • Quarterly / periodic updates
  • Company and sector reports
  • Data mining and number crunching from filings
  • Financial modeling and valuation (initiation and earnings updates)
  • Earnings preview notes
  • Earnings call summary
  • Ratings change notes
  • Track portfolio companies
  • Model audit and quality check
  • Track News / event update
investment-idea-generation-services

Enhance your portfolio with unique investment ideas generated from exhaustive stock screening through top-down approach and back-testing based on past financial performance and valuation metrics.

  • Study target sector and industry dynamics
  • Stock screening
  • Back-testing analysis of screeners
  • Company profiling and analysis
  • Competitive dynamics analysis
  • Opportunity assessment
  • Target company evaluation
investment-proposal-assessment-services-in-mumbai

Engage with our proven process-driven approach and deep understanding of financial markets to get a holistic view of your investment opportunities.

  • Deep-dive analysis of investment proposal
  • Historical performance evaluation
  • Industry mapping
  • Competitive edge analysis
  • Opportunity validation
  • Investment rational
  • Returns analysis
  • Risk assessment
business-due-diligence-risk-analysis

We work closely with our clients, supporting and facilitating business due-diligence process through various business validation metrics and market intelligence study.

  • Target company deep-dives
  • Financial model auditing
  • Company background validation
  • Primary and secondary research
  • Market news screening
  • Business plan review
  • Vendor check
  • Customer interviews
  • Risk analysis
  • Documentation support
  • Due-diligence questionnaire
financial-modelling-services-in-mumbai

We believe financial statements give the true picture of the health of the company and therefore we emphasize on building a comprehensive financial model with valuation metrics using various established methodologies. We offer a customized and flexible financial model, built with multiple scenarios/sensitivities to incorporate all the future possibilities.

  • Comprehensive financial model and assumption validation
  • Business valuation (DCF, DDM, SOTP)
  • Comparative multiples based models
  • LBO analysis
  • Model update
  • Database linked valuation
  • Capital structure analysis
  • Sensitivity analysis
  • Return analysis
portfolio-management-services

While you focus on maximizing your shareholders’ value, we focus on arming you with the right tools to achieve your goals. We offer a wide array of portfolio support services to assets / fund managers and assets management companies.

  • Portfolio valuation and reporting
  • Portfolio maintenance support
  • Fund comparison and monitoring
  • Fund performance evaluation
  • Fund research, portfolio research and measurement
  • Fund raising support (private placement memorandum, fund profiling)
  • Performance attribution analysis
  • Factsheet, client and investor presentation
  • NAV report
  • Management meets notes, board meeting notes support
  • Pre-earnings and event-based reports
  • Primary / market research
periodic-monitoring

Our periodic reports and newsletters ensure that portfolio managers are aware of macroeconomic and sectoral developments in a timely fashion.

  • Portfolio review / tracking
  • Fund comparison and monitoring
  • Daily, weekly, monthly and quarterly newsletters
  • News monitoring and impact analysis (company news,
    industry news, regulatory news, economic updates)
  • Database creation, maintenance and automation
  • Periodic sector updates
  • Current trend updates
  • Corporate update report (covering company news, events, earnings, conference calls, etc.)
industry-research

Get a 360° view of industry and sectors. We help you understand the market dynamics and enable you to take informed business decisions.

  • Industry landscape mapping
  • Comprehensive industry report
  • Market segmentation and sizing
  • Deep-dive analysis
  • Identification of key growth drivers and challenges
  • Market opportunities assessment
  • Competition evaluation and benchmarking
  • Industry forces analysis
macroeconomic-research

We provide customized thematic economic research reports covering equity, currency, commodity markets as well as economic database creation.

  • Daily, weekly, monthly and quarterly newsletters
    tracking sectors, markets and economies
  • Equity market insights
  • Fixed income market analysis
  • Currencies and commodities analysis
  • Cross-asset class report
  • Macro-economic updates and impact analysis
  • Economic database creation
  • Country reports
  • Event-bases reports
  • Research papers / white papers

Who we serve

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Brokerage and Trading Firms

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Asset Management Companies

investment-research-services-in-india

Hedge Funds

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Mutual Fund Managers

Benefits

  • Reduced research cost
  • Focus more on high value core activities rather than mundane tasks
  • Greater flexibility to right-size organization
  • Ability to scale research universe on demand
  • Source in-depth analysis across industries and geographies
  • Quality output, produced by SOP-driven approach and multiple quality checks

Our Value Proposition

investment-research-services-in-india

Flexibility

investment-research-services-in-india

Process Improvements

investment-research-services-in-india

Independent View

investment-research-services-in-india

Cost Reduction

Engagement modelExclusive attention. Absolute transparency.

Dedicated Model
(Resource Augmentation)

Leverage our dedicated team of analysts who work as an extension of your own team for a mix of regular and ad-hoc research needs.

Bespoke Projects
(Project-based Assignment)

Engage us for project-based research needs for ongoing deals, one-off project or short-term resource ramp-up on demand.

On-demand Model
(Block of Hours)

Get dedicated hours for the year/month as per your requirement to deploy on-demand resources.