Monday, May 5, 2008

Moneycare Financial Planning

http://www.moneycareplanner.com/company_profile.htm

Money Care Finncial Planning is an independent Asset Consulting and Financial Planning Company, with a focus on helping people in their Lifestyle Planning.

The company was founded in 2001 by Mrs. Zankhana Shah. She was originally working at Haven Financial Pvt. Ltd, her family business of Share Broking and Trading, before she decided to establish her own practice.

During her tenure with the broking firm, it came to her attention that people are driven more by greed and fear than by their present overall financial status or any specific financial objective. Seeing the effect that this has on people’s financial and personal lives, she was encouraged to start an independent financial planning company of her own. Thus, in 2001, Money Care Financial Planning was born.

Vision:


Our vision is to see our clients achieving their financial goals assisted by our knowledge and financial expertise.It is all encompassing: We are not going to miss the Forest for the Trees.


Mission:


Our mission is to enhance our client’s decision making skills, by imparting knowledge of financial decisions, thereby leading to greater confidence in the financial planning process.

Core Value:
Integrity! Integrity! Integrity! Trust us. Your needs will always be first.

Director's profile


Zankhana Shah, Head of Money Care Financial Planning is a Chartered Accountant and the first practicing woman financial planner having the mark of CFP®.

She is a Director of Haven Financial Securities Ltd, a member of the Bombay Stock Exchange, the National Stock Exchange and Haven Comtrade Pvt. Ltd, a member of commodity exchange, MCX and NCDEX. This family-owned company provides services ranging from Depository services and Share and Stock Broking to Derivatives and Commodities services.

Before starting her own financial planning company, Zankhana Shah worked as a systems consultant in DTTI, one of the leading Chartered Accountant Firms in India , and has served companies such as Reliance Ltd, Jet Airways, Elbee Courier and more.

QUALIFICATIONS


Zankhana Shah belongs to the pioneer group of Indian Financial Planners who received their CFP® certificate at the first ever ceremony in Mumbai in March 2005.

She is a qualified chartered accountant (1997) from the Institute of Chartered Accountants of India , and is a B.Com. Graduate from Mumbai University 1996.

Her other qualifications include a diploma in BAAN Enterprises Resource Planning Package (ERP), a certificate from NITIE, Powai (1998), an AMFI certificate for mutual fund distribution, and an IRDA certificate for selling Life / General Policies.

She also holds a certificate for selling small saving schemes and has attended courses on information & systems management.

Besides the above mentioned professional & academic achievements, Zankhana Shah also has to her credit the following:



She is a member of the Capital Market Committee of Indian Merchant Chambers, one of the oldest and most respected business chambers in India

She has lectured as a faculty member to CFP® Education Providers

She has written articles related to Financial Planning in leading business newspapers such as Hindustan Times, Times of India , Financial Express, Outlook Money, and websites such as www.moneycontrol.com and more.

She has lead seminars as Head Speaker in various business chambers & in the Institute of Chartered Accountants of India.

Wednesday, March 5, 2008

Goldman Sachs India - About the Company

Goldman Sachs resources in the Bangalore and Mumbai offices include investment banking, global investment research, operations and technology.

Mumbai
Goldman Sachs (India) Securities Private Limited
Rational House
951-A, Appasaheb Marathe Marg
Prabhadevi, Mumbai 400 025
India
Tel: +91 22 6616 9000
Fax: +91 22 6616 9001





Bangalore
Goldman Sachs Services Private Limited
Crystal Downs
Embassy Golf Links Business Park
Off Intermediate Ring Road
(Indiranagar - Koramangala)
Bangalore PIN 560 071
India

Equirus Capital - About the Company

http://www.equirus.com/

Equirus Capital is a global investment bank offering advisory services in the areas of Mergers and Acquisition, Private Equity, Merchant Banking and Structured financing (including Real estate and Infrastructure financing).

Equirus has been founded by a team of professionals with impeccable track record, strong domain expertise and solid relationships with Corporates, Banks & Financial Institutions and Private Equity funds.

Equirus provides clients with in-depth sector expertise, superior transaction execution capabilities and an extensive network of relationships including leading global and domestic investors, lenders and corporate relationships.

The Equirus team has strong domain knowledge and transaction experience in Technology Media / Telecom, Engineering / Manufacturing Financial Services, Retail, Consumer / Business services, Infrastructure, Real Estate and Life Sciences.





Equirus Capital was founded in July 2007 by a group of 14 seasoned professionals led by Ajay Garg with the intent of providing quality investment banking & related advisory services for Indian Corporates with global aspirations. Equirus has been backed by prominent equity investors.

The founding team at Equirus has brought with it superior domain and market knowledge & understanding along with strong client and investor/ lender relationships. The team has excellent track record in closing transactions in varied sectors and industries. Over the last 7 months since inception, the Equirus team has closed transactions exceeding USD 180 Mn.

Presently we operate from Mumbai, Bangalore and San Francisco



Vision

To be the most preferred investment bank through Focus, Innovation and Trust.


Services

MERGERS AND ACQUISITION

PRIVATE EQUITY FUND RAISING

MERCHANT BANKING

STRUCTURED FINANCING


Team

Board of Directors

Dr S Rama Iyer

Dr. S Rama Iyer was the Executive Chairman of Aker Kaverner Powergas India (a leading service provider for projects in the Oil and Gas, petrochemicals, and other sector). He has more than four decades of experience in Project Management & Engineering services. Dr. Iyer has received MTech and Ph.D from IIT Mumbai, and has also participated in the Senior Executive Programme conducted by London Business School.

He has been awarded “Distinguished Alumnus” award in 1996 by IIT, Mumbai; and “Achiever of the Year Award” (2003) & “Business Leader of the Year award” (Engineering Services, 2005) by Chemtech Foundation. Dr. Iyer serves on the Boards of BioCnergy Europa BV, Deepak Fertilisers & Petrochemicals Corp. Ltd, Larsen & Toubro Infotech Ltd and Thirumalai Chemicals Ltd.

Nilesh Shah

Nilesh Shah is a Principal with RARE Enterprises (an asset management firm promoted by Mr. Rakesh Jhunjhunwala).

At RARE, Nilesh’s focus is on growing strategic investments in diverse sectors including Financial Services, Infrastructure, Education, Consumer Services, Technology / Media, etc.

Nilesh is a Chartered Accountant with over 14 years of post-qualification experience. Before joining RARE, Nilesh was the CEO and Managing Director of FIITJEE Limited – a leading education services company with 600 + professionals. Prior to that, Nilesh was the COO with a croup company of Navneet Publications – India’s largest educational publishing house.

Nilesh began his career with the Reliance Group where he worked in the areas of Investments and Corporate Finance.

Ajay Garg

Ajay Garg is the founder of Equirus Capital. Ajay is a veteran investment banker, with a rich experience of more than 12 years. He is acknowledged as being amongst the top deal makers in the country.He started his career with DSP Merrill Lynch where he was involved with several landmark deals during his stint there between 1996-2002.

Prior to setting up Equirus, he was the group CEO of a leading investment bank which he co founded

Ajay holds a first degree in engineering and is a post graduate in management from IIM, Ahmedabad. Ajay can be reached at ajay@equirus.com

Executive Team


Abhijeet Dhar - Vice President

Abhijeet has over 12 years of experience Consulting and Corporate Finance including Private Equity & Project finance. He has in the past worked with Reliance Group, Meghraj Corporate Finance, Crisil and SBI Capital Markets. He holds a first degree in engineering and MMS in Finance from the University of Mumbai.

Abhijeet can be reached at abhijeet@equirus.com


Albert da Costa - Associate Director

Albert has more than 13 years of experience in capital raising. He has worked in senior positions with Investment Banks such as Brescon, Meghraj Corporate Finance and MAPE Advisory.

Albert was instrumental in setting up the structured finance practice at his previous assignments and has completed transactions in Infrastructure, Energy, Real Estate and manufacturing sectors.

Albert holds a first degree in engineering and is a post graduate in management from IMS, Indore.

Albert can be reached at albert@equirus.com



Arun Gupta - Associate Director

Arun has more than 18 years of experience in the Media, animation, education, internet & technology companies.

Arun was Head of Mobile content at Yahoo and most recently CEO of Mauj.com (company he founded and made one of the successful mobile VAS player). In the past, he has also held senior positions at STAR TV – Radio City, MTV and Cnet.He is a post graduate in Commerce and Economics from Mumbai University.

Arun can be reached at arun@equirus.com

Mohit Khullar - Associate Vice President

Mohit has over 5 years of post qualification experience and has been associated with Standard Chartered Bank and Lucent Technologies in his previous assignments. He has worked on multiple transactions including non recourse finance of Tata Steel’s acquisition of Corus Group Plc, the largest overseas acquisition by an Indian company.

He holds first degree in Electronics & Communication Engineering and is a post-graduate in management from IIM, Lucknow.

Mohit can be reached at mohit@equirus.com



Nikul Patel -Managing Director & Head - US Operations

Nikul Patel has more than 13 years of experience in operational and strategic management roles. He has worked for more than 11 years at Intel Corporation.
In his last role, he was responsible for inorganic growth through mergers and acquisitions of technology companies.
In past he has managed enterprise scale IT programs for Intel. He is also a co-founder and promoter of Movoto.com, an internet generation real estate start-up. Nikul is currently completing executive MBA from the Wharton school, University of Pennsylvania.
Nikul also has masters degree in Computer Engineering and bachelors degree in Electronics and Communication.

Nikul can be reached at nikul@equirus.com




Rahul Banka - Associate Director

Rahul has over 8 years of post post qualification experience in the financial service sector.
He has worked for Ambit Corporate Finance and Motilal Oswal Securities and has a 360 degree of Investment Banking experience, both from the consultant and the client side. Rahul initiated, planned and executed the Private Equity Investment (INR 1,250 Mn) into Motilal Oswal Financial Services Ltd.

Rahul is a graduate (with distinction) in commerce from Sydenham College, Mumbai and is a qualified Chartered Accountant.

Rahul can be reached at rahul@equirus.com


Transactions

Hathaway cable
Citi Venture Capital International
Sharekhan
Gayatri group
Tops Security Ltd.
Ortel Communicatin Ltd.
Actis

Contact


Mumbai:
Equirus Capital Pvt. Ltd.
8th Floor, Laxmi Tower, ‘B’ Wing,
Bandra Kurla Complex
Bandra (East), Mumbai-400 051, India.
Tel: +91-22-26530600
Fax:+91-22-26530601
Email: flavia@equirus.com

Bangalore:
Equirus Capital Pvt. Ltd.
414, ‘A’ Wing, Carlton Towers,
Airport Road, Bangalore-560 008, India.
Tel: +91-80-41636771
Fax: +91-80-41636772
Email: contact@equirus.com

UNITED STATES
Equirus LLC
580 California St Suite#1600
San Francisco, CA 94104, USA.
Phone: +1 415-283-3224
Mobile: +1 916-365-3874
Fax: +1 415-283-3301
Email: nikul@equirus.com

Tuesday, February 26, 2008

HSBC - Equities & Global Investment Banking

These services are offered by HSBC Securities and Capital Markets (India) Private Limited.

Global Investment Banking (GIB) group provides public and private sector and Government clients with strategic advise and provides critical financial advise in the areas of:

Mergers and Acquisitions
Privatisations
Equity Capital Markets
Structured Financial Solutions
Strategic Advice

GIB liaises closely with other HSBC wholesale banking divisions, in particular Equities and Corporate and Institutional Banking, to ensure a full range of products and services is made available to the corporate and institutional clients of HSBC.

Leveraging our global sector strengths and relationships, GIB has effectively executed large landmark transactions in the mergers and acquisitions area.

Recent advisory transactions include:

Acquisition of 9% equity stake in China Gas by GAIL for USD 31 Mn and formation of Joint Venture between GAIL and China Gas to invest in the CNG market in China
Acquisition of 66.35% stake in Alstom Limited by Areva T&D SA for USD 18.5 Mn
Acquisition of a majority stake in Parakh Foods by Cargill Inc and the subsequent demerger of Cargill India's edible oils business into a new entity. (US$ 172 Mn)
A landmark deal involving the sale of Unilever's Pakistan edible oils business
Restructuring of the Rane Group
HSBC Asia Pacific Holdings acquisition of a 14.6% stake in UTI Bank Ltd
Global Advisor for privatization of IBP Company Ltd

HSBC is one of the market leaders in the stake enhancement business through the Open Offer and Buy Back route. Recent deals concluded include :

Open offer by Clariant AG to the shareholders of Colour-Chem Limited
Open offer by Colour-Chem Limited to the shareholders Vanavil Dyes and Chemicals Limited
Open Offer by Areva T&D SA to the shareholders of Alstom Limited
Open Offer by Sandvik AB to the shareholders of Sandvik Asia Limited
Open Offer by Reckitt Benckiser plc to the shareholders of Reckitt Benckiser (India) Limited
Open Offer by Syngenta South Asia AG to the shareholders of Syngenta India Limited
Buyback offer to the shareholders of Selan Exploration Technology Limited

Backed by one of the strongest research teams in the business, over the years, we have helped clients' access equity markets in India and across the world. In a volatile market environment, GIB has completed landmark deals such as:

Book Running Lead Manager for the Public Offering by Gujarat Industrial Power Corporation of India Limited (GIPCL) - US$ 70 Mn (Ongoing)
Book Running Lead Manager for the IPO of Jet Airways Limited - US$ 430 Mn
Book Running Lead Manager for the Divestment of GoI stake in GAIL India - US$ 360 Mn
Book Running Lead Manager for the Divestment of GoI stake in CMC Ltd - US$ 43 Mn
Co-Book Running Lead Manager for the IPO of Biocon Ltd - US$ 70 Mn
Co-Book Running Lead Manager for the GoI divestment in NTPC - US$ 1 Bn
Syndicate Member for the IPO of Tata Consultancy Services - US$ 1.1 Bn

Current transactions include advising IBP Company Ltd. on its merger with Indian Oil Corporation Ltd. and advising on the proposed restructuring of the Government of India's holdings in MTNL BSNL. (February 2008)

India Contact details

Ravi Menon
Director & Co-Head, Global Investment Banking
ravi.r.menon@hsbc.com
Ashok Mittal
Director & Co-Head, Global Investment Banking
ashokmittal@hsbc.co.in

HSBC Securities & Capital Markets (India) Private Limited
6th Floor, HSBC,
52/60 MG Road, Fort,
Mumbai 400001.

http://www.hsbc.co.in/1/2/corporate/equities-global-investment-banking/global-investment-banking

Tuesday, February 12, 2008

Sundaram BNP Paribas Mutual Fund

http://www.sundarambnpparibas.in/

Sundaram BNP Paribas Asset Management Company

Coals to Diamonds

At Sundaram BNP Paribas Mutual, identifying an investment opportunity long before it manifests as one, is the heart of our business belief.

We spot the coals which are destined to shine as diamonds.

We look at potential, not performers. We look at future, not just the present.

Being in the financial sector for a long time has given us a great understanding of the Indian economy and that guides us while picking the companies for our Funds.

Once we unearth a potential opportunity, our Financial Experts spend countless time to research the companies, to see what will deliver the best returns for your money.

Our financial experts are fine tuned to the larger global picture and all it's complexities as well as the intricacies of the Indian market. We track global economic trends and market behaviour to better understand the domestic markets. We are constantly on the trail of promising opportunities and once identified, a new theme is thoroughly researched and tested on various platforms before being offered to the investing public.

The results are blockbuster funds, often pioneers in their categories.

At Sundaram BNP Paribas Mutual, we believe that investing is not an event but a process.

So, constant updating of investors' knowledge base is just part of the service package we offer our customers. At the core of our investment philosophy lies our commitment to providing consistent returns through sensible investment management practices, because your money is precious.

As asset managers we believe in:
Clearly defined products for every investment need
Managing investors' money like we would our own
Backing product performance with on-time, committed investor service

We have instituted two committees that have been charged with the responsibility of monitoring adherence to fund policies, among other things.
The Internal Investment Committee approves names for investment, reviewing daily actions on portfolio and participating in setting objectives and strategies for funds.
The Investment Policy Committee sets investment norms and strategies as well as investment restrictions and monitors periodical performance.


Corporate Office:
Sundaram BNP Paribas Asset Management Co.
Sundaram Towers,
II Floor, 46, Whites Road,
Chennai 600 014.

Tel:
044-28583362
044-28583367
044-28569900

Fax:
044-28583156

Subhkam Ventures India Ltd.

Subhkam Ventures India Ltd.
1202, Maker Chambers V, Nariman Point, Mumbai-400021
www.subhkam.com

Private Equity - Venture Capital Firms

Subhkam Ventures India Ltd.
1202, Maker Chambers V, Nariman Point, Mumbai-400021
www.subhkam.com