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
Who we serve
Brokerage and Trading Firms
Asset Management Companies
Mutual Fund Managers
- 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
Engagement modelExclusive attention. Absolute transparency.
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.
Engage us for project-based research needs for ongoing deals, one-off project or short-term resource ramp-up on demand.
(Block of Hours)
Get dedicated hours for the year/month as per your requirement to deploy on-demand resources.