Portfolio Management Services

Portfolio Management Services


report  Tracking

  • Track market and other news relating to GP's / Investee companies (IC) / Indian promoters
  • Collate data pertaining to the market from public domain and carry out benchmarking of the IC data
  • Stakeholders meeting
  • report  Monitoring

  • Attend board meetings as a nominee or alternate director or observer
  • Analyze the progress including operational and financial performance
  • Analyze end use of investor funds, funding gaps, cash position,
  • Compare the actual performance with budget / plan / market
  • Periodical company / Site visits to assess and discuss with management the progress of projects / business plans
  • Flag timely warning of deviations
  • report  Compliance

  • Check and analyze compliances with:
  • Shareholder agreements (SHA / SPA)
  • Approvals
  • Statutory requirements (tax, Company law etc)
  • report  Report

  • Periodical asset management report including:
  • MIS, P & L and B/S
  • Exceptions
  • Status Update
  • Compliance tracker
  • Business plan performance report (Updated business plan, IRR); cash flows
  • Market news
  • report  Control

  • Suggest / recommend action plan for resolving identified deviations
  • Work with investors / principals in implementing their decisions
  • Identify exit opportunities
  • Report on implementation of agreed action plan
  • Documentation management