Portfolio Management Services
In the always evolving financial markets, it’s advisable to stay on top of the investment game by monitoring the investments and instantly responding to the market updates.
IndiaNivesh provides asset management services to clients through our portfolio management services, private equity and strategic investments.
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Portfolio Management Services
Portfolio Management Services (PMS) is a category of asset management service that aims to customise the investment for the HNI clients. IndiaNivesh Portfolio Management Services (PMS) is a SEBI-registered portfolio manager. Our current offering, ‘SPROUT’ portfolio, focuses on small and micro-cap companies listed on the Indian stock exchanges with a strong and sustainable business model.
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Private Equity
Private Equity is another product of our financial asset management services that invests in unlisted and private companies. Here are the two private equity funds from IndiaNivesh:
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IndiaNivesh Growth & Special Situations Fund
IndiaNivesh Growth & Special Situations Fund is an Rs. 150 crore private equity fund that aims at creating high growth direct investment opportunities. The focus of the fund is small and micro businesses with a time horizon of 4-6 years. The fund is now closed for subscriptions.
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IndiaNivesh Renaissance Fund
IndiaNivesh Renaissance Fund is a proposed Rs.900 crore Alternative Investment Fund – (AIF) (CAT II) focusing on “Turnaround Situations” in mid-sized manufacturing or consumer-driven businesses. It will invest in viable businesses experiencing temporary or transitional operating problems or businesses with strong operations but burdened with insufficient liquidity or excessive debt. The investment horizon for the fund is approximately 4-6 years with an average investment size of Rs.60 crores.
Highlights:
Our asset management team comes with significant operational experience and works with investee companies at each step. This ensures that the company grows faster and is ready for future business expansion plans.
Currently, we have invested in asset-light B2C businesses, companies that offer disruptive technologies and services, retail consumption, agri-businesses as well as logistics.
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Strategic Investments
As a part of our Asset management services, we at IndiaNivesh also participate as a strategic investor, in opportunities that do not conflict with prospects for our private equity funds.
Presently, IndiaNivesh has made strategic investments into areas of affordable housing finance and microfinance.
Distressed assets form a significant part of strategic investments. IndiaNivesh has been successful in converting distressed assets into hugely profitable investment opportunities. We are also able to create a consortium of investors to co-invest with us in strategic investment opportunities.
These products from our financial asset management services help our clients to have the best from different markets that will help them to grow and preserve wealth.
Our Products
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OUR PEOPLE
K K Rathi
Managing Director and Co-Founder, IndiaNivesh Fund Managers
K K Rathi
Managing Director and Co-Founder, IndiaNivesh Fund Managers
K K Rathi has over three decades of experience in turning around businesses, principal investing, mentoring investee companies, mergers and acquisitions, joint ventures and corporate restructuring. Previously he was Director and CEO of Future Consumer Enterprise Limited. He was instrumental in making many investments, Joint Ventures, mentoring and consolidation of various businesses of Future Group as also in various divestment of stake in Food, fashion and financial services businesses of Future Group. He has worked briefly with Motilal Oswal PE where he spearheaded and mentored couple of companies and also set up the First Real Estate Fund for MOPE. . During his long career in Industry he has served as Group CFO of Future Group and as CFO of H&R Johnson (I) Limited and Head Corp Finance at KEC International.
Sandeep Jain
Managing Director and Portfolio Manager
Sandeep Jain
Managing Director and Portfolio Manager
Sandeep’s experience extends over 25 years in the financial markets. He has worked with Sharekhan, Ambit Capital and Morgan Stanley. He has been instrumental in formulating the business strategy and recent initiatives of IndiaNivesh. He launched the Portfolio Management business and conceptualized ‘SPROUT’, which has been the best PMS performer in its category. Sandeep holds a Master’s degree in Business Administration.
Govind Saboo
Sr. Analyst - PMS
Govind Saboo
Sr. Analyst - PMS
Mr. Saboo possesses more than 6 years of experience in the areas of corporate finance such as debt-syndication, raising private-equity, corporate restructuring, credit rating, management tie-ups, due-diligence, Initial public offerings, etc. He has been actively practicing in segments of NBFC, Hospitality, Education and Infrastructure sector. Prior to joining IndiaNivesh, he has worked as a business analyst with Goldman Sachs. Mr. Saboo is a Chartered Accountant.
Ankit Gupta
Sr. Analyst - PMS
Ankit Gupta
Co-Portfolio Manager - PMS
Ankit has prior experience working with a SEBI-registered venture capital fund with the size of USD 30 million which was focused on small and medium sized investee companies. Previously at IndiaNivesh, he was responsible for preparation of business strategies and models for foreign companies establishing their business presence in India. His wealth of experience spans through diverse skill sets such as equity research, enterprise valuation, financial modelling, forecasting techniques, evolving business strategies and due diligence. Ankit holds a Master’s Degree in Business Administration in Finance from IIM Calcutta and a Bachelor’s Degree in Technology from IIT Roorkee. He is also an accredited Financial Risk Manager and Chartered Financial Analyst.